HEALTHCARE HUDDLE
Pharma’s Direct-to-Consumer Strategy: Telehealth Deals Explained
Pharma has always been good at getting our attention. Doctors get invited to steak dinners or offered speaker fees. Flip open NEJM and there’s an Eli Lilly ad staring back at you on page one. Patients get hit with a clever commercial right in the middle of their favorite show.
But the playbook is shifting. Instead of just ads and perks, pharma is now partnering with telehealth companies—or even building their own platforms—to make it easier for patients to get their (expensive) medications.
In this article, I’ll break down what’s happening in the pharma-to-consumer space, where the major partnerships stand today, and what it all means for patients, physicians, and the health system.
Pharma’s Direct-to-Consumer Playbook
Drugmakers are experimenting with two main approaches to get medications directly into patients’ hands:
1. Telehealth-Integrated Model
Eli Lilly and Pfizer have both launched branded platforms, but neither actually runs its own telehealth service. Instead, they partner with independent telehealth companies whose clinicians can prescribe their medications.
LillyDirect: Covers Zepbound and other Lilly drugs (diabetes, migraine, Alzheimer’s etc.). Patients can use insurance for some medications, but others — like vials of Zepbound — are only available for cash-pay customers.
PfizerForAll: Works similarly. After a telehealth visit with an outside provider, patients can order Pfizer medications directly and have them delivered.
The model cuts out pharmacy middlemen, gives patients cash-pay options, and streamlines prescribing.
2. Direct Cash-Pay Model
Novo Nordisk takes a different approach. Its platform, NovoCare, doesn’t require a telehealth visit. Instead, patients who already have a prescription for Wegovy can purchase (cash) it directly from Novo — often at a lower out-of-pocket price and with home delivery. Roche may add this model, too!
Pharma’s Current D2C Landscape
With the models in mind, here’s where the major partnerships stand — and where they’ve fallen apart. These deals focus on expanding access to anti-obesity drugs like semaglutide and tirzepatide.
Novo Nordisk Partnerships
Hims & Hers (ENDED): Novo pulled the plug on a marketing deal after Hims continued selling compounded GLP-1s. Novo cited “illegal mass compounding” and “deceptive marketing.”
WeightWatchers (ACTIVE): Still a flagship partner. Now sells Wegovy to self-pay patients via NovoCare Pharmacy and has publicly stopped selling compounded semaglutide.
Ro (ACTIVE): Partner in Novo’s cash-pay coupon program for Wegovy.
LifeMD (ACTIVE) Part of Novo’s select telehealth network for branded access.
Eli Lilly Partnerships
Noom (ENDED): Lilly terminated the partnership after Noom refused to stop selling compounded GLP-1s, in direct conflict with Lilly’s partnership rules.
WeightWatchers (ACTIVE): Integrated with LillyDirect via Gifthealth for Zepbound access.
Ro (ACTIVE): Offers Zepbound through LillyDirect.
Knownwell (ACTIVE): Joined LillyDirect in April 2025, offering hybrid metabolic care and direct access to Lilly medications.
So, as you can see, Novo is rewarding partners who abandoned compounded meds, while cutting ties with those who haven’t. Lilly is enforcing the same rule — keeping WeightWatchers, Ro, and Knownwell in the fold, while dropping Noom.
Dashevsky’s Dissection
At its core, pharma’s new direct-to-consumer push is about revenue. More patients on branded meds means more sales. At the same time, these models can improve access to effective therapies like GLP-1s. In theory, it’s a win-win — patients benefit, and capitalism does its thing.
But when you follow the money, things get murkier. A group of senators — Durbin, Sanders, Warren, and Welch — recently released a report raising concerns about these pharma-telehealth partnerships. Their findings weren’t surprising, but they’re worth calling out:
High prescribing rates: 74% of patients routed through LillyDirect and 85% through PfizerForAll ended up with prescriptions. For some telehealth partners, like Cove, that number was 100%.
Patient “self-diagnosis”: Platforms like Cove let patients select their preferred drug before even seeing a provider, blurring the line between shopping and clinical care.
Cursory appointments: Some visits didn’t require video — raising questions about whether clinicians ever actually examined patients.
Again, none of this is shocking. Of course pharma designed these partnerships to drive prescriptions of their own drugs. That was the point from day one. And if they’re also increasing access to medications that work, why the outrage?
Some (or just me?) have compared this to the PBM model, where pharma pays rebates to secure formulary access. But there’s an important distinction. In the PBM world, those rebates don’t directly dictate an individual physician’s prescribing. There are multiple layers between pharma and the exam room — insurers, formularies, patient cost-sharing. With these new partnerships, those layers disappear. The telehealth provider is just one step away from pharma, and in some cases, the patient can even pre-select the drug before the visit. That’s a much thinner firewall protecting independent medical judgment.
So, the real risk of these partnerships presents when they cross the line into prescribing that’s unnecessary or clinically inappropriate. That’s where “profit over patients” becomes dangerous.
I’m in favor of innovative models that expand access. But I agree with the senators’ conclusion: if these arrangements are edging into anti-kickback territory — steering patients toward specific drugs through financial relationships and selective networks — then regulators have a role to play. Innovation should not come at the expense of independent clinical judgment or patient safety.

INEFFICIENCY INSIGHTS
Why Dynamic Scheduling Could Be the Key to Cutting No-Shows
Long wait times and no-shows are the twin headaches of outpatient scheduling—and here’s the irony: the two are connected.
The longer a patient waits for an appointment, the more likely they are to cancel or never show up at all. Add in that no-show rates spike at certain times of day and in certain patient groups, and you start to see the real operational drain this creates.
We’ve thrown the usual fixes at the problem—patient portals, reminder texts, overbooking—but the data tells a different story about where the biggest opportunity might be. It’s not just about reminding patients to come… it’s about rethinking how we build the schedule in the first place.
👉 Full breakdown here.

HUDDLE #TRENDS
Medicare Advantage Explained: Growth, Profits, and Problems
Medicare Advantage was supposed to deliver better care at a lower cost.
Instead? It’s become a money-making machine for insurers—one that thrives on upcoding, prior auth denials, and favorable selection. Over half of all Medicare beneficiaries are now enrolled in MA plans, and yet the government is projected to overspend by tens of billions of dollars every year.
Even lawmakers—Republican ones—are calling it what it is: a “bastardized” version of the original vision.
So how did we get here? And what would it actually take to fix the system?
👉 See all my prediction updates here.

HUDDLE UNIVERSITY
Healthcare 101 Course
We were trained to take care of patients. But no one ever taught us how the system actually works:
How hospitals get paid.
Why your patient’s prior auth was denied.
What Medicare Advantage is doing to care delivery.
And why everything feels harder than it should.
That’s why I built this course: How Healthcare Really Works.
It’s short, visual, and built for people like us — physicians trying to make sense of the business and policy forces shaping our day-to-day work.
👉 Enroll in the course here.

NEW COURSE
Sponsor my next course: AI Meets Medicine
I’m launching a new course — AI Meets Medicine: 11 Practical Uses of Generative AI in Healthcare. It’s practical, evidence-based, and built for physicians and healthcare leaders.
I’m looking for one exclusive sponsor to make this course free for all 30,000+ Healthcare Huddle subscribers. Perfect for companies innovating in areas like:
AI documentation
Patient engagement
Genomics
Decision support
Digital health.
You’ll get your brand front and center on the course, in launch promotions, and across LinkedIn.
If this sounds like your kind of opportunity, reply to this email and I’ll send the details with the course syllabus.