There are currently rumors that a new partnership could emerge following the dissolution of the partnership in summer 2025. This could involve $HIMS (-3.47%) Wegovy and oral medication... from $NOVO B (-0.19%) directly without generics.
This would of course be a very bullish signal.
Brief evidence why this could happen: Novo Nordisk has filed 140 lawsuits against compounders but none against Hims, which are extremely compounders (still...)
So I could well imagine this happening.
Nevertheless, I would adjust GLP-1 from the balance sheet/income statement without considering this business. For me, that would merely be a bonus.
The momentum is currently catastrophic and the CEO must finally come forward, we are waiting for Q4!
Nevertheless, as you know, I have been very bullish for a long time and have about 20% of my portfolio in Hims (at the ATH even with 30%),
Don't forget, as Bezos once said: The stock is not the business, P/E ratio of 3, growth of 50%, clean balance sheet that is constantly improving...
I remain invested and continue to watch Hims!
