4 ms·
Hims is mostly marketing. They are using compounding pharmacies to fulfill orders. Compounders are a shady industry in general, and most the GLP places are usin
by Spooky23 9mo ago
Hims is mostly marketing. They are using compounding pharmacies to fulfill orders. Compounders are a shady industry in general, and most the GLP places are using Florida pharmacies, which are notoriously extra shady, as Floridas regulatory function is deliberately incompetent.
Compounders are primarily regulated at the state level, and regulatory effectiveness varies. The more legit ones are mostly buying Rybelsus (the pill version of Ozempic for Type 2 diabetes) at wholesale and crushing it. The shadier ones are using precursors, sourcing from questionable & unregulated suppliers or watering down does and adding stuff like vitamin B-12.
The FDA has more limited jurisdiction, and they have been busy firing people.
The federal attention probably has more to do with whatever grift POTUS has going with Eli Lily and Novo Nordisk. Both companies are about to scale up their daily tablet versions of Wegovy and Zepbound at lower price points, and that availability will push the cost of compounded injectables way down.
- nostrebored 9mo agoThey are adding B12 as a way to say that it’s tailored to individuals and not available. I’ve used mainly compounded medicine over the last five years and find the fervent dislike that people have for compounders bizarre. If you look into generic regulation in the US, the standards are already through the floor. I’d rather work with someone who has a more direct financial incentive to not fuck up.
- Spooky23 9mo ago> They are adding B12 as a way to say that it’s tailored to individuals and not available. Yes, adding B12 is a regulatory fig leaf. So is bribing public officials: https://www.cnbc.com/2025/01/07/hims-hers-donates-1-million-to-donald-trumps-inauguration-fund.html https://www.cnbc.com/2025/01/07/hims-hers-donates-1-million-...
- nostrebored 9mo agohttps://www.quiverquant.com/lobbying/stock/NVO/ https://www.quiverquant.com/lobbying/stock/NVO/ Sure, and Novo spent 2M last quarter on lobbying. Nobody in this industry comes out looking wonderful. But the compounders who are meeting demand are not Hims & Hers.
- Spooky23 9mo agoTotally the same. Enjoy your bone broth.
- nostrebored 9mo agoIs liking bone broth supposed to be some sort of dog whistle? I am open to being convinced that I’m wrong here, but you’re doing a pretty terrible job.