Brian Tanquilut 3.5 1 idea

HIMS is facing a lawsuit from Novo Nordisk regarding compounded GLP-1s and heightened FDA scrutiny/investigations. While the business is growing, government investigations and patent lawsuits create a "valuation cap." Investors will not award a premium multiple to a company facing existential regulatory threats, regardless of revenue growth. WATCH / AVOID. The stock is "dead money" or a short candidate until the legal overhang clears. If HIMS settles favorably or the FDA clarifies compounding rules positively, the stock could rip higher on short covering.