EPISODE · Apr 28, 2026 · 36 MIN

When $Hims Lost Its Moat

from Thoughts on Healthcare Markets & Technology Podcast · host Thoughts on Healthcare

This is a free preview of a paid episode. To hear more, visit www.onhealthcare.techIn this episode, we walk through the public filings and regulatory sequence that restructured Hims's entire GLP-1 economics between February and April 2026. You'll learn exactly what the Novo settlement and LillyDirect routing arrangement actually mean for margin structure, why the bear case and bull case are simultaneously correct on different timefram…

Episode metadata supplied by the publisher feed · Published Apr 28, 2026

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When $Hims Lost Its Moat

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