Amazon One Medical launched a GLP-1 management program that integrates obesity treatment into routine care through a combination of virtual and in-person visits, prescription management, and pharmacy fulfillment via Amazon Pharmacy, with insured pricing starting at $25 per month and cash-pay oral options starting at $149 per month. Injectable treatments including Wegovy and Zepbound start at $299 per month without insurance, roughly in line with current market rates, but Amazon is betting its edge lies in same-day delivery and convenience through its existing logistics network, with plans to expand same-day drug delivery to 4,500 cities by the end of 2026. Shares of Hims & Hers Health, Viking Therapeutics, Amgen, and Septerna all fell on the news as investors weighed the competitive threat from Amazon’s entry into the GLP-1 market.
