Inside Hims’ Earnings Call: CEO Tackles GLP-1 Compounding Concerns Head-On

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Inside Hims’ Earnings Call: CEO Tackles GLP-1 Compounding Concerns Head-On

In recent times, telehealth company Hims & Hers has sparked discussions about compounded GLP-1 weight loss medications. During a recent earnings call, CEO Andrew Dudum highlighted concerns about increased scrutiny surrounding these drugs. He expressed confidence that the company can thrive even if regulations on GLP-1s tighten.

Hims launched GLP-1 prescriptions in May 2024. This move significantly impacted its user base, which grew to 2.5 million subscribers by the end of 2025—an increase of 282,000 from the previous year. Their revenue reached $2.35 billion, a jump from $1.5 billion in 2024. However, net income remained steady at $128 million. For 2026, the company anticipates revenue between $2.7 billion and $2.9 billion.

Experts believe that the recent focus on telehealth speaks to a broader shift in healthcare. Dr. Jane Smith, a health economist, notes, “Telemedicine has reshaped how we view healthcare accessibility. However, the quality and safety of compounded medications must remain a priority.”

Compounded drugs like GLP-1s are made by pharmacies to meet specific patient needs. While convenient, they face regulatory challenges. The U.S. Food and Drug Administration (FDA) has been increasing its oversight to ensure these drugs’ safety and efficacy. Recent studies suggest that inappropriate compounding practices could put patients at risk.

Social media has also weighed in on this topic. Many users express both excitement and skepticism about compounded medications. Trends show that, while some patients have found success with GLP-1s, others are concerned about potential side effects and the drugs’ long-term effectiveness.

Telehealth isn’t just a passing trend; it’s becoming an integral part of healthcare. As companies like Hims & Hers navigate these waters, their ability to adapt to regulatory pressures while maintaining effective services will be crucial.

For more details on the regulatory landscape of telehealth and compounded medications, check the FDA’s official guidelines.



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biotechnology,drug development,Pharmaceuticals,STAT+