1Wk·

Ouch but important

After it became known that Hims & Hers $HIMS (+3.34%) wants to copy the Novo pill $NOVO B (+1.22%) 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.

06.02

Hims & Hers Health

Sold x34 at €18.20

€618.80

57.91%

21 Comments

Tom@Tomtom12

1Wk

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

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Investor19@Investor19

1Wk

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.

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Tom M.@Lumimyrsky

1Wk

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

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Klein-Anleger@Klein-Anleger

1Wk

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?

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Aktienfox@Aktienfox

1Wk

So that was obvious :) is a smart move

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Wravo@Wravo

1Wk

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

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Pascal@Pacco93

1Wk

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 🤔

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Olli@Olli68

1Wk

Respekt 👍

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David@Redfox77

1Wk

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

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nassimcanim@nassimcanim

1Wk

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

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