$HIMS (+7.2%) The acquisition has massive advantages as it will enter the high-margin GLP-1 market in Canada.
- Livewell focuses on weight loss, but also offers products for contraception, acne treatment, ED treatment and smoking cessation.
- Hims and Hers have acquired .ca domains.
This opens up a new market that will be the most exciting for the business, starting with the USA. Better margins and growth than initially ZAVA in Europe in my opinion.
In addition, the patents of $NOVO B (+0.99%) Semaglutide in Canada expire in January 2026, which means that massive money can be printed there with GLP-1 even if the prices are lower than in the USA!
The takeover will also have a positive impact on the Q4 figures, so we need to watch out for that in earnings!
What we have achieved so far for 2025:
- Blood testing lab (February)
- Peptide plant (February)
- CTO Mo on board (May)
- CPT Dheerja on board (June)
- 1 billion financing with 0% interest
- International expansion with Zava
- Launch of testosterone
- Launch of Menopause
- Launch of Labs
- Acquisition of a blood collection device
-Market entry Canada
AND then let's look at the growth, I expect annual growth IZF of 20-30% I have been bullish for a long time and remain so! We still have a KUV of 3.6, which is clearly too low with the growth, but you already know that after numerous posts...
