[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Tevis [@FunOfInvesting](/creator/twitter/FunOfInvesting) on x 17.1K followers Created: 2025-07-15 11:20:33 UTC Main Takeaways from $HIMS CEO Andrew Dudum's Washington Post story: X. $NVO & $HIMS were discussing a new product to make vials of Wegovy for Hims to sell under its brand (expansion of partnership) X. Novo put pressure on Hims to prioritize Wegovy over compounded semaglutide X. Novo ended the partnership without even notifying Hims before announcing it to the public! X. It seems Novo was trying to throw their weight around to bully Hims into stopping the compounding, even meddling in medical providers' decisions X. Andrew Dudum said he wouldn't rule out a future partnership with Novo Bottom Line: It sounds like this partnership was a test for $NVO to see how much they could get away with and what they learned was that $HIMS would not be bullied. Hims management was confident in their stance and leverage. And if / when the two companies decide to partner again in the future, there will be no misconceptions about what Novo can/cannot get away with. With them, just as with a potential $LLY partnership in the future, this episode has proven that any future partnership will be a partnership of equals. This is the salient takeaway here imo.  XXXXX engagements  **Related Topics** [coins healthcare](/topic/coins-healthcare) [novo](/topic/novo) [hims](/topic/hims) [wegovy](/topic/wegovy) [$hims](/topic/$hims) [hims hers](/topic/hims-hers) [stocks consumer defensive](/topic/stocks-consumer-defensive) [$nvo](/topic/$nvo) [Post Link](https://x.com/FunOfInvesting/status/1945081044064952464)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Tevis @FunOfInvesting on x 17.1K followers
Created: 2025-07-15 11:20:33 UTC
Main Takeaways from $HIMS CEO Andrew Dudum's Washington Post story:
X. $NVO & $HIMS were discussing a new product to make vials of Wegovy for Hims to sell under its brand (expansion of partnership)
X. Novo put pressure on Hims to prioritize Wegovy over compounded semaglutide
X. Novo ended the partnership without even notifying Hims before announcing it to the public!
X. It seems Novo was trying to throw their weight around to bully Hims into stopping the compounding, even meddling in medical providers' decisions
X. Andrew Dudum said he wouldn't rule out a future partnership with Novo
Bottom Line: It sounds like this partnership was a test for $NVO to see how much they could get away with and what they learned was that $HIMS would not be bullied. Hims management was confident in their stance and leverage.
And if / when the two companies decide to partner again in the future, there will be no misconceptions about what Novo can/cannot get away with.
With them, just as with a potential $LLY partnership in the future, this episode has proven that any future partnership will be a partnership of equals. This is the salient takeaway here imo.
XXXXX engagements
Related Topics coins healthcare novo hims wegovy $hims hims hers stocks consumer defensive $nvo