Hims & Hers Betting on FDA Loophole to Keep Selling Compounded Medications -- Market Talk

Dow Jones
04-03

1317 ET - Hims & Hers is hoping to take advantage of an FDA rule to be able to keep selling compounded versions of weight-loss drugs, even after the GLP-1 shortage has ended, Needham analyst Ryan MacDonald tells WSJ. The personalization exemption rule allows companies to sell compounds if they are personalizing the treatment for a patient; for example, if the patient needs to take an oral form instead of an injection. Hims hopes it can keep offering personalized compounds, as compounded drugs make up a significant portion of its weight-loss revenue, MacDonald says. But if the FDA finds this illegal, the company may be challenged to meet revenue goals, MacDonald says. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

April 02, 2025 13:17 ET (17:17 GMT)

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