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Deep & Emerging Tech·November 6, 2026·1 min read

Hims & Hers struck a GLP-1 deal with Lilly. Its stock is rallying.

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Hims & Hers locking in a GLP-1 supply deal with Lilly—while agreeing not to compound—shows how access and compliance can be turned into a consumer-health growth story. Digital health players need to secure upstream pharma relationships early if they want to ride the GLP-1 wave.