Final approval triggers a post-market surveillance period
In a Bank of America note published on Monday, the analyst argues that brand mail pharmacy margins can be 5-10% (and in many cases pharmacies are losing money on GLP-1 scripts), which are significantly lower than the 50% gross margins we estimate HIMS is capturing in its GLP-1 portfolio. It is unlikely that HIMS will follow Ros lead to partner with brand manufacturers, the analyst added, because HIMS differentiation and success is tied to its own brand equity for its products and selling branded pharmaceutical drugs would both hurt margins and cannibalize its core products. Diversifying Beyond the Major GLP-1 Drugs Hims could also look to broaden its weight loss offerings, leveraging its established telehealth platform to incorporate non-drug-based solutions
Step 4: replace if uncertain When in doubt, replace
Consult your doctor to check your B12 levels
GLP-1 medications can help people eat less, but a smaller appetite can also make it easier to skip protein, fluids, fiber, and resistance training
At Harmony Aesthetics Spa, I offer in-person consultations and ongoing support right here in Spring, so you never have to navigate your journey alone