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Endpoints News
Tuesday, 10 March 2026
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Off again, on again
The latest plot twist in the Hims & Hers v. Novo Nordisk relationship? They're working together — again. 
As part of that, Novo filed a motion to dismiss the lawsuit it brought against Hims in February, though it reserves the right to refile in the future.
My initial reaction is that this seems like a really big win for Hims, particularly around the role it plays in getting weight loss medications to consumers. Though, as Shelby reminds me, it remains to be seen how this impacts Hims' customer retention, weight loss revenue and profits.
“As we've seen through virtually any area of the entire pharma supply chain, selling branded drugs comes at a much thinner margin because of patent protections,” Leerink analyst Michael Cherny told Shelby on Monday. And Hims will have to add more customers to offset the thinner margins, he said.
But after last year's partnership quickly fell apart, it's always possible this one might not last, either. 
Coming up today in our next Post-Hoc Live, I'll plan to dig more into these initial reactions, plus the significance for Novo, Hims and the world of GLP-1s beyond the two companies. I'm chatting with Shelby and our senior biopharma journalist Elizabeth Cairns later this morning, March 10, at 11:30 a.m. ET. We’ll be live on YouTube here, and you can set a calendar reminder for showtime.
 - Lydia
Here’s what’s new
Hims agrees to limit compounding, ending feud with Novo Nordisk
Hims & Hers has agreed to of­fer No­vo Nordisk’s GLP-1 obe­si­ty and di­a­betes treat­ments on its web­site and lim­it ac­cess to com­pound­ed ver­sions.
Universal Health Services buys Talkspace for $835M
Uni­ver­sal Health Ser­vices, which op­er­ates hos­pi­tals and men­tal health­care fa­cil­i­ties, is ac­quir­ing Talk­space for $835 mil­lion in an area close­ly watched for con­sol­i­da­tion, as vir­tu­al men­tal health com­pa­nies grap­ple with falling val­u­a­tions.
Eli Lilly's new program aims to boost employer coverage of GLP-1s
With in­sur­ance cov­er­age of weight loss med­ica­tions stalled, Eli Lil­ly has de­vel­oped a pro­gram to give em­ploy­ers an­oth­er way to pay for their work­er­s' GLP-1 treat­ments.
Regulatory endorsement
A post on X from FDA's Marty Makary shares his views on the news that Novo and Hims are now partners following a monthlong legal feud.
FDA Commissioner Marty Makary cheered on the Hims/Novo partnership in a post on X, calling it a “win for the American people.” Makary in February had been vocal about Hims’ decision to offer a compounded version of Novo’s Wegovy pill, saying at the time that the agency would take “decisive steps” against GLP-1 compounding.
This week in health Тech
The Peterson Health Technology Institute’s latest report evaluates virtual gastrointestinal care solutions. The report broke down approaches by wraparound solutions and clinician-led solutions, finding that both led to decreased net spending. The report found evidence to support both types of programs, particularly for patients with irritable bowel syndrome.

CVS Health launched a new health tech subsidiary called Health100 in partnership with Google Cloud. The goal is to have a place where consumers can look at their insurance benefits, pharmacy benefits and providers.

“That’s the shift we're building towards throughout 2026 and beyond, a simpler, more connected healthcare journey that empowers consumers to stay engaged,” said Tony Ambrozie, SVP and chief digital and technology officer, pharmacy at CVS at a press briefing with Google Cloud. “It's going to be a long journey, and we will work with a lot of partners to make that happen.” CVS said it expects to launch Health100 this year.

Omada had 150,000 users on GLP-1s by the end of its financial year, the company shared during its fourth-quarter earnings call on Thursday. It started offering the weight loss drug as a treatment option last November, adding 100,000 users on the medication in 2025.
Sage, a startup building software for caregivers working in senior living and skilled nursing, raised $65 million. Growth Equity at Goldman Sachs Alternatives led the Series C round.
Procode AI, a startup offering revenue cycle management for surgeons, raised $4 million. Story Ventures led the investment.
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