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Feb 11, 2026
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SHORT
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Novo Nordisk has filed lawsuits against Hims & Hers (and others) for patent infringement regarding compounded GLP-1s. If NVO successfully blocks the sale of compounded semaglutide, HIMS loses a massive, high-margin revenue stream that has driven its recent growth. SHORT. Regulatory and legal headwinds are mounting against the "mass compounding" business model. Lawsuits could drag on for years; FDA could maintain shortage list status allowing compounding to continue. |
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