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Hims Stock Falls as It Pivots From GLP-1 Compounding. Why the ‘Netflix’ Argument
2 articles · first seen 4/25/2026 · last update 4/23/2026
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- Yahoo4/23/2026, 6:41:00 PMHims Stock Falls as It Pivots From GLP-1 Compounding. Why the ‘Netflix’ Argument Is Failing.
Hims & Hers Health is pivoting away from GLP-1 compounding, announcing it will allow providers to prescribe scripts filled through LillyDirect, Eli Lilly's direct-to-consumer platform. The move marks a strategic retreat from compounded GLP-1 drugs, which had been a key growth driver for the company. The stock is falling on the news, as the so-called "Netflix" argument — that Hims could build a subscription-based weight-loss platform — loses credibility.
- Yahoo4/23/2026, 3:53:00 PMHims Stock Drops on LillyDirect Deal. Can It Be the Netflix of Pharma?
Hims & Hers Health announced it will allow providers on its platform to prescribe medications fulfilled through LillyDirect, Eli Lilly's direct-to-consumer pharmacy service. The deal signals a shift in Hims & Hers' business model toward partnering with branded drug manufacturers rather than competing solely on compounded or generic alternatives. Hims stock dropped on the news, likely reflecting concerns about margin pressure or competitive dynamics.