2Mês·

+++ FDA Shoratge over +++

$HIMS (-15,45%) falls (why?) Here is the answer:

The FDA released a new decision today stating that the shortage of tirzepatide injection $LLY (-1,82%) from Eli Lilly has been resolved.

Is this drastic for Hims? No they don't sell tirzepatide directly but compounded semaglutide which is still allowed to be sold.

The only fear is that this could also be withdrawn by the FDA in the near future.

20 Comentários

~ S.@Semos25

2Mês

If that were to happen. What else will they have?

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Memo0606@Memo0606

2Mês

@Semos25 I was just thinking the same thing

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Wravo@Wravo

2Mês

@Memo0606 No more GLP 1, but Hims and Hers is not a GLP 1 company but Telehealth, i.e. the remaining fast-growing part of the company

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Memo0606@Memo0606

2Mês

@userff32aa15d7b14415 😃🙏🏼😜
you buy after

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Aktienfox@Aktienfox

2Mês

@Semos25 95% of the business remains, GLP1 is a strong market but still hardly relevant for H&H :) therefore it should always be normalized

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Wravo@Wravo

2Mês

@Memo0606 I'm 8€ and the position makes up 30% of my portfolio, that's why I don't buy after, but if that wasn't the case I would immediately, but if you have to ask what else the company is about, I would work into the company myself first :)

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Marvin@Marvin_Kapital

2Mês

@Semos25 They don't make a lot of sales with the weight loss stuff. This is not "yet" part of their core business.

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Marc@DerAzubi

2Mês

@Memo0606 You're really killing me boy...

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Heinrich@Heinrich00

2Mês

@Semos25 As the others have already said, the GLP 1 business doesn't make much difference to Hims.
However, there will still be plenty of blood on the streets should the shortage be overcome. It will be an interesting few days.

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~ S.@Semos25

2Mês

@Heinrich00 then it would be better to take profits now and get back in later. Or not? My personal opinion of Hims. There are too many obstacles in the way and whether they will overcome them is questionable.

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Heinrich@Heinrich00

2Mês

@Semos25 You could have exited a month ago, but if you don't have a share when it falls, you don't have it when it rises.

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Ver mais uma resposta

Memo0606@Memo0606

2Mês

would you currently buy more?

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Aktienfox@Aktienfox

2Mês

@Memo0606 At 20-23 since my position is full :) unfortunately did not catch the point at 23 :)

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~ S.@Semos25

2Mês

@Aktienfoxx I wanted to buy more at 23.50, but unfortunately it didn't work with Trade Republic. That's how I got it. But maybe it will fall again?

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Marvin@Marvin_Kapital

2Mês

@Memo0606 I'm waiting for the big drop. If they are no longer allowed to sell the stuff, then all the panicked investors will run away and then I'll buy more. I really hope that the price will go back towards EUR 15. But I won't be selling any positions.

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~ S.@Semos25

2Mês

Thanks! For your answer

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Aktienfox@Aktienfox

2Mês

@Semos25 gladly :) thanks for the coins

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