$50 price difference between an unsafe/uneffective copy cat vs the real official drug. Only silver lining if its allowed to stand.

little suspicious that NOVO preemptively lowered revenue guidance citing “increased competition” technically, the GLP shortage ends Feb 21st so this could actually be Dudum pulling a Trump using headlines to manipulate expectation, gain leverage, and then quietly close a deal.

I have no doubt managment was expecting something like this. Aside from the illegality of this. Even if this does hold and they are allowed to copy cat (No ANDA, no bioequivalent generic testing, drug still patented) the difference in Novo's price vs hims price is $50.

The saga is basically because of HIMS not giving a single fuck. They’re the problem.

With current administration it might end up to allow to compound non-US drugs by US companies only. So only the US benefits from it.

I totally agree with that! 👍

The price battle wont help neither of them but its good for the customer at least in the short and mid term. Basically $HIMS is undercutting $NOVO and they are already under immense cost pressure. Last year alone 5000 people were fired in Denmark and this year it will be more