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0.00174876129408342 0.000874380647041712 0.00408044301952785 0.00320606237248614 -0.0134071699213058 -0.00874380647041671 -0.00282716409210147 -0.00058292043136121
Stock impact report

Hims & Hers: Does Big Pharma Always Win? (Rating Downgrade) [Seeking Alpha]

Hims & Hers Health, Inc. Class A (HIMS) 
Company Research Source: Seeking Alpha
GLP-1s account for roughly 25% of HIMS revenue; losing this segment threatens growth and has triggered a 60% stock drawdown. Despite management's $6.5B 2030 target, legal uncertainty and regulatory scrutiny justify HIMS trading at a discount near 2x forward revenue. Future growth opportunities exist in diagnostics, labs, and international expansion, but execution and regulatory clarity are now paramount. This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More » artisteer/iStock via Getty Images Thesis Summary Hims & Hers Health, Inc. ( HIMS ) has built one of the most successful consumer health platforms in the U.S. But HIMS really began to take off when it started offering compounded GLP-1s. Though More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newsletter - Access to our Portfolio - Deep dive reports on stocks. Show less Read more
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