With $HIMS (-0.05%) corrected with the next figures?

I strongly assume so. And I still feel good about my exit.

Bank of American sees a high litigation risk and lowers the price target for $HIMS to $28 and an underperform.

According to Kalshi, the chance is 97%, but with only 11K volume. $NOVO B (-1.91%)
$HIMS (-0.05%)

$HIMS (-0.05%) whose shares have risen over 136% in the past year and which now has a market capitalization of $11.1 billion, plans to launch its digital weight loss program in Canada in 2026, coinciding with the expected availability of generic semaglutide in that market.

The telemedicine company aims to offer lower-cost alternatives to branded GLP-1 drugs through its digital platform, which currently cost over 200 Canadian dollars per month in Canada. The expansion follows the same model as the US supply offering, which has contributed to impressive sales growth of 86% over the last twelve months.

Entering the Canadian market is the next step in Hims and Hers' international expansion strategy, following the recent acquisition of ZAVA. The move enables the company to establish generically available products in new markets while diversifying its sales base.

The company's current US offerings in weight management include personalized semaglutide, generic liraglutide and oral solutions such as metformin, with the semaglutide product being the key driver of the current stock debate.

In other recent news, Hims and Hers Health has announced plans to expand into Canada in 2026, in line with the expected availability of generic semaglutide. This expansion is part of the company's international growth strategy and follows the acquisition of European digital health platform ZAVA. Meanwhile, Truist Securities has reiterated its "Hold" rating on Hims and Hers and maintained a price target of USD 45.00. This is due to price increases for prescription semaglutide drugs. The price adjustments could be a reaction to changing trends in the GLP-1 market. Morgan Stanley has also maintained its Equalweight rating and $40.00 price target on Hims and Hers as legal disputes over GLP-1 prescription drugs continue. The ongoing litigation could take years to resolve with potential consequences for the company. In addition, Truist Securities expressed concerns about Hims and Hers' 2025 revenue guidance and pointed to potential challenges in achieving its annual guidance. These developments underscore the dynamic and multi-faceted environment in which Hims and Hers operates.

Source: www.investing.com

Here in the link my previous portfolio (unfortunately can no longer be updated here at the moment) and the train of thought of the last months briefly summarized:

https://getqu.in/4Kl605/

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This is my portfolio as of today.

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I probably won't manage to get rid of individual stocks completely.

But at least I could eliminate supposedly unnecessary overweightings and overlaps and focus more on second-tier stocks, such as $CALM (-1.01%)
$TXRH (+0.41%)
$SOFI (-1.52%)

In any case, I haven't reallocated much since the article linked above.

I'm taking it rather slowly, as it still feels wrong to me, although the opposite would be more accurate.

So far I have sold the following stocks:

Lotus $LOTB (-0.46%) -7,3 %

Hims $HIMS (-0.05%) +202 %

DE Telekom $DTE (-0.78%) +-0

Church&Dwight $CHD (-0.75%) -6 %

Ecolab $ECL (+0.43%) +1 %

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Below is the X-Ray, which illustrates overweightings and allocations. Nvidia and Apple are not in my portfolio as individual stocks, but are strongly represented due to the ETFs. However, I have $MSFT (-0.62%) and $GOOGL (+0.48%) shares in the portfolio, which leads to an overweighting. Alphabet convinces me in many ways, so the overweight could make sense here. But with Microsoft, the ETF share could actually be enough for me. I am therefore considering adding an SL to Microsoft, for example 7% below the current price level.

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$NVO (-1.86%)

$OSCR

$FI (-0.74%)

$BULL (+0.04%)

$HIMS (-0.05%)

$AISP

These look cheap to me

$HIMS (-0.05%)
$NOVO B (-1.91%)

According to documents filed with the Canadian Patent Database, Novo held a patent for semaglutide, but the last time the company paid the annual maintenance fee was in 2018.

Novo Nordisk's lawyers requested a refund of the 2017 maintenance fee of 250 Canadian dollars (about 185 US dollars) because the company wanted more time to decide whether it wanted to pay the fee, according to letters attached to the documents.

Two years later, the office sent a letter stating that the fee - which had grown to a total of 450 Canadian dollars with a late payment surcharge - had not been received on time.

Novo Nordisk had a grace period of one year to make up the payment, but never did. The patent therefore expired in Canada. It expired in 2020 because the payment was not made, but does not officially expire until January.

The Canadian authorities confirmed in their correspondence: "Once a patent has lapsed, it cannot be revived."

"Making affordable, holistic obesity treatments accessible has the potential to strengthen the local healthcare system and enable millions of Canadians to lead healthier, more fulfilling lives," said David Meinertz, Managing Director of the International Obesity and Healthcare Business Unit.

Source: Hims & Hers offers generic semaglutide as Novo Nordisk patent lapses

Fun FactDavid Meinertz ex Zava CEO, is now responsible for global expansion

$HIMS (-0.05%) would like to expand into Canada!