I've been waiting for the big showdown between drugmakers and compounders for months, and it's finally here.
Today on Post-Hoc Live at 12 p.m. ET, we'll be talking about telehealth company Hims & Hers' plan to start selling a lower-cost, compounded version of Novo Nordisk's anti-obesity pill, which the drugmaker launched earlier this year.
You can join us live on YouTube and set a calendar reminder for when we start.
Compounders and telehealth companies have been eating away at the obesity market almost since the second the blockbuster GLP-1 drugs launched. But drugmakers have been somewhat restrained in how they've pushed back.
That changed yesterday, when Novo threatened to go after Hims directly, and the FDA said it would stop the "mass-marketing" of compounded drugs. But while it may seem like a clear-cut case of Hims busting Novo's patents and exclusivity, the legal reality may not be so simple.
I'll be talking with our own Shelby Livingston, who has covered compounders since the start of this story, and attorney Edgar Asebey, a partner at Frier Levitt who works on compounding and FDA issues.
The showdown has huge implications for brand-name drugs and what patent and exclusivity protections pharma companies really have — and for the future of the telehealth and compounding industries that have grown thanks to GLP-1 drugs like Wegovy and Zepbound. We'll talk about the legal strategies, what each side stands to win or lose, and where the story goes from here.
See you in a few hours!
— Drew Armstrong, Executive Editor
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