Hims & Hers Health Addresses Scrutiny of GLP-1 Composition | STATUS

Katie Palmer covers telehealth, clinical artificial intelligence, and the health data economy, with a focus on the impacts of digital healthcare for patients, providers, and businesses. You can reach Katie on Signal at palmer.01.

Over the past year and a half, direct-to-consumer telehealth company Hims & Hers has become a leading voice in the debate over GLP-1 weight-loss drugs. On Monday, it announced its final quarter 2025 results after a turbulent month that raised questions about the regulatory risks of the company’s capitalization model and the threat of an investigation.

On the call, Andrew Dudum, CEO of Hims & Hers, addressed the increased scrutiny of GLP-1 compounds and its impact on the company’s bottom line, with a focus on Hims’ other drugs, including weight loss. “We think there’s really sustainable weight activity,” Dudum said, “even if you think you’re sort of in a drastic scenario where the GLP-1 compounds aren’t there.”

But investors see the company’s near-term prospects as closely tied to the GLP-1 weight-loss drugs it began prescribing in May 2024. The company said it had 2.5 million subscribers at the end of 2025, an increase of 282,000 from the same period in 2024. For the full year, it generated $2.35 billion in revenue – up from $1.5 billion in 2024 – but net profit remained almost flat at $128 million. The company forecasts revenue of $2.7 billion to $2.9 billion for 2026.