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Feb 18
|
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$15.84
$15.84
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - HIMS
Hims & Hers Health, Inc. (HIMS) Stock Dips Wh...
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Feb 18
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$15.84
$15.84
+0.0%
|
N/A
|
Finnhub News
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— |
Finnhub - HIMS
Hims And Hers Weighs Legal Risks Against Grow...
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Feb 18
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$15.84
$15.84
+0.0%
|
SHORT
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Marty Makary
FDA Commissioner
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Makary explicitly confirms the FDA sent Hims & Hers a warning letter in September regarding their marketing claims and compounding practices. He states the FDA is "serious about cracking down on mass marketing claims" and unapproved APIs now that shortages are ending. HIMS has relied heavily on compounded GLP-1s for recent growth. An active FDA crackdown targeting them by name suggests significant regulatory risk to this revenue stream. SHORT due to heightened regulatory enforcement and the end of the shortage exemptions that allowed their business model to thrive. HIMS may successfully pivot to branded partnerships or the FDA enforcement may be slower than anticipated. |
CNBC
FDA's Marty Makary: Everything should be over...
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Feb 18
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$15.84
$15.84
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Do You Think Hims & Hers Health (HIMS) is Pos...
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Feb 18
|
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$15.84
$15.84
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Hims & Hers Health: 5 Key Questions Ahead Of ...
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Feb 18
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$15.84
$15.84
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Deutsche Bank Cite Near-Term Growth Concerns ...
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Feb 17
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$16.27
$15.84
-2.6%
|
N/A
|
Finnhub News
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— |
Finnhub - HIMS
Hims & Hers Faces New Hurdle In Weight-Loss B...
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Feb 17
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$16.27
$15.84
-2.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Market Whales and Their Recent Bets on HIMS O...
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Feb 16
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$16.30
$15.84
-2.8%
|
LONG
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Thread Guy
Crypto influencer, independent
|
"The obvious take is him looks maxing people want to look good long hymns." If the cultural zeitgeist is shifting towards "looks-maxing" (men improving physical appearance/health), Hims & Hers is the direct infrastructure provider for hair loss, skin care, and weight loss products (GLP-1s). LONG HIMS as a direct beneficiary of the male self-improvement trend. Regulatory crackdowns on telehealth or compounded GLP-1s. |
Thread Guy
LIVE: OPENAI BOUGHT OPENCLAW! ANTHROPIC IS CO...
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|
Feb 16
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Novo Nordisk Patent Fight With Hims And Hers ...
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|
Feb 16
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Wall Street Sees 84% Upside in Hims & Hers (H...
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Feb 16
|
|
$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Analysts Estimate Hims & Hers Health, Inc. (H...
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Feb 14
|
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$16.30
$15.84
-2.8%
|
NEUTRAL
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Finnhub News
|
The headline suggests Ozempic has created a significant disruptive shift in the pharmaceutical industry, akin to the impact of Napster. |
Finnhub - HIMS
How Ozempic Brought a Napster Moment to Big P...
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Feb 14
|
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$16.30
$15.84
-2.8%
|
SHORT
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Finnhub News
|
Novo Nordisk is encountering significant challenges due to simultaneous FDA investigations and legal disputes concerning its obesity |
Finnhub - HIMS
Novo Nordisk Faces Dual FDA Scrutiny And Lega...
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Feb 14
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Hims & Hers Health (HIMS) Is Down 29.2% After...
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Feb 13
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Acadia Healthcare, Hims & Hers Health, RadNet...
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Feb 13
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Hims & Hers Falls Over 50% as Novo Files Obes...
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Feb 13
|
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$16.30
$15.84
-2.8%
|
SHORT
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Mike Doustdar
CEO, Novo Nordisk
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"We sued hims and hers obviously over their compounded semaglutide... We really don't understand why it continued. And I certainly don't understand why it's still here. When the prices of the original product and the knockoff version has become very, very similar." The regulatory arbitrage trade for compounding pharmacies is ending. Novo asserts the "shortage" (the legal basis for compounding) is over. With the DOJ and FDA signaling support, and aggressive litigation (120+ cases), HIMS faces an existential threat to its high-margin compounded GLP-1 business line. Short/Avoid HIMS. The business model relies on a loophole that is actively being closed by the IP holders and regulators. Litigation drags on for years allowing HIMS to continue operating; another supply shortage re-opens the compounding window. |
CNBC
Novo Nordisk CEO on medicare coverage, new ob...
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Feb 13
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Hedge funds bet big against Hims & Hers Healt...
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Feb 13
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Analysis-US could take action including fines...
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Feb 13
|
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$16.30
$15.84
-2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Novo Nordisk’s Legal Offensive On Compounded ...
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Feb 12
|
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$15.80
$15.84
+0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Mixed options sentiment in Hims and Hers Heal...
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|
Feb 12
|
|
$15.80
$15.84
+0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Hims & Hers Strengthens Integrated Personaliz...
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|
Feb 12
|
|
$15.80
$15.84
+0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - HIMS
Novo Nordisk Plans Wegovy Vial Launch To Coun...
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Feb 11
|
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$16.69
$15.84
-5.1%
|
SHORT
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Mike Doukeris
CEO, Novo Nordisk
|
Novo Nordisk has filed lawsuits against Hims & Hers (and others) for patent infringement regarding compounded GLP-1s. If NVO successfully blocks the sale of compounded semaglutide, HIMS loses a massive, high-margin revenue stream that has driven its recent growth. SHORT. Regulatory and legal headwinds are mounting against the "mass compounding" business model. Lawsuits could drag on for years; FDA could maintain shortage list status allowing compounding to continue. |
Bloomberg Markets
Stocks Steady After Strong Jobs Data Dims Rat...
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|
Feb 11
|
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$16.69
$15.84
-5.1%
|
SHORT
|
Lars Fruergaard Jørgensen
CEO, Novo Nordisk
|
"We saw Hims and Hers come out with basically a copycat... They since have scrapped that pill version... FDA came out and move pretty quickly against them." + "Lawsuit is around the Semaglutide IP as a whole... If anyone can bypass the FDA and simply put any product into the market, then the system is broken." HIMS has benefited from the shortage of branded GLP-1s by offering compounded alternatives. NVO is now explicitly targeting the "mass compounding" business model with legal force, and the FDA is aligning with big pharma. Even though HIMS scrapped the pill, NVO is pursuing the suit to protect the IP "as a whole," threatening the viability of HIMS's compounded GLP-1 revenue stream. SHORT HIMS due to existential legal and regulatory headwinds. HIMS successfully pivots to other verticals or the lawsuit is dismissed. |
Bloomberg Markets
Novo Nordisk CEO on Hims Suit, Wegovy Demand ...
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Feb 09
|
|
$19.33
$15.84
-18.1%
|
SHORT/AVOID
|
Thread Guy
Crypto Commentator / Streamer
|
Thread Guy notes HIMS stock is down 40% in 5 days following news that Novo Nordisk is suing them for making knockoff obesity medications. The company's recent growth was heavily reliant on the compounding pharmacy loophole for GLP-1s. A lawsuit from the patent holder (Novo) threatens their primary growth narrative and legitimacy. AVOID/SHORT. The fundamental growth story is broken by legal existential risk. Lawsuit settlement is favorable or dismissed. |
Thread Guy
WTF is crypto doing!? Are we BACK..? AI takin...
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|
Feb 09
|
|
$19.33
$15.84
-18.1%
|
SHORT
|
Dr. Scott Gottlieb
Former FDA Commissioner; Board Member (Pfizer, Illumina, UnitedHealth); Partner at NEA (Venture Capital)
|
Hims & Hers (HIMS) paused sales of its copycat weight-loss pill after the FDA and Novo Nordisk (NVO) threatened action. The stock dropped ~15.8%. Novo has filed a lawsuit seeking damages and a permanent ban. Gottlieb explains that HIMS claimed to use a "liposomal" delivery system to mimic Novo's patented oral absorption technology. If true, this technically makes it an "unapproved new drug," not just a compounded copy. The FDA referred the case directly to the DOJ, which is highly unusual; typically, the FDA sends a warning letter first. A DOJ referral implies the regulator is seeking an immediate injunction or seizure of products. Novo Nordisk spent ~$1.8B acquiring the specific technology to make oral semaglutide absorbable. HIMS attempted to bypass this with a novel formulation without going through the drug approval process. HIMS could theoretically settle, though Gottlieb views them as a "bad actor" unlikely to secure partnerships with big pharma. |
CNBC
Squawk Pod: Super Bowl ads & GLP-1 competitio...
|
|
Feb 09
|
|
$19.33
$15.84
-18.1%
|
AVOID
|
Dr. Scott Gottlieb
Former FDA Commissioner; Board Member (Pfizer, Illumina, UnitedHealth); Partner at NEA (Venture Capital)
|
Hims & Hers attempted to launch a compounded oral GLP-1 using a "liposomal" delivery system to bypass Novo Nordisk's patents. The FDA immediately referred the case to the DOJ, and Hims withdrew the product. Gottlieb argues this wasn't just compounding; by creating a new delivery mechanism to survive stomach acid, Hims effectively created an "unapproved new drug" which requires years of trials. The immediate referral to the DOJ (rather than a standard FDA warning letter) suggests regulators were preparing for a seizure or injunction. The Department of Health and Human Services (HHS) General Counsel made a rare, direct referral to the DOJ before the FDA even took enforcement action. Hims could pivot to standard compounding, though Gottlieb believes their reputation is damaged. |
CNBC
Dr. Scott Gottlieb on Novo Nordisk vs. Hims &...
|