Mike Doukeris

CEO, Anheuser-Busch InBev
· tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
HIMS short -60.8%
Most Mentioned
HIMS ×1
Recent Calls
HIMS short 3 months ago
Win Rate 0% Long 0 Short 1
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -60.8% Long Return - Short Return -60.8%
Average Return
7d +5.1%
30d -48.4%
90d -50.0%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
HIMS Hims & H... Hims & Hers Health, Inc.
Short
Feb 11
$16.69
-60.8%
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.
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.
Healthcare
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions