Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Kürzel: HIMS Forum: Aktien Thema: Hauptdiskussion

As long as the shortage persists, U.S. compounders are able to make and sell their own, cheaper versions of the medicine, using semaglutide not made by Novo. Since early this year, a growing number of telehealth providers have rushed into the market, providing U.S. patients with cheap and easy access to compounded semaglutide. Hims & Hers, Noom, Weight Watchers , Ro, and a long list of similar companies offer compounded semaglutide prescriptions for roughly $300 a month, a fraction of the drug’s list price. They advertise heavily, particularly on social media. Many of the companies also offer compounded tirzepatide, the ingredient in Eli Lilly’ s Zepbound and Mounjaro. The number of patients currently taking compounded semaglutide or tirzepatide is unknown, but could be in the hundreds of thousands. FDA rules will bar the compounders from making the drugs once the agency has determined they are no longer in shortage, raising the specter of a crisis if patients are suddenly cut off from their drugs. Uncertainty has shrouded the market in recent weeks, after the FDA removed tirzepatide from its shortage list, but then said it would allow compounders to make the medicine for now after facing a legal challenge.

Novo Nordisk took its most aggressive swipe yet at the compounding pharmacies hawking legal copycats of its weight-loss blockbuster Wegovy, asking the Food and Drug Administration to entirely bar compounders from making the medicine. The Danish drugmaker asked the agency to put semaglutide, the active ingredient in Wegovy and Ozempic, on a list of drugs that compounding pharmacies aren’t allowed to make. The underlying rule that bars compounders from making drugs on that list has been stuck in a byzantine FDA regulatory process for years, and hasn’t yet gone into effect. What’s more, putting semaglutide on the list would be a lengthy process, with no guarantee of success for Novo. The company’s request, however, shows it is focused on targeting the sprawling weight loss drug industry that has grown up around the compounding pharmacies, which are allowed to legally sell compounded versions of semaglutide as long as Novo’s supply capacity cannot meet U.S. demand. Shares of Hims & Hers Health , a telemedicine provider that sells compounded Wegovy, fell 8.6% Wednesday. Novo shares were down 1.2%. Novo has spent billions of dollars in recent years increasing its capacity to make GLP-1 medicines like semaglutide, but remains unable to meet the enormous demand for its drugs. While it currently reports limited availability of only one dosage level of Wegovy, the FDA considers the medicine to still be in shortage.

Also den Artikel kann ich nicht lesen. Hat die FDA den Wirkstoff von Novo jetzt von der shortage Liste genommen? So ganz einordnen kann ich deinen zitierten Text nicht.

In der Hinsicht nervt dieses glp1 gedöns ja schon. Wachstum war auch ohne da, jetzt hat man einfach nur mehr vola bekommen.

“Let me get this straight: So Novo Nordisk is apparently so deeply concerned about patient safety that it’s taken them a whopping two-and-a-half years while their drug has been in shortage to conclude that the semaglutide API is so demonstrably difficult for compounding pharmacies to prepare that FDA now needs to place it off-limits for compounding?,” the group’s CEO, Scott Brunner, said in the statement. “To me, this looks more like desperation and an attempt by Novo to protect its revenue stream than a serious scientific argument.”

Das erklärt den Abfall: https://www.barrons.com/amp/articles/novo-nordisk-wegovy-compounders-fda-hims-hers-1980ff7d

Der Name bleibt bestehen! 😀

Auf die Nachricht hab ich nur gewartet 😄

https://www.marketbeat.com/instant-alerts/nyse-hims-percent-decline-2024-10-23/

Also ich freue mich 😂 werde nachstocken

Jedes Mal, wenn jemand GLP ruft dreht das Ding hier nach oben oder unten am Rad...

Alles im Rahmen, von hier aus noch -14% für den Gapclose. Wir waren die letzten zwei Tage zu euphorisch 😀🤡

🫣🫣

Ab jetzt steigt es wieder. Sei unbesorgt!

Stand jetzt sorgt Fintech heute für die Balance. Mal sehen was HIMS noch Richtung Abend macht. In letzter Zeit hellte der Kurs Richtung Abendstunde immer auf. Bin gespannt 👀

Dann hätten wir ja ein paar Scheinchen um die Tränen wegzuwischen 🥲 kann mich nur anschließen. Nvidia ist echt übel, aber hier sehr angenehm :)