HIMS to offer Liraglutide after shortage rule changes
HIMS leans into Liraglutide as a replacement for Semaglutide in the face of shortage rule changes. Is it good enough?

Earlier this year when the active peptide (Tirzepatide) in popular GLP1 Receptor Agonists Mounjaro and Zepbound was taken off the FDA shortage list, companies were forced to act quickly:

While the a large consortium of compounders effectively lobbied (and sued) the FDA into avoiding restrictions on compounding, other companies that provide GLP1s became wary and have now started trying to change their supply lines.
Who can manufacture GLP1s like Semaglutide and Tirzepatide?
Right now, there are essentially only two companies that can manufacture GLP1 Receptor Agonists – Eli Lilly and Novo Nordisk.
This isn't completely true of course – there are many other popular GLP1 Receptor Agonists that work in a similar way that can be substituted, but as far as the most popular formulations (Ozempic, Rybelsus, Wegovy, Mounjaro, Zepbound), these are produced by just the two above companies.
Check out our quick explainer
Compounders were able to start creating formulations of the drugs because of the FDA declared shortage on Tirzepatide and Semaglutide. This came into question with Tirzepatide being taken off the shortage list, but the FDA's note on reconsidering the list removal (and pledge to not pursue legal action against compounders) enabled compounders to continue for an indefinite while longer:
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