Shares of Novo Nordisk (NYSE:NVO) declined 1.5% on Thursday following an announcement from Amazon Pharmacy that it will make Eli Lilly’s (NYSE:LLY) recently approved GLP-1 pill, Foundayo, available through its platform with same-day delivery. Hims & Hers Health (NYSE:HIMS) fell 0.5% in reaction to the news.
Amazon Pharmacy detailed that customers holding valid prescriptions can order Foundayo, a once-daily oral therapy indicated for adults with obesity or overweight with weight-related medical conditions, and receive fast medication delivery directly to their homes on a nationwide basis. The company framed the move as part of broader access and convenience for patients seeking weight-management medications.
Price points cited by Amazon Pharmacy place insured out-of-pocket costs as low as $1 per day, or $25 per month. Cash-paying customers would face a price of $5 per day, or $149 per month. The company said manufacturer-sponsored coupons will be applied automatically before checkout.
Operational rollout details include Same-Day Delivery availability for Foundayo in nearly 3,000 cities and towns initially, with expansion to nearly 4,500 locations expected by the end of the year. For more remote areas, Amazon Pharmacy said it will provide next-day, two-day and three-day prescription delivery options, contrasting those timelines with the five- to 10-day windows commonly associated with other mail-order delivery services.
Amazon also indicated that patients will soon be able to obtain medications through in-office, licensed pharmacist-supported kiosks at select One Medical locations immediately following medical appointments, allowing for same-day receipt after an in-person visit at participating sites.
The company noted it has dispensed GLP-1 medications since 2021 and offers 24/7 access to licensed pharmacists. Amazon said customers have saved in excess of $200 million through automatic coupon application to date, and that GLP-1 therapies account for the largest share of those savings, according to the company statement.
The announcement underscores intensifying competition within the market for weight-management medications, as expanded distribution channels, low out-of-pocket pricing and automatic coupons alter patient access and the retail pharmacy landscape.