21H·

+++ Which shares would you hold? +++

Imagine you are only allowed to hold three individual stocks in addition to a core satellite ETF that are expected to outperform the market and in which you see a lot of potential - which would they be?

Mine are:

1: $HIMS (+3,68 %)

2: $GOOGL (+1,45 %)

3: Difficult would still take a growth stock like $IREN (+5,78 %) or $RKLB (+1,24 %)

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17 Commentaires

D.S.@Propheteus

21H

$SOFI

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Charraz

@Charraz

3J·

ON "NEWS" THAT THE FDA SENT A LETTER TO $HIMS ABOUT "FALSE OR MISLEADING" ADVERTISING CLAIMS AND "MISBRANDED" PRODUCTS

$HIMS (+3,68 %) 🚨

DOWN -8% AT SOME POINT OF THE DAY

The letter is dated Sep 9.

$HIMS must respond by Sep 30 (within 15 working days).

$HIMS (+3,68 %) IS NOT THE ONLY COMPANY THAT RECEIVED WARNING LETTERS FROM THE FDA

$LLY (-0,99 %) AND $NOVO B (-0,73 %) ALSO RECEIVED LETTERS FOR FALSE & MISLEADING CLAIMS AND MISBRANDED PRODUCTS

$LLY (-0,99 %) received three letters -- about Zepbound and Mounjaro.

And $NOVO B (-0,73 %) received one letter -- about Wegovy, Ozempic, and Victoza.

The letters target an Oprah primetime special and local TV sponsored segments for omitting key information about $LLY (-0,99 %) and $NVO (-0,48 %) 's GLP-1s.

The FDA flagged company reps and paid consultants for downplaying pancreatitis and gallbladder risks as "overhyped" and calling thyroid-cancer concerns "very, very rare."

The FDA also flagged the omission of other serious warnings like hypoglycemia, kidney injury, diabetic retinopathy, and suicidal behavior and ideation.

Suffice it to say $HIMS (+3,68 %) is not the only company pushing the limits and getting slapped on the wrist. $NVO (-0,48 %) and $LLY (-0,99 %) have been called out by the FDA as well.

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Aktienfox

@Aktienfox

4J·

Hims: Purchase development DCA

Since I was recently asked about my purchases at $HIMS (+3,68 %) I have listed them all here again. I built up the first position +2 years ago. At that time, this sum was incredibly high because I had just graduated from high school and therefore had hardly any liquid funds, but I continue to build up my position even during current setbacks!

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2 Commentaires

Jari Stark@MainTyp

4J

I got in in 2021 with an interim sale and got back in at 4 euros in 2022. An exciting journey...

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Aktienfox

@Aktienfox

4J·

Hims & Hers: Is the Amazon of the future!

I see $HIMS (+3,68 %) as Amazon in Health Care and am invested with 30% of my Net Worth as a 21y student.

I have described why I am bullish in 50+ posts!

15

6J·

Hims: New price targets

There are new price targets of $HIMS (+3,68 %) to $68 and $85.

Bullish thesis picks up again

Road to $100k

I have been convinced for 2-3 years and am invested with 30% of my net worth

15

3 Commentaires

Lupo201@Lupo201

6J

This is the way! @BamBamInvest

Let's see where we are at the end of the year. My guess is between 70$ and 100$

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TradeBrl

@TradeBrl

1Sem.·

🚀🚀 Second year on the market 🚀🚀 +94% TTWROR

Fantastic YTD.

We are in ghe last months of bull market.

Follow the pump, follow $BTC (+0,16 %)
$ETH (-0,01 %)
$SOL (+0,58 %)
$AVAX (+0,2 %) like pump bull signal.

Be ready to trim your high beta stock.

$HIMS (+3,68 %)
$OSCR
$SOFI (+5,77 %)
$NBIS (+5,64 %)
$RKLB (+1,24 %)
$BABA (+0,58 %)
$BIDU (+0,52 %)
$UNH (+1 %)
$DLO
$TMDX (+1,56 %)
$ISP (+0,06 %)
$AMZN (+0,34 %)
$GOOG (+1,52 %)
$AMD (+0,21 %)
$NU (+1,69 %)

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5 Commentaires

Florian L.@Flopperlu86

1Sem.

Congratulation! But remember in Bullmarkets everyone is an expert

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Aktienfox

@Aktienfox

1Sem.·

Hims: Short ratio rises to 42

$HIMS (+3,68 %) SHORT INTEREST REACHES NEW ALL-TIME HIGH!

74.6 million shares short

- 42%

There has never been such a level! -> This will lead to vola...

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7 Commentaires

Max@MaxtheCat

1Sem.

I am curious to see whether and if so, when the share will explode again (in a positive sense). News like yesterday is not enough - we may need an earnings surprise...

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Jari Stark

@MainTyp

1Sem.·

I have baked myself an extra "cake" for my pension. 🍰

This consists of dividend shareswhose distributions are automatically reinvested.

In addition to my ETFs (MSCI World, Nasdaq), I would like to use this approach a little more return deliberately with slightly higher risk.

Diversification is the key for me: ETFs for the broad base, dividends for the extra boost.

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6 Commentaires

Epi@Epi

1Sem.

Good luck! I hope you still like your cake when you retire. You have some ingredients with a short best-before date.

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AdriInvests

@AdriInvests

1Sem.·

Hims & Hers Health launches new category in men's health with focus on treating low testosterone.

$HIMS (+3,68 %)

AI summary:

Exclusive collaboration with Marius Pharmaceuticals for the launch of KYZATREX®an FDA-approved oral testosterone preparation (needle-free and injection-free).
KYZATREX®:
Restores testosterone levels at up to 96 % of men
Doubles free testosterone (important for energy, drive, performance)
Low side effect profile
Effective immediately:
Possibility to prescribe customized doses of Enclomiphene (promotes natural testosterone production, maintains fertility).
Combination treatment Enclomiphene + Tadalafil for men with sexual symptoms.
Start via simple blood test at homeResult in a few days, digital consultation with licensed doctors.
From 2026:
Introduction of injection-based testosterone therapies via the platform.
Goal:
Reduce stigmatization, reduce costs, modern & personalized treatment accessible to millions of men.
Holistic digital care model with 24/7 support.

Source: Hims Inc. - Hims Launches New Category in Men’s Health with Exclusive Branded Oral Testosterone and Expanded Personalized Treatments

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3 Commentaires

Lupo201@Lupo201

1Sem.

Very strong news! This will attract new customers in the long term and drive the share price upwards.

However, it is a therapy without an injection and is therefore not injection-based! KI didn't translate it well and you should read it again before you publish it😉

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BamBamInvest

@BamBamInvest

1Sem.·

Novo announces its global restructuring plan - 9,000 employees will be laid off

$NVO (-0,48 %)
$NOVO B (-0,73 %)

$LLY (-0,99 %)
$HIMS (+3,68 %)

Dismissal of 9,000 employees worldwide (11.5% of the global workforce).
5000 of these are expected in Denmark.
One-off negative impact on operating profit in 2026 of DKK. 8bn.
As a result, the forecast range for the operating result has been reduced by -6%.

BamBamInvest

@BamBamInvest

1Sem.·

WASHINGTON POST: FDA "GREEN LIST" MAY BE THE GREEN LIGHT FOR $HIMS, RO, AND OTHERS TO KEEP OFFERING PERSONALIZED GLP-1s

$HIMS (+3,68 %)
$LLY (-0,99 %)
$NOVO B (-0,73 %)

Lee Rosebush (Chairman, OFA): "For a year now, we have heard from pharma manufacturers that it was illegal to compound GLP-1 medications. The FDA, through the acknowledgement of the green list, as well as their recent actions on adverse events, has implicitly acknowledged that compounding GLP-1s can occur."

Meanwhile, $LLY (-0,99 %) doubling down: "No one should be mass compounding tirzepatide."

Washington Post says U.S. anti-obesity market could reach $68B by 2034, citing Goldman Sachs.

https://t.co/y7AUfa1US1

Washington Post also notes (and it really is notable) that $NOVO B (-0,73 %) and $LLY (-0,99 %) have filed more than 100 lawsuits against compound manufacturers making GLP-1s... and not a single one on intellectual property violations.

Between the FDA's announcement of the Green List and this statement last week:

"FDA has received reports of adverse events associated with compounded versions of semaglutide and tirzepatide ... Many of the adverse events reported for compounded products appear to be consistent with adverse events associated with FDA-approved versions of these products."

"A compounded drug may be appropriate when a patient's medical need cannot be met by an FDA-approved drug or the FDA-approved drug is not commercially available."

While many media outlets and pharmaceutical companies are trying to portray the FDA's announcements as anti-compounding, it appears that the FDA has spoken out on whether this is possible ...

FDA concerns about unapproved GLP-1 weight loss drugs

Understanding unapproved versions of these drugs:

https://www.fda.gov/drugs/postmarket-drug-safety-information-patients-and-providers/fdas-concerns-unapproved-glp-1-drugs-used-weight-loss