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News? 🥺

$HIMS (+3.41%)



Is there something to it or is it just news? 🥺

I think Gerd Kommer would say: Investment pornography 🤭

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BLACK LIST

In this section, BÖRSE ONLINE warns against risky investments with an increased risk of total loss, which investors should avoid.

HIMS & HERS

The weight loss bonanza is coming to an end

The shares of US pharmaceutical service provider Hims & Hers (WKN: A2QMYY), which have risen by around 250 percent in the past year, could be facing a massive correction, according to hedge fund circles.

The background: the company actually specialized in telemedicine, but made a foray into the generics business. However, its stock market success only came with the boom in weight loss products. Hims & Hers sold an active ingredient via the platform that was said to contain similar ingredients to the two blockbusters Wegovy and Ozempic. Because approved preparations were in short supply, not everyone received the drug. The US Food and Drug Administration (FDA) then has the option of allowing the sale of similar active ingredients. Hims & Hers benefited from this. The company's sales and profits rose exponentially. The share followed suit and reached new record highs at the end of last year. However, the air is now likely to become thinner. For one thing, there have been deaths among the unauthorized imitators. According to a hedge fund, the product manufacturer of Hims & Hers does not have an impeccable reputation. All of this harbors a high risk of damages in the medium term.

But the bonanza could come to an end much sooner. The manufacturers of the originals, the two pharmaceutical giants Eli Lilly and Novo Nordisk, have stated that they now have sufficient drugs. One indication of this is that Novo is once again actively advertising on television and Facebook. This means that the day is approaching when the FDA will declare the end of the shortage.

Sales, profits and probably also the share price could then collapse. LA

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Well:

current issue stock market online 03 - 2025 published on 16.01.2025 😎

16.08
Hims & Hers logo
Bought at €14.24
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6 Comments

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I stopped reading at Börse online....

Honestly, absolute garbage. Hims had already recorded enormous growth even before the weight loss injections.
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It has been said for weeks that the shortage could end any day now, but so far nothing has happened. On Monday is the inauguration of Trump with new ministers etc. pp. The shortage will certainly not end then.
I expect it to start in March or April and even then HIMS will still be allowed to continue selling the syringes for 90 days - if you believe Dudum, they will even be allowed to sell the syringes even after the shortage is over, as long as they are personalized. But I'll believe that when I see it. - That means in FY1 2025 they will resell Semaglutide mMn.
Then they will also launch Liraglutide in FY1 2025, when the patent expires. This will certainly offset a large part of the losses if they are no longer allowed to sell Semaglutide.
Menopause will be added as a new product category in Q3 2025.
And towards the end of the year or next year, they may also take initiatives to expand abroad (they have had a subsidiary in England for a long time). So there will be plenty of growth :)
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Well, Ham's sales growth has always been good over the last 3 years, even if it has slowed down. The weight-loss injections are just an additional growth boost and do not yet account for a really large proportion of sales. In any case, if you look at the valuation, I see the exact opposite of a major correction in the fundamentals, as the company is actually quite moderately valued for these figures and the growth (also due to these uncertainties).
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When is the news from?
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@Semos25 current issue Börse online 03 - 2025 published on 16.01.2025 😎
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@Iwanowitsch thanks I couldn't find anything on the internet, hence the question. But for the fact that the news is bad, the share is somehow rising or is it the calm before the storm? ⛈️
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