In a surprising about-face, Novo Nordisk and Hims & Hers Health have resolved their public dispute.
• Novo Nordisk and Hims & Hers resolve conflict
• Bloomberg: Wegovy is to be sold via a telemedicine platform
• Stocks at a glance
As Bloomberg reported, citing people familiar with the matter, the two companies are planning an official partnership to jointly sell weight loss drugs via the Hims & Hers platform in the future. This agreement marks the end of a bitter feud over patent rights and the marketing of copycat drugs, which only culminated in a lawsuit by Novo Nordisk in February 2026.
The end of a legal escalation
Just a few weeks ago, the companies were hostile to each other. Novo Nordisk, the maker of the blockbuster drug Wegovy, had sued Hims & Hers for patent infringement. The trigger was the US telemedicine provider’s marketing of a significantly cheaper version of Novo Nordisk’s new weight loss pill for just $49. Novo Nordisk accused the company of illegally using the active ingredient semaglutide and endangering patients through copies not approved by the FDA. Hims & Hers, in turn, criticized the lawsuit as an attack on American patients’ access to affordable health care. With the impending partnership, which according to the report could be officially announced as early as Monday, both actors are opting for cooperation instead of further legal dispute.
Joint marketing instead of competition
The new agreement stipulates that Novo Nordisk will make its approved obesity preparations – most notably Wegovy – available directly via Hims & Hers’ online platform. For Hims & Hers, this means an existential security for their business model in the area of weight loss. The company previously benefited from legal exemptions that allowed the production of substitute preparations during official supply bottlenecks. However, since the US Food and Drug Administration (FDA) declared the shortages for semaglutide to be over, the business model with cheap copies came under massive legal pressure. Through the partnership, Hims & Hers now has official access to the branded products and can legally offer them in its direct sales channel.
Impact on the market and shareholders
News of the agreement triggered an immediate reaction in financial markets. Hims & Hers shares jumped 39 percent in after-hours trading on the NYSE as investors viewed the partnership as validating the company and securing future sales. It remains to be seen whether Novo Nordisk shares will also rise on Monday.
For Novo Nordisk, the cooperation offers the opportunity to further expand its market presence and to lead patients who had previously switched to cheaper copycat products back to the original product.
Editorial team finanzen.net
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