Position further expanded, I am currently unable to find any shares to expand my portfolio, so I am continuing to invest in the existing companies.

There is currently $HIMS (+2,06%) massive insider selling, which is not a problem at first but is a negative indicator

$NOVO B (-0,39%)
$NVO (-0,22%)

On Friday, the U.S. Food and Drug Administration (FDA) approved an expanded indication for Novo Nordisk's Rybelsus, the only oral GLP-1 drug. Based on the results of the SOUL cardiovascular outcomes study, the drug is now officially approved to reduce the risk of major adverse cardiovascular events (MACE) (such as heart attack, stroke or cardiovascular death) in adults at high risk for type 2 diabetes.

This makes Rybelsus the only GLP-1 pill approved for both primary and secondary cardiovascular prevention in this patient group.

This is a tremendous strategic success that adds a new, defensible level to the moat of Rybelsus. From a practical perspective, the barrier to starting injectable therapy for many patients with type 2 diabetes is enormous. This approval overcomes that hurdle and transforms Rybelsus from a simple diabetes pill into an essential, dual-action therapy that also protects the heart.

It provides Novo's sales team with an incredibly compelling, evidence-based reason to position Rybelsus not just as an alternative to their own injectables, but as a superior choice over an entire class of competing oral drugs that lack this cardiovascular data. This increases the overall value of the drug and should significantly accelerate its acceptance and market share gains.

This approval brings proven cardiovascular protection into a simple pill. This is a turning point for early and widespread use. The relative risk reduction of 14% in the SOUL study is both statistically significant and clinically meaningful. It allows doctors to tell high-risk patients that this pill not only helps with diabetes, but also actively protects them against heart attack or stroke.

For these reasons, the drug goes from being merely a "diabetes drug" to an essential, life-sustaining therapy, dramatically improving the likelihood that a patient will start and stay on treatment.

In my opinion, this is an important strategic success for $NOVO B (-0,39%) which significantly extends Rybelsus' competitive advantage. The drug now has a strong, evidence-based marketing promise that no other oral GLP-1 can match. This approval transforms Rybelsus from a convenient alternative to injections to a stand-alone, best-in-class cardiometabolic therapy and gives physicians a compelling reason to prescribe it over other oral preparations without this cardiovascular benefit. This solidifies Novo's leading position in the overall cardiometabolic space.

PS: This is not the oral GLP1 variant which will be launched in 2026 before $LLY (+0,99%) comes onto the market ✌️

$LLY (+0,99%)
$HIMS (+2,06%)
$XDWH (+0,04%)

$HIMS (+2,06%)

Hims & Hers has long been more than just a telemedicine platform. The company is at the intersection of technology, brand and medicine and is quietly but consistently building an ecosystem that could change the healthcare industry.

Founded in 2017 by Andrew Dudum, a Wharton School graduate and serial Atomic founder, Hims & Hers has achieved what many thought was impossible: digital healthcare that grows profitably and looks cool at the same time.

Dudum is not a classic CEO from the pharmaceutical world. He thinks like a founder and acts like someone who doesn't want to manage the market, but rather reinvent it.

<Fundamentales Wachstum>

In the first quarter of 2025, Hims & Hers generated sales of 586 million US dollars, a growth of 111% compared to the previous year.

Net profit amounted to 49.5 million US dollars and adjusted EBITDA to 91.1 million US dollars.

The number of subscribers rose to 2.4 million, an increase of 38%.

For the full year 2025, the company is targeting revenue of USD 2.3 to 2.4 billion and EBITDA of USD 295 to 335 million.

In the long term, by 2030, the target is USD 6.5 billion in revenue and USD 1.3 billion in EBITDA.

These targets seem ambitious, but the foundations are right: strong growth, high customer loyalty and a clear focus on recurring revenue.

<Expansion in den Milliardenmarkt Menopause>

After years of focusing on men's health, Hims & Hers is now opening up the next pillar of growth - women's health.

With the Hers brand, the company is launching a wide range of menopause and perimenopause treatments, an area that has long been neglected in traditional medicine.

The offering combines personalized hormone therapies with estradiol and progesterone, digital consultation and ongoing support.

The addressable market is huge: around 1.3 million women in the USA enter menopause every year.

Hims & Hers aims to expand this area to over one billion dollars in sales by 2026.

The combination of medical innovation, discretion and community makes the approach unique. Women order their medication online, talk to doctors and stay on the platform for the long term.

This creates a second major pillar alongside the men's segment - and one of the most exciting growth markets of the coming years.

<Keine GLP-1 Company – sondern viel mehr>

Many investors (approx. 80%) confuse Hims with classic GLP-1 manufacturers such as Novo Nordisk or Eli Lilly. This is wrong.

Hims does not sell its own GLP-1 drugs, but offers telehealth services and holistic metabolic programs. GLP revenues make up about 20%. The product slate is growing every year.

After the end of the partnership with Novo Nordisk in summer 2025, CEO Andrew Dudum made it clear that Hims wants to operate independently of large pharmaceutical partners in the long term.

Instead, the company is focusing on its own peptide-based therapies - an alternative to GLP-1 that focuses on metabolic health, regeneration and hormone balance.

Personalized peptide mixtures based on amino acids and regenerative substances are produced in several FDA-certified production facilities in the USA.

As a result, Hims shortens delivery times, controls prices and increases margins.

This is not a traditional pharmaceutical company, but a technology-driven healthcare ecosystem.

While others are stuck in regulatory cycles, Hims is fast, flexible and data-driven.

<Chancen>

Hims & Hers is a rare blend of tech, brand and profitability.

The company has several growth levers in motion at the same time:

Scalable platform model

Acquisition costs decrease with each new customer, while revenue per user increases. Recurring subscriptions make the model predictable and stable.

Diversification

Men's health, skincare, mental health, peptides and menopause - Hims opens up several billion-dollar markets at the same time, thereby reducing risk.

Brand strength

Hims & Hers is lifestyle, trust and medical solution at the same time. This combination ensures high customer loyalty and increasing brand loyalty.

Own infrastructure

The company's own production facilities ensure independence, flexibility and margin advantages - a decisive competitive advantage over traditional telehealth start-ups.

Long-term goals

With a turnover of 6.5 billion dollars and 1.3 billion EBITDA by 2030, Hims aims to become one of the leading digital health companies in the world. The momentum shows that this goal is realistic.

<Der Abverkauf – Timing, Emotion und ein 👀>

The recent fall in the share price was not a sign of operational weakness, but a textbook example of exaggerated market psychology.

First, political headlines about telehealth regulation caused nervousness, then it became known that CEO Andrew Dudum had sold around 11 million dollars in shares.

The sale had long been pre-planned via a 10b5-1 plan, so was not a spontaneous dump. Nevertheless, the timing coincided with an already tense market environment.

And when Dudum simply posted the 👀 emoji on X, the discussion went viral.

Many saw it as an ironic reaction to the heated short squeeze debate surrounding HIMS.

The result: social media overinterpretation, short-term panic and a sell-off that was fundamentally unjustified.

The business figures remained strong, expansion is underway and the guidance was confirmed.

In the long term, Hims & Hers remains fully on track - those who tune out the noise will recognize an entry opportunity rather than a risk.

<RISIKEN>

1. regulatory environment

Telemedicine is heavily dependent on the law. If the US government regulates online prescriptions or advertising for prescription drugs more strictly, this can have a direct impact on sales and growth. Topics such as GLP-1, hormones or mental health drugs are particularly sensitive.

2. dependence on marketing

Hims' growth relies heavily on performance marketing on TikTok, YouTube and the like. If advertising costs continue to rise or platforms change rules, profitability could be affected. The brand is strong - but it must remain visible in the long term.

3 Trust and reliability

Hims straddles the line between lifestyle and medicine. If there were scandals here (e.g. faulty prescriptions, dissatisfied customers, questionable providers), its reputation could be damaged more quickly than that of traditional pharmaceutical giants.

4. competition

The market is attracting new players - from Amazon Health to start-ups focusing on women's health. If they aggressively lower prices or offer better service, it will be difficult for Hims to maintain margins.

5 Product dependency and innovation

Success depends on regularly entering new categories (peptides, menopause, mental health, etc.). If a new segment flops, growth can quickly flatten out.

6. exaggerated expectations

After so many quarters of +70% sales growth, the market expects only perfect figures. A single "okay" quarter can lead to share price setbacks, even if the business remains healthy.

<Fazit>

Hims & Hers is not a short-term hype or a pharmaceutical bet. It is a digital healthcare company with vision, scalability and growing profitability.

The brand has reach, the platform has depth, and the management thinks in terms of years, not quarters.

The sell-off was exaggerated, the story is intact and the future remains exciting.

Anyone who believes in telemedicine, data-based individualization and brand trust will find one of the most interesting growth stocks of the coming decade here.

Hims & Hers is on course to become one of the most valuable digital health tech companies in the world by 2030. I will remain invested here as long as the management continues to deliver.

No investment advice.

On the one hand, we have a chartwhich actually does not look so bad at second glance does not look as badas it appears to be at first glance.

Although we are out of the upward trend channel downwards, but we are currently at horizontal support horizontal support 50.40$ + at 100 EMA at 50.93$ and then also at the 0.618 Fib level at 50.14$.

On the other side we have a CEOwho, one day after his approving reaction to the tweet about a possible short squeeze. and first sells shares for and sells shares for USD 11 million.

Question in the round: Who is stronger? -> A good chart picture or the emotions of disgruntled investors who don't care about the chart and just want to get out of the share after this rollercoaster ride?

PS: I took the plunge today and bought at 50.51$. What do you think?

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#himsandhers
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$HIMS (+2,06%)

Also longterm Invest.... Unless it goes down dramatically. 🤣