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Novo Nordisk opens weight loss drug Wegovy to telehealth; Hims & Hers shares rocket 23%
Novo Nordisk 開放減重藥物 Wegovy 用於遠距醫療;Hims & Hers 股價大漲 23

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Key Points  重點
  • Novo Nordisk said it will offer its weight loss drug Wegovy through telehealth providers Hims & Hers Health, Ro and LifeMD. 
    Novo Nordisk 表示將透過遠距醫療提供商 Hims & Hers Health、Ro 和 LifeMD 提供其減重藥物 Wegovy。
  • The Danish drugmaker is racing to capture more patients now that many compounding pharmacies are legally restricted from making cheaper, unapproved versions of Wegovy, with rare exceptions.
    丹麥製藥商正在爭取更多病患,因為法律限制許多複方藥房製造更便宜、未核准的 Wegovy 版本,只有少數例外。
  • Patients will be able to access Novo Nordisk’s new direct-to-consumer online pharmacy, NovoCare, directly through the telehealth providers.
    患者將可直接透過遠距醫療服務提供者使用 Novo Nordisk 新推出的直接面向消費者線上藥房 NovoCare。

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The "Wegovy" brand slimming syringe is sold in the Achat pharmacy in Mitte, Germany
The “Wegovy” brand slimming syringe is sold in the Achat pharmacy in Mitte. The “Wegovy” slimming syringe has been available in Germany for a year.
Wegovy” 牌纖體針筒在 Mitte 的 Achat 藥房有售。Wegovy” 纖體針筒已在德國上市一年。
Jens Kalaene | Picture Alliance | Getty Images

Novo Nordisk on Tuesday said it will offer its weight loss drug Wegovy through telehealth providers Hims & Hers Health, Ro and LifeMD to expand access to the blockbuster treatment now that it is no longer in short supply in the U.S. 
Novo Nordisk 週二表示,該公司將透過遠距醫療服務供應商 Hims & Hers Health、Ro 和 LifeMD 提供其減重藥物 Wegovy,以擴大該大片療法的使用範圍,目前該藥物在美國已不再供不應求。

Shares of Hims & Hers closed up 23% on Tuesday, while Novo Nordisk’s stock closed up 4%.
Hims & Hers 股價週二收盤上揚 23%,而 Novo Nordisk 股價收盤上揚 4%。

The Danish drugmaker is racing to capture more patients now that many compounding pharmacies are legally restricted from making cheaper, unapproved versions of Wegovy, with rare exceptions. Patients flocked to those compounded versions while Wegovy was in shortage due to skyrocketing demand. 
丹麥製藥商正在爭取更多病患,因為法律限制許多複方藥房製造更便宜、未核准的 Wegovy 版本,只有極少數例外。當 Wegovy 因需求激增而供不應求時,病人卻紛紛湧向那些複方藥物。

“We felt it was really important to work hard to establish a collaboration with telehealth companies so that there could be access to Wegovy as the compounding is winding down,” Dave Moore, executive vice president of U.S. operations at Novo Nordisk, told CNBC. 
“Novo Nordisk 的美國營運執行副總裁 Dave Moore 向 CNBC 表示:「我們覺得努力與遠距醫療公司建立合作關係真的很重要,如此一來,當複合製藥逐步停產時,就有機會取得 Wegovy。

“We’re really pleased about the level of interest to access branded Wegovy and to start to sort of catch people as they come off of compounded medicine,” he said. 
″他說:「我們很高興大家都對使用品牌 Wegovy 感興趣,並開始追蹤不再使用複方藥物的人。

Moore added that the new partnerships make the experience “seamless” for patients since it allows them to access Wegovy straight from their telehealth providers, which “makes it very easy” for them to get the drug shipped directly to their homes. 
Moore 補充說,新的合作夥伴關係讓病患有「無縫」的體驗,因為他們可以直接從他們的遠距醫療服務提供者取得 Wegovy,這「讓他們很容易」就能直接將藥物運送至家中。

Patients will be able to access Novo Nordisk’s new direct-to-consumer online pharmacy, NovoCare, directly through the telehealth providers. 
患者將可直接透過遠距醫療服務提供者使用 Novo Nordisk 新推出的直接面向消費者線上藥房 NovoCare。

That pharmacy offers Wegovy for $499 in cash per month – roughly half its usual monthly list price  – for patients without insurance coverage for the weekly injection. 
該藥房提供的 Wegovy 每月現金價為 499 美元 (約為其一般每月上市價格的一半),供沒有保險的病患每週注射一次。

Each telehealth company’s price may be higher because they likely include additional services, a Novo Nordisk spokesperson told CNBC. 
Novo Nordisk 的發言人告訴 CNBC,每家遠距醫療公司的價格可能會更高,因為它們可能包含額外的服務。

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Hims & Hers said it will begin offering all dose sizes of Wegovy along with access to 24/7 care, nutritional guidance and ongoing clinical support this week, starting at $599 per month to eligible cash-paying patients with a prescription. 
Hims & Hers 表示將於本週開始提供所有劑量規格的 Wegovy,以及全天候的照護、營養指導和持續的臨床支援,起價為每月 599 美元,提供給符合資格且有處方的現金支付病患。

The medication will cost Hims & Hers customers more since it comes with added access to care, the company’s CEO, Andrew Dudum, told CNBC in an interview. He said he thinks the company’s partnership with Novo Nordisk will serve as a case study for how patients get access to and get prices for “great medicine” and other forms of treatment. 
該公司的執行長 Andrew Dudum 在接受 CNBC 訪問時表示,由於這種藥物增加了獲得醫療服務的途徑,因此 Hims & Hers 的客戶將花費更多。他表示,他認為該公司與 Novo Nordisk 的合作關係,將成為病人如何取得「好藥」及其他形式治療的管道與價格的案例研究。

Ro opted for the lower price, announcing Tuesday it will offer access to all doses of Wegovy for $499 per month. The company provides 24/7 messaging, one-on-one coaching, educational content and more through its monthly membership called the Body Program, which does not include the cost of medication.

“Adding Novo Nordisk’s FDA-approved treatments at the best available cash price will help more patients nationwide get the obesity care they need to achieve their goals, particularly those without insurance coverage,” Ro CEO Zach Reitano said in a release.

Earlier this month, Hims & Hers announced that patients could access Eli Lilly’s weight loss medication Zepbound and diabetes drug Mounjaro, as well as the generic injection liraglutide, through its platform. But unlike the company’s collaboration with Novo Nordisk, Lilly released a statement clarifying that it has “no affiliation” with Hims & Hers.

Hims & Hers started prescribing compounded semaglutide, the active ingredient in Novo Nordisk’s diabetes drug Ozempic and Wegovy, in May of 2024. The company has largely had to stop offering the compounded medications en masse, but some consumers may still be able to access personalized doses if it’s clinically applicable, Dudum said. 

“That was one of the first things we shared with Novo is that we will always fight on behalf of what consumers we believe have the right to get,” Dudum said. “The regulation is very clear.” 

During Food and Drug Administration-declared shortages, pharmacists can legally make compounded versions of brand-name medications. They can also be produced on a case-by-case basis when it’s medically necessary for a patient, such as when they can’t swallow a pill or are allergic to a specific ingredient in a branded drug. 

But drugmakers and some health experts have pushed back against the practice, largely because the FDA does not approve compounded drugs. 

Larger, federally regulated compounding pharmacies that make copies of semaglutide in bulk without prescriptions face a legal deadline of May 22 to stop marketing and selling those versions. Smaller, state-licensed compounding pharmacies that manufacture semaglutide copycats for individual prescriptions had a deadline of April 22.  

“The spirit of this is that we stay true to what the rules are,” Moore said. “That’s the best way for us to serve patients.”

— CNBC’s Brandon Gomez and Angelica Peebles contributed to this report.