A screenshot from Noom's website. (Sherwood News)

Lilly cuts partnership with Noom in latest salvo in war on compounded GLP-1s

The end of the partnership marks the latest schism between drugmakers and telehealth providers.

7/25/25 4:42PM

Eli Lilly has terminated its partnership with Noom after the telehealth platform continued to sell knockoff versions of blockbuster GLP-1 drugs.

Lilly’s pharmacy provider “has notified Noom that it is terminating Noom’s LillyDirect platform integration,” a spokesperson for the company told Sherwood News on Friday. The partnership with Noom was announced in March and allowed patients on the platform access to vials of Lilly’s blockbuster weight-loss drug Zepbound, which are cheaper than the pens typically sold.

Noom has recently promoted “microdosed” GLP-1 treatments, using compounded versions of the diabetes and weight-loss medication. Lilly has previously said that part of its deals with telehealth partners are that they don’t continue selling knockoff versions of GLP-1s.

Noom did not immediately respond to a request for comment.

Telehealth companies like Hims & Hers and Noom began selling copies of the popular weight-loss drugs while they were in shortage but were supposed to stop selling them at scale when supply issues waned earlier this year.

Lilly and Novo Nordisk, which makes rival weight-loss drugs, struck deals with several telehealth companies in what they described as an effort to transition patients who were on compounded versions of their drugs to the name-brand version. But some telehealth companies, which can make more money selling knockoffs compared to shifting customers to the name-brand version, have quietly continued to offer compounded versions.

The end of Lilly’s partnership with Noom marks the latest schism between drugmakers that manufacture the massively popular drugs and the telehealth companies that have helped expand their reach.

Novo Nordisk has partnerships with telehealth providers. In June, Novo abruptly said it was calling off its deal with Hims & Hers and accused the company of “illegal mass compounding and deceptive marketing.”

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OpenAI’s ARR reached over $20 billion in 2025, CFO says

Sam Altman’s $500 billion artificial intelligence behemoth hit a major financial milestone last year, according to a new blog post over the weekend from OpenAI CFO Sarah Friar, as the company confirmed it had hit a more than $20 billion annual revenue run rate at the end of 2025.

Elsewhere in the blog post, Friar spent time addressing the company’s shifting goals, referencing plans to “close the distance between where intelligence is advancing and how individuals, companies, and countries actually adopt and use it.” As has become customary in the AI company press release genre, the CFO was also keen to tout the unending growth of the business, writing:

“Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization.”
“Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and ~1.9 GW in 2025.”

And, perhaps most importantly for current backers and those keeping an eye on the private company before its rumored mega IPO:

“Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025. This is never-before-seen growth at such scale.”

That latest figure has certainly set tongues in the tech world wagging, just as the company announced it would begin rolling out ads to free and ChatGPT Go users. It also puts the chatbot giant a fair way ahead of competitors like Anthropic, the company behind Claude.

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“Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization.”
“Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and ~1.9 GW in 2025.”

And, perhaps most importantly for current backers and those keeping an eye on the private company before its rumored mega IPO:

“Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025. This is never-before-seen growth at such scale.”