$Hims & Hers Health(HIMS.US)
I love Hims because they turned healthcare into a brand people actually open on their phone. Weight loss, hair, hormones, the whole DTC stack. Next catalyst is the FDA peptide meeting. Thatโs why I am waiting. Consumer demand is another aspect.
HIMS 2X Long ETF
HIMZ26.29014.70% ( +3.370 )
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๐ข ๐๐๐๐ ๐๐: EU Approves Novo Nordisk's Oral Wegovy for Obesity Treatment - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง ๐๐จ๐ฆ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง approves ๐จ๐ซ๐๐ฅ ๐๐๐ ๐จ๐ฏ๐ฒ ๐๐ ๐ฆ๐ .โค Approval covers adults with ๐จ๐๐๐ฌ๐ข๐ญ๐ฒ or overweight with comorbidities.โค Oral Wegovy becomes Novo Nordisk's ๐๐ข๐๐ญ๐ก regulatory approval globally.โค OASIS 4 trial showed approximately ๐๐% mean weight loss over 64 weeks.โค Placebo group recorded approximately ๐๐% mean weight loss.โค Around ๐จ๐ง๐ ๐ข๐ง ๐ญ๐ก๐ซ๐๐ participants lost ๐๐๐% or more body weight.โค EU also approved ๐๐๐ ๐จ๐ฏ๐ฒ ๐.๐ ๐ฆ๐ single-dose injection pen.โค Novo Nordisk says the injection delivers approximately ๐๐๐% weight loss.โค Company plans additional global launches in ๐ญ๐ก๐ ๐ฌ๐๐๐จ๐ง๐ ๐ก๐๐ฅ๐ ๐จ๐ ๐๐๐๐.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:๐๐ข๐ค๐ ๐๐จ๐ฎ๐ฌ๐ญ๐๐๐ซ, president and CEO of Novo Nordisk:"For many people, a tablet may be a simpler and more acceptable way to start and continue treatment." - F
$Hims & Hers Health(HIMS.US) Watch what happens when 39-40 level breaks. A textbook Short-squeeze about to have pattern.
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$Hims & Hers Health(HIMS.US) | Canaccord maintains ๐๐ฎ๐ฒ on ๐๐ข๐ฆ๐ฌ & ๐๐๐ซ๐ฌ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst highlights a solid start to branded weight loss drugs, constructive sales data, and sees Hims as one of Novo's most "voluminous" partners.
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๐ข ๐๐๐๐ ๐๐: Eli Lilly Plans Europe Launch of Weight-Loss Pill in Late 2026 or Early 2027 - $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฅ๐ข ๐๐ข๐ฅ๐ฅ๐ฒ plans to launch its weight-loss pill in Europe and Britain in ๐๐ ๐๐๐๐ or early ๐๐๐๐.โค Launch timing depends on obtaining ๐ซ๐๐ ๐ฎ๐ฅ๐๐ญ๐จ๐ซ๐ฒ approvals across target markets.โค Lilly will initially target the ๐จ๐ฎ๐ญ-๐จ๐-๐ฉ๐จ๐๐ค๐๐ญ telehealth market.โค Strategy mirrors Lilly's ๐.๐. direct-to-consumer obesity business model.โค The company plans partnerships with ๐ญ๐๐ฅ๐๐ก๐๐๐ฅ๐ญ๐ก providers and digital health platforms.โค Lilly says obesity treatment outside the U.S. is largely ๐ฉ๐๐ญ๐ข๐๐ง๐ญ-๐ฉ๐๐ข๐.โค The drug recently secured approvals in the ๐.๐. and ๐๐๐.โค Lilly will continue pursuing ๐ ๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ reimbursement where available.โค U.S. ๐ฆ๐จ๐ฌ๐ญ-๐๐๐ฏ๐จ๐ฎ๐ซ๐๐-๐ง๐๐ญ๐ข๐จ๐ง pricing policies may affect negotiations.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Lilly's presence in the rapidly growing ๐ ๐ฅ๐จ๐๐๐ฅ obesity treatment market.โค Telehealth-focused distribution could accelerate ๐ฉ๐๐ญ๐ข๐๐ง๐ญ access and adoption.โค European expansion may create a significant new ๐ซ๐๐ฏ๐๐ง๐ฎ๐ opportunity for Lilly.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Our goal will still be public coverage, wherever possible." โ ๐๐๐ญ๐ซ๐ข๐ค ๐๐จ๐ง๐ฌ๐ฌ๐จ๐ง, Executive Vice President of Lilly's International Businesses.โค "MFN will play a role for all launches." โ ๐๐๐ญ๐ซ๐ข๐ค ๐๐จ๐ง๐ฌ๐ฌ๐จ๐ง. - H
$Hims & Hers Health(HIMS.US) | Leerink reiterates ๐๐๐ซ๐ค๐๐ญ ๐๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ข๐ฆ๐ฌ & ๐๐๐ซ๐ฌ, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees the peptide opportunity as a long-term contributor, but believes near-term GLP-1 profitability and growth questions are bigger drivers.
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๐ข ๐๐๐๐ ๐๐: Novo Nordisk's Wegovy Pill Approved in UK for Weight Management - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค UK approves ๐๐๐ ๐จ๐ฏ๐ฒ ๐ฉ๐ข๐ฅ๐ฅ, oral semaglutide for weight management.โค UK becomes ๐๐ฎ๐ซ๐จ๐ฉ๐'๐ฌ ๐๐ข๐ซ๐ฌ๐ญ country authorizing the treatment.โค Approved for adults with ๐จ๐๐๐ฌ๐ข๐ญ๐ฒ or weight-related conditions.โค Medication to be used alongside ๐๐ข๐๐ญ and ๐๐ฑ๐๐ซ๐๐ข๐ฌ๐.โค Novo expects availability via ๐ฉ๐ซ๐ข๐ฏ๐๐ญ๐ ๐ฉ๐ซ๐๐ฌ๐๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง within weeks.โค OASIS 4 trial: ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐% weight loss versus 2% placebo.โค Treatment-adherent participants achieved ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐% weight loss.โค Most common side effects were ๐ ๐๐ฌ๐ญ๐ซ๐จ๐ข๐ง๐ญ๐๐ฌ๐ญ๐ข๐ง๐๐ฅ symptoms.โค About ๐% discontinued treatment due to adverse events.โค Approval follows authorizations from ๐ ๐๐ and ๐๐๐ regulators. - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐ Goldman Sachs lifts global obesity-drug forecast to $114bn by 2030 as oral GLP-1s go mainstream - $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)
Goldman Sachs raised its forecast for the global obesity-drug market to $114bn by 2030, up roughly 13% from a $101bn projection in December, citing rapid adoption of oral GLP-1 obesity drugs and a shift from a niche, high-price segment to a mass-consumer market. - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: TD Cowen Raises Global ๐๐๐-๐ Market Forecast to $๐๐๐๐ by 2030 - $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค TD Cowen raises ๐๐๐-๐ market forecast to $๐๐๐๐ by ๐๐๐๐.โค Forecast increased from prior estimate of $๐๐๐๐.โค Expected patient population grows to ๐๐๐, up from ๐๐๐.โค Higher treatment volumes expected to offset ๐ฉ๐ซ๐ข๐๐ ๐ซ๐๐๐ฎ๐๐ญ๐ข๐จ๐ง๐ฌ.โค Oral GLP-1 therapies projected to reach ๐๐% of global sales.โค Forecast covers both ๐๐ฒ๐ฉ๐ ๐ ๐๐ข๐๐๐๐ญ๐๐ฌ and obesity treatments.โค Eli Lilly and Novo Nordisk expected to retain dominant ๐ฆ๐๐ซ๐ค๐๐ญ ๐ฌ๐ก๐๐ซ๐๐ฌ.
