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GLP-1 drama
To:Brew Readers
Healthcare Brew // Morning Brew // Update
Weight loss drugmakers reported earnings, stock drops, and…compounding…issues.

WHO runs the world? Well, at the very least it seems the coastal states are trendsetting once again. At the end of last week, NYC’s Health Department announced it would join a WHO network, following California’s lead and mere weeks after the Trump administration pulled the US out of the UN-backed organization.

In today’s edition:

Novo vs. Lily vs. Hims & Hers vs.…Pfizer?

Pharma makes Super Bowl play

Another Amazon One Medical partnership

—Caroline Catherman, Nicole Ortiz, Cassie McGrath

GLP-1S

Ozempic pen next to three Semaglutide pills with an arrow going up and right behind them

Amelia Kinsinger

Who needs reality TV these days? GLP-1 manufacturers are giving us all the drama we need.

The latest update in the GLP-1 battle came Feb. 5, when telehealth company Hims & Hers announced it’s offering a new compounded pill with the same active ingredient as Novo Nordisk’s once-a-day Wegovy GLP-1 pill. Hims is pricing its compounded weight loss treatment at $99 a month—$49 for the first month in an introductory offer—undercutting Novo’s $149–$299 per month cash price.

Novo promptly put out a statement, alleging this is “illegal mass compounding” and threatening a lawsuit. The legal action against Hims would be just another addition to the pile of 100+ suits the company has filed against compounders amid a mounting number of GLP-1 dramas.

Hims posted a statement on X dissing Novo’s threat: “This narrative is as predictable as it is outdated and false.” But just two days later on Feb. 7, the company shared a statement saying it would no longer offer the treatment.

Then on Feb. 9, Novo announced it was suing Hims & Hers, requesting that the company be permanently banned from selling compounded Novo drugs. Hims’s stock fell more than 27% following the announcement.

Grab your popcorn and settle in.—CC

Presented By Centegix

PHARMA

SANTA CLARA, CALIFORNIA - DECEMBER 29: A detail view of the Super Bowl LX logo on a Santa Clara Valley Transportation Authority (VTA) light rail car on December 29, 2025 in Santa Clara, California. (Photo by Aaron M. Sprecher/Getty Images)

Aaron M. Sprecher/Getty Images

No one quite knows how to glitz and glam like an advertiser looking to make a splash during the Super Bowl commercial breaks.

This year, Big Pharma wanted in on the action.

Of course, this isn’t the first time a pharmaceutical company has run a Super Bowl ad (see last year’s controversial Hims & Hers ad that lawmakers and health experts urged the FDA to pull).

But 2026 is definitely setting itself up to be the year of the GLP-1 if Sunday’s game is any indication of trends to come: Eli Lilly landed a pregame slot while Novo Nordisk went for a pricey (read: $24 million, the highest of any pharma company, per preliminary MediaRadar data) in-game spot alongside telehealths Ro, which once again featured GLP-1 brand ambassador Serena Williams, and Hims & Hers. Drugmakers Novartis and Boehringer Ingelheim also ran ads unrelated to GLP-1s.

Is it paying off? The big question is whether this strategy of pushing more TV ads is actually working out for pharma companies.

Here’s how pharma ads fared during the Super Bowl.—NO

TECH

A phone showing Amazon's logo is pictured on top of the logo for One Medical.

Anadolu/Getty Images

Tech giant Amazon delved deeper into the healthcare industry on Jan. 28, announcing a new partnership with at-home testing company Reperio Health.

Now, Reperio’s users have access to Amazon’s primary care arm One Medical and can use Reperio’s screening kits, which include blood pressure, heart rate, BMI, relative fat mass, blood glucose, and complete lipid panel testing. The entire testing process takes 30 minutes to one hour, according to a release, and results are delivered “immediately” through the company’s app.

Reperio contracts with employers and health plans, then connects patients to virtual appointments on its platform, where clinicians go over results and other medical history.

With this partnership, patients can also continue their care on One Medical for treatment.

See more on the partnership here.—CM

Together With Wolters Kluwer Health

VITAL SIGNS

A laptop tracking vital signs is placed on rolling medical equipment.

Francis Scialabba

Today’s top healthcare reads.

Stat: 29. That’s how many days the NYC nurses strike lasted until the union and hospital execs at Montefiore and Mount Sinai reached a tentative deal. (Gothamist)

Quote: “Babies shouldn’t lose their eyesight because mom didn’t realize they had chlamydia.”—Emily Landon, an infectious diseases doctor at the University of Chicago Medicine, on how more parents are resisting routine prenatal care like eye infection prevention following childhood vaccination changes (Reuters)

Read: AI chatbots are putting providers in an uncomfortable position of questioning whether they’re going to be needed as the tech’s capabilities advance. (the New York Times)

Preventative workforce health: eMed’s GLP-1 program helps employers offer GLP-1 coverage they can trust. It’s a program designed to support employee health and, as an extension, business health. Learn more.*

*A message from our sponsor.

illustration of pills with one shining under the spotlight of a microscope

Illustration: Francis Scialabba

The FDA is reducing default Phase 3 trial requirements, a move that could speed up drug development and cut costs. Here’s why the change could help biotechs—and why it won’t apply equally across all treatments.

Read now

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