The health stack is starting to connect data, interpretation, and treatment.
Hims is ready for what’s next
Reporting Q2 earnings, CEO Andrew Dudum said the company plans to offer approved peptides by year-end, following investments in US-made peptide APIs and clinical infrastructure.
- Subscribers grew 19% to 2.9M, giving Hims a growing distribution channel for whatever therapies come next.
- The bigger opportunity is vertical integration. Hims already owns the consumer relationship and increasingly controls the clinical and fulfillment layers around it.
As more therapies move into DTC channels, built-in distribution will continue to become a strategic asset.
Abbott and Google are connecting more health data
Abbott’s Lingo glucose data is integrating with Google Health’s AI Coach, bringing metabolic information into a broader picture that includes activity, sleep, and recovery.
The move follows Abbott’s investment in WHOOP and Lilly’s investment in Oura, as traditional healthcare companies move closer to the consumer health ecosystem.
The value is in turning fragmented data streams into actionable insights, creating a new competitive arena around who owns the health profile — and who gets to interpret it.
Amazon and Novo Nordisk are building the AI layer for pharma
AWS is becoming Novo’s strategic AI partner, with the companies launching a joint hub in London.
Amazon’s Bio Discovery platform will be used to accelerate drug development, putting Novo alongside NVIDIA, OpenAI, and Anthropic in the race to apply AI across pharma R&D.
For drugmakers, the move reflects the emerging role of AI in the infrastructure required to discover and develop the next generation of therapies.
