One of the most-followed voices in health and longevity now sits on the board of a $4.5 billion telehealth company fighting for credibility as regulators tighten the screws on compounded GLP-1s. That is a distribution and trust asset rivals cannot buy, and it lands while the weight-loss price war is still escalating.
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Hims & Hers just landed Eli Lilly's branded GLP-1s on its platform, with self-pay pricing starting at $149 a month for Foundayo, and it agreed to stop offering compounded copies of Lilly's drugs. That swaps a legally shaky revenue stream for an authorized supply deal with the category leader.
Nearly 48 points separated the best and worst names in a 383-stock universe at the close, with Digital Turbine's 37% drop setting the floor. Take-Two's 8% gain came a day after its quarterly filing, while Hims & Hers kept sliding on its Q3 miss.
The Q3 earnings miss filed the night before outweighed the fresh Eli Lilly partnership, leaving the stock down 12% from its $22.11 open.
- Earnings release
HIMS Q3 2026 earnings miss
- Feb 23, 5:20 PM ET · SEC 10-K
- Nov 6, 2026 · Press release
Moves: Nov 10, 11:00 AM ET · Alpha Vantage quote
Digital Turbine has shed 37% of its value at the open, a wipeout no other name in the 386-stock priority list comes close to matching. Take-Two leads the other direction at nearly 9%, so the session's spread runs about 46 points wide.
Gross margin collapsed to 57% from 74% a year ago, turning 49% revenue growth into a loss where analysts modeled a profit. Management also trimmed full-year adjusted EBITDA guidance to $257 million to $277 million, so the international land grab is costing more than the top line implies.
The platform people can rely on for their health every day, in every category, and every market, is the platform that will transform the industry. We believe we are building that platform.
Dudum is asking investors to value a $5.1 billion company on breadth across every category and every market, looking past the weight-loss franchise that got it here. With GLP-1 pricing pressure and compounding rules tightening, the pitch rests on whether new categories scale fast enough to carry the story.
Hims & Hers is down 12.35% to $22.79 after announcing its expanded-access deal with Eli Lilly, with partner Eli Lilly up 3.36%. Traders are pricing the agreement as a margin concession rather than a volume win.
- Press release
Hims & Hers Lilly deal press release
- Nov 6, 2026 · Press release
- Feb 23, 5:20 PM ET · SEC 10-K
Moves: Nov 9, 3:40 PM ET · Alpha Vantage quote
Hims & Hers gave back nearly 10% from a $26 open on the day its Eli Lilly deal press release landed. Eli Lilly is up 3.08%, with the partnership not translating into credit for the telehealth side.
- Press release
Hims & Hers Lilly deal press release
- Nov 6, 2026 · Press release
- Feb 23, 5:20 PM ET · SEC 10-K
Moves: Nov 9, 2:40 PM ET · Alpha Vantage quote
Nearly 12% off the $26.25 open to $23.12 takes roughly $600 million off a $5.2 billion company in one session. Double-digit intraday swings are routine in this name, which is exactly why the close matters more than the dip.
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