# Mar 13, 2026: Novo Nordisk vs. Hims & Hers: The GLP-1 Feud That Could Define a $200 Billion Market

Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market
Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market.md
Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049)
Published: 2026-04-03T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/Mar-13--2026-Novo-Nordisk-vs--Hims--Hers-The-GLP-1-Feud-That-Could-Define-a-200-Billion-Market-e3hbm3g
Audio file: https://traffic.megaphone.fm/APO5892115698.mp3
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Duration seconds: 1971

## Resource

The feud between Novo Nordisk (NYSE:NVO) and Hims & Hers (NYSE:HIMS) has been one of the most dramatic storylines in biotech investing — and it just took a major new turn. Simon Erickson breaks down the four-year saga: from Wegovy's launch and the FDA shortage list, to compounded Semaglutide flooding the market at a fraction of the cost, to patent infringement lawsuits, and finally to the new distribution agreement signed March 9, 2026.We cover the explosive growth potential of GLP-1 weight loss drugs, why the global weight loss drug market could hit $200 billion — double the size of the diabetes market — and what the new Wegovy oral pill means for both companies and investors. We also examine how Eli Lilly (NYSE:LLY) fits into the competitive picture with Zepbound and why its U.S.-based advantage has translated into stronger investor sentiment compared to Novo.Simon shares his investor takeaways: Novo's pricing power is under pressure, the IP battle is far from over, and new CEO Mike Doustdar appears to be taking a harder line on patent enforcement. Meanwhile, Hims & Hers emerges from this feud with greater clarity on what it can and can't sell — and the patent infringement overhang on its stock has been lifted.STOCKS MENTIONED:Novo Nordisk (NYSE:NVO)Hims & Hers (NYSE:HIMS)Eli Lilly (NYSE:LLY)#NovoNordisk #nvo #HimsAndHers #hims #GLP1 #Semaglutide #Wegovy #WeightLossDrugs #Zepbound #EliLilly #InvestingNews #PharmaceuticalStocks #BiotechInvesting #StockMarket #GLP1Stocks #CompoundingSemaglutide #WeightLoss #7investing #Simonerickson

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