Mar 13, 2026: Novo Nordisk vs. Hims & Hers: The GLP-1 Feud That Could Define a $200 Billion Market

Mar 13, 2026: Novo Nordisk vs. Hims & Hers: The GLP-1 Feud That Could Define a $200 Billion Market

From The 7investing Podcast by 7investing

April 3, 2026 · 33 min · Season 1 · Episode 18

About this episode

The episode discusses the competitive landscape between Novo Nordisk and Hims & Hers in the GLP-1 weight loss drug market and its implications for investors.

The feud between Novo Nordisk (NYSE:NVO) and Hims & Hers (NYSE:HIMS) has been one of the most dramatic storylines in biotech investing — and it just took a major new turn. Simon Erickson breaks down the four-year saga: from Wegovy's launch and the FDA shortage list, to compounded Semaglutide flooding the market at a fraction of the cost, to patent infringement lawsuits, and finally to the new distribution agreement signed March 9, 2026.We cover the explosive growth potential of GLP-1 weight loss drugs, why the global weight loss drug market could hit $200 billion — double the size of the diabetes market — and what the new Wegovy oral pill means for both companies and investors. We also examine how Eli Lilly (NYSE:LLY) fits into the competitive picture with Zepbound and why its U.S.-based advantage has translated into stronger investor sentiment compared to Novo.Simon shares his investor takeaways: Novo's pricing power is under pressure, the IP battle is far from over, and new CEO Mike Doustdar appears to be taking a harder line on patent enforcement. Meanwhile, Hims & Hers emerges from this feud with greater clarity on what it can and can't sell — and the patent…

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