FDA and Novo Nordisk Warn of GLP-1 Telehealth Compounding Takedown
The FDA announced steps to restrict compounded GLP-1 products, specifically naming Hims & Hers. Novo Nordisk has also sued Hims & Hers over compounded semaglutide.
3 stories
Hims and Hers (the alternate spelling) covers the same company as #hims-hers — the telehealth platform that built much of its weight-loss business on compounded GLP-1s during the FDA's 2022–2024 shortage window.
What's happened since: Outsourcing Facilities Association litigation, the April 30, 2026 FDA proposal to exclude branded GLP-1s from the 503B bulks list, secret-shopper research on telehealth peptide programs that kept selling after warning letters, and Hims & Hers' own pivot toward additive formulations and broader peptide therapy programs.
Stories here cover the compounding strategy, regulatory exposure, and quarterly numbers. See #hims-hers for the canonical thread and #telehealth for the broader category.
The FDA announced steps to restrict compounded GLP-1 products, specifically naming Hims & Hers. Novo Nordisk has also sued Hims & Hers over compounded semaglutide.
Hims & Hers stock briefly rallied on reports the FDA may ease peptide restrictions, but gains reversed. The company had proactively acquired a peptide production facility in California in 2025.
Digital health companies are betting on peptides as the next big wellness category. They're banking on HHS Secretary RFK Jr. getting the FDA to lift restrictions on certain peptides.