$HIMS (-0,95%)

For those who did not know it yet:

Some drugs, like GLP-1 (for diabetes and weight loss), are very popular but are tightly controlled by the FDA to ensure their safety and high quality.

However, there is a loophole in the law called the 503A exemption, which allows pharmacies to make customized versions of these drugs for individual patients on a doctor's prescription. This means that companies like $HIMS (-0,95%) could potentially sell these drugs without having to go through the usual rigorous FDA approval process.

If they do this, it could be a smart way to meet the huge demand for these treatments.

$HIMS (-0,95%) is now promoting personalized GLP-1 because it allows them to avoid the shortage regulations.

As long as a doctor prescribes a personalized prescription that is not available on the market, that prescription can be sold whether there is a shortage or not. (503A)

Buy the dip. I have increased my long-term position slightly. I would add to it again at below €20.

A share cannot rise forever.

It will also $TSLA (-0,45%) will stop rising at some point. I don't mean like in 2021, which was a bearish divergence in retrospect.

So I thought about a possible exit scenario and came to the realization that it is impossible to recognize the true peak in advance.

For this reason, I have decided that from now on I will always sell a Tesla share when it reaches a certain value.

I have therefore set the first sell order at €1100, which should be triggered soon.

at $HIMS (-0,95%) I will proceed similarly.

Have a nice evening

$HIMS (-0,95%) currently sells Compounted Semaglutide, which is still on the FDA shortlist, only Tirzepatide ($LLY (+0,28%) GLP-1) was removed from the FDA shortage list yesterday!

However, HIMS is already planning to sell Compounded Liraglutide (a generic drug that is 100% legal to manufacture even without shortage) in 2025, which is just beginning, and thus become independent of Lilly and $NOVO B (+1,81%) and

But: HIMS does not sell branded GLP-1 and offers semaglutide in a compounded version, which is considered the second best drug. Liraglutide, which HIMS could also offer, is off-patent but works significantly worse (only 12% weight loss compared to 15% for semaglutide). Tirzepatide is considered the best drug by Lilly.

Have 30% of my Net Worth in Hims, and have set the next limit buy at 20€, would love some Getquin Coins! ;)

The Hims & Hers share has been in free fall for several days and there seems to be no stopping it.

The reason for this was the announcement by the FDA on Thursday that the bottleneck in tirzepatide injections has been resolved.

This bottleneck meant that Hims & Hers could manufacture its own weight loss products without legal consequences and has now been terminated with a deadline of February 2025.

Subjective: In my view, this correction is a more serious problem. Of course, this was to be expected in the long term, but this announcement came as a surprise. The sale of slimming products is a lucrative area due to the high margins and brought Hims & Hers a lot of money into the coffers. This was still priced in for at least the first half of 2025, giving Hims & Hers an estimated P/E ratio of around 30. The next quarterly figures will now show where the fair valuation lies and what the future holds.

In conclusion, I remain invested, but will not add to the stock as, unlike the Amazon competitor report, this is serious, fundamentally damaging news.

$HIMS (-0,95%)

$HIMS (-0,95%) - CEO Andrew Dudum:

In a country where "access" depends on drug company claims, not on how many people can afford and access the drugs they need, today's FDA decision on tirzepatide is not surprising - but it should make you angry.

Our priority should be finding a solution to the obesity crisis in the U.S., rather than helping anti-competitive drug companies continue to impose extortionate prices on millions of Americans who want to take control of their own health care.

Nothing would better improve the quality of life for millions of Americans than making GLP-1 truly affordable and accessible to all who need it. Let's put America's health first, not the interests of big pharma.

More than two-thirds of American adults are overweight or obese, and one in six deaths in the U.S. is due to obesity. With the scale of our platform and the expertise of our team, we have $HIMS (-0,95%) has the opportunity - and the responsibility - to address this public health crisis.

But not only do we provide individualized treatment options for the disease that characterizes our country, we also engage with Americans to understand how they think about their bodies, how they lose weight and the impact it has on their lives.

In our survey, 85% of respondents said that at least one aspect of their lives would improve if they lost weight. That's reason enough to make sure they have the tools they need to achieve this.

Even though it was a bit difficult for me to part with Hims, I'm glad I made the decision a few weeks ago. I think the share still has potential, so I understand all those who are staying in and wish you the best with Hims 🚀

I was able to supplement my pocket money as a student, a large part of which is already invested in $NU (+0,06%) invested 📈

$HIMS (-0,95%)

Hims & Hers Health is an American company that specializes in telemedicine, health products and nutritional supplements. They offer both prescription and over-the-counter medications as well as personal care products and nutritional supplements via their web platform.

There are also personalized solutions for customers and a subscription model

I see great potential in telemedicine due to demographic change but also because you lower the barriers for consumers for certain products and prescription drugs. Hims has a customer-centric approach and has built a strong brand in recent years.

Growth is very strong, with Hims & Hers reporting year-on-year sales growth of 77% in the third quarter of 2024 and 2024 could be the first year in which Hims becomes profitable.

Forecasted profit growth 17.71% per year!

In addition, the company is expected to achieve an EBITDA margin of over 12% in 2024, indicating an improvement in profitability.

Overall, the combination of a growing telemedicine market, strong brand building and positive financial developments could make Hims & Hers an interesting investment opportunity.

I am sticking to my investment as I believe that nothing has changed from my original investment thesis. On the contrary, Hims is showing very strong growth, is fundamentally sound and is now becoming profitable.