Ouch but important

Mi(t)chel · 2026-02-06T14:52:48.802878Z

After it became known that Hims & Hers $HIMS wants to copy the Novo pill $NOVO B and will probably deliberately infringe the patent, I am now leaving the position. I don't want to have anything to do with this, it has broken my trust.

Tom@Tomtom12

3J

Ditto...something like that has no place in the depot

•

9

•

Investor19@Investor19

3J

I can't really understand that. Three weeks ago you made a very positive post about Hims.
I understand that the pill has "broken your trust". But the fact that Hims medicines are designed very closely to those of the competition is nothing really new.

•

7

•

Mi(t)chel@Mi-t-chel

3J

@Investor19 That is correct and I stand by it. I always try to rethink my position and take all the information into account. That's why the exchange here is important to me. The share has not bottomed out in the last three weeks. In addition, it makes a difference whether I copy medication in times of shortage or deliberately outside of it. It was an issue with the syringes. Now both $NOVO B and $LLY are under attack, and with quasi copycat preparations in tablet form. That makes me rethink things.

•

2

•

Tom M.@Lumimyrsky

3J

good chance of buying more. I definitely understand your thinking. But I think it's very well thought out and Novo would have very little chance in a lawsuit. Novo is simply angry that they have ended the cooperation and are tripping themselves up every 2 weeks

•

5

•

Klein-Anleger@Klein-Anleger

3J

Hims does not directly copy the Novo pill. By personalizing the pill for each individual patient (for example by adding B12, which means it is not a direct copy), the company is operating in a legal grey area, but this makes it possible to enter a new business segment much more cheaply.
Hims will thus penetrate even further into the segments of the traditional healthcare industry and drive vertical integration. I don't expect a Danish company to win in court against a US company because of a legal gray area.
@Aktienfox What do you think?

•

4

•

Mi(t)chel@Mi-t-chel

3J

@Klein-Anleger well.... think that $LLY is not so happy with the copycat preparations either.

••

Olli@Olli68

3J

@Klein-Anleger How do you want to personalize a mass-produced product like a pill?

•

1

•

Aktienfox@Aktienfox

3J

@Klein-Anleger I doubt that a lawsuit will be successful... as you described! They had the chance to bring a lawsuit against hins for a long time, which they delayed. In addition, they are in the gray area as long as this remains no more than a threat. However, GLP-1 would be normalized out of the business model, i.e. semaglutide, should this be dropped at some point. But liraglutide remains available! Hims reported on this weeks ago and showed statistics confirming that users would also take a worse product, i.e. liraglutide, which they are allowed to sell!

•

4

•

Tom@tom_finance

3J

@Olli68 that is a key part of Ham's business model. Personalized medicines

•

3

•

Klein-Anleger@Klein-Anleger

3J

@Olli68 Sorry, that was poorly expressed. I meant that the pill does not contain only GLP1 directly, but is modified and combined. This makes it less legally vulnerable.
But basically, this is actually the business model of selling personalized therapies and medicines tailored to the customer...

•

2

•

Mi(t)chel@Mi-t-chel

3J

@Olli68 it's just too tricky for me to be honest

••

Olli@Olli68

3J

@Klein-Anleger The problem will be that they use semaglutide for this. And only Novo Nordisk is allowed to do that because they have the patent. Compounding means that they have to change the drug for a single person because they are allergic to an ingredient in the original, for example.
Apart from that, they are clearly violating trademark law with their press release by naming Wegovy. They already have a lawsuit pending against Eli Lilly for trademark infringement and misleading advertising.

•

1

•

Tom M.@Lumimyrsky

3J

@Aktienfox But maybe now is also the chance. To finally get away from this whole GLP-1 issue. That has always hovered over the share. It would be nice if all the other TOP areas were given more attention now

•

6

•

Balance seeker@Balance_seeker

1J

@Klein-Anleger i believe that Hims doesn't have a chance to sell a new medical drug without FDA approval. Saying that it is a new drug by adding B12 it must go to several years of trials before approval. Or if its a copy it could be finned to bankruptcy in no time.

•

1

•

Aktienfox@Aktienfox

3J

So that was obvious :) is a smart move

•

4

•

Wravo@Wravo

3J

I understand the reason, but then Hims should have been sold much earlier, they are doing almost the same game as with the syringeb

•

2

•

Pascal@Pacco93

3J

I honestly don't know how people can keep talking up this share. Of course the share will rise again at some point, but there are 473838 better alternatives 🤔

•

1

•

OberstvonGatow@OberstvonGatow

3J

@Pacco93 and what would they be?

•

1

•

Olli@Olli68

3J

Respekt 👍

••

David@Redfox77

3J

@Olli68 Yes, in a community with a naturally large number of opportunists, that's remarkable.

•

1

•

nassimcanim@nassimcanim

3J

i could well imagine that the 2nd deal for the renewed cooperation fell through and they thought novo's share price was going down anyway and they are under extreme pressure... let's put even more pressure on them maybe with a little sympathy towards eli lilly. everything is still pretty positive

••