$Hims & Hers Health Inc.(HIMS)$ Up 35% pre-market after announcing a deal w/ Novo Nordisk on Wegovy.
The pricing is what's interesting. $599/mo for Wegovy and Ozempic, Mounjaro, and Zepbound are still $1,899/mo. Generic Liraglutide at $299/mo.
HIMS shows it's a platform, not just a compounder.
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PS: It could put pressure on others to lower prices and improve access.
This is the power of an aggregator disrupting the old doctor/pharmacy model that had an incentive to keep prices high.
It's not a straight line up, but this is why I own the disruptor, not the disrupted.
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