I sell when HIMS starts to disappoint on a fundamental level and does so for several quarters in a row. The end of the shortage was the worst thing that could have happened to the share price and is now a thing of the past. Btw, I think it's insane again that the share is losing 25% 😂. I mean, wasn't it clear that this would happen soon? Have people been blindsided because they thought HIMS would sell them until the end of the world? Only Monkeys are still on the road, and let someone tell me again that the market is always rational.
We will still see good sales growth this year. HIMS is launching its own GLP-1 (Liraglutide), which will hopefully offset some of the losses. Then there are all these hormone stories coming later in the year (menopause, testosterone, etc.). You also have to keep in mind how few customers they have compared to the population in the US. There is still plenty of room for improvement. And let's not forget the international expansion one day.
We will still see good sales growth this year. HIMS is launching its own GLP-1 (Liraglutide), which will hopefully offset some of the losses. Then there are all these hormone stories coming later in the year (menopause, testosterone, etc.). You also have to keep in mind how few customers they have compared to the population in the US. There is still plenty of room for improvement. And let's not forget the international expansion one day.
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•@Leipziger_Jung Your contribution has disappointed me on a fundamental level, so I'm out of here.
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•@Leipziger_Jung the market has never been rational and never will be. Anyone who claims otherwise should take another look at the 1x1 of investing 😂
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@Frei What exactly do you mean?
@equity_expert_1695 Well, that's quite a common narrative. The market consists of hundreds of millions of individuals who are constantly evaluating and pricing in all available information, which means that shares can neither be overvalued nor undervalued
@equity_expert_1695 Well, that's quite a common narrative. The market consists of hundreds of millions of individuals who are constantly evaluating and pricing in all available information, which means that shares can neither be overvalued nor undervalued
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•@Leipziger_Jung As I said, I have never heard anyone claim that the market is rational. Otherwise investing would be as easy as possible 😂
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@equity_expert_1695 Yes, this is told in a modified form all the time. But never mind
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@Leipziger_Jung someone exchanges an apartment in Darmstadt for Bitcoin was thrown out of home someone can bring me the keys in Großumstadt
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@Leipziger_Jung With Liraglutide, you're not picking anyone up. It's not a proprietary GLP-1, it's ancient stuff. The stock will crash even further, I'm guessing in the near future when Tirzepatide is also taken off the shortage list. I strongly assume that it will happen soon, because both Eli Lily and Novo don't want to take the bread from the butter.
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@Aktienmeer Of course you pick people up with it. And that's because it doesn't cost a fucking thousand dollars. Lower-income groups simply can't afford the overly expensive shit and are likely to fall back on cheaper - albeit less effective - alternatives.
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@Leipziger_Jung I don't care about the weight loss hype at all. Hims has many other promising and growing segments
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@Leipziger_Jung No, you won't pick people up with it, for many reasons. It has a much weaker effect, has more side effects, is only a fraction of the success for weight loss and blood sugar control compared to semaglutide and tirzepatide. You probably haven't looked into it in any depth. In addition, liraglutide has to be used daily, whereas semaglutide and tirzepatide only have to be used once a week, which is why it was already less accepted by the majority of patients when it first came onto the market.
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