This chart highlights why I believe $LLY will eventually be forced to partner with $HIMS and other telehealth providers.
$NVO recognized early that telehealth platforms are powerful distribution and marketing channels. By partnering with companies like Hims and Ro, Novo incentivizes them to actively promote and market their products, expanding consumer awareness and driving demand.
Eli Lilly has taken a different approach. While telehealth platforms can sell Lilly’s products, they don’t meaningfully participate in the economics. As a result, Hims and Ro have little incentive to dedicate marketing dollars toward Lilly’s offerings.
The outcome is clear: oral Wegovy receives marketing support from multiple consumer health brands, while Lilly is largely left promoting Foundayo on its own. That imbalance in consumer exposure makes it much harder for Foundayo to gain traction and mindshare.
Over time, I believe Lilly will recognize that broader distribution alone isn’t enough. Strategic partnerships with telehealth platforms can create an army of marketers promoting your product. Eventually, partnering with $HIMS may be the most effective way for $LLY to accelerate awareness and adoption.
@KabraxFX I don’t like P/S when it comes to insurance it’s a lower margin business.
That said I used $100 for every ticker I own no TL on any of them hitting it. Just a broad statement.