HIMS isn’t a GLP-1 Company
1.
Cigna’s partnership with $Eli Lilly(LLY)$ and $Novo-Nordisk A/S(NVO)$ to cap out-of-pocket payments at $200 for Zepbound and Wehovy has 0 significance for $HIMS.
Some other insurers are already offering them starting from $0 in select plans.
Cigna’s plan only apply if you have already paid for the the add-on, meaning real cost is above $200.
Lastly, I don’t know how many times we have to say this:
$Hims & Hers Health Inc.(HIMS)$ isn’t a GLP-1 company…
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