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Hims vs Novo Nordisk, Running vs at-home fitness, Women's performance research scores $50M

Feb 6, 2026
A quick rundown of a new compounded GLP-1 pill option and the legal fight it sparked with a major pharma company. A $50M+ initiative launches to fund injury prevention and performance research focused on female athletes. A look at industry shifts as Peloton stumbles while a running brand posts its ninth year of growth, signaling changing consumer fitness habits.
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ADVICE

Expect Legal Risk With Compounded GLP-1s

  • Consider needle-free, lower-cost alternatives for greater patient uptake of weight-loss meds.
  • Expect legal and regulatory pushback when compounding drugs that mimic proprietary formulations.
INSIGHT

DTC Health Firms Moving Into Pharma Manufacturing

  • Vertical integration lets consumer health brands move into compounded pharmaceuticals and manufacturing.
  • That shift pits direct-to-consumer prescribers against big pharma and regulators for patient access control.
ANECDOTE

Founder With Elite Athlete And Clinical Background

  • Dr. Kate Ackerman co-founded the institute after competing as a Team USA rower and practicing sports medicine.
  • Backers include investors like Kara Wu Tsai, linking sports ownership to research funding.
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