HIMS
Hims & Hers Health, Inc.
stock NYSE

HIMS

HIMS didn't buy a big enough plate at the 🥭 dinner.

Kind of an irrelevant example since Mylan didnt do any of the R&D on epipen, they just legally bought the patent then jacked the prices up for profit
While evil, doesn't really relate to the HIMS situation at all 

HIMS can pay, put a friendly on the board, make trumprx a distributor, etc and the problem will go away.

I will buy 1 HIMS & Hers share if CEO shows me his wife's or girlfriend's HERs in person

$NVO is the way, fuck $HIMS

The FDA has been putting pressure on HIMS for a while and Trumprx offers nothing special the GLP prices are the same coupon pricing that was available already lol

FDA regulatory hammer drops and suddenly everyone's shocked? We knew this was coming. The $18.50 support is cracking and I'm watching if it holds—I've been tracking the pressure points here: [$HIMS](https://aimytrade.io/ticker/HIMS?utm_source=reddit&utm_medium=comment&utm_campaign=Investing_Discussion&utm_term=HIMS&utm_content=variant_1770478641042_c6wnpr). Just frustrating how slow the market prices in what regulators signal months ahead.

The panic around $HIMS and my view:
Today’s price action around Hims & Hers Health was clearly driven by regulatory intervention and post-market reactions. In its public statement, along with comments from the agency’s head, the FDA made it clear that it intends to act against companies that mass-market unapproved, medically unverified drug copies, particularly in the GLP-1 space, which Hims recently began offering at a low price of $49 per month.
This move includes the possibility of restrictions…
The full article is available for free on my Discord.

It seems that every other healthcare post here is about either HIMS or NVO. But one I’ve got my eye on has been Prime Medicine (PRME). Currently sitting at 70% institutional ownership with a micro valuation (just $0.6B market cap as opposed to $5B for HIMS and $200B for NVO).
Alphabet Inc holds a notable position, who was also early on ASTS and PL, but that’s about the only place I’ve seen it mentioned. What gives?
They focus on rewriting faulty DNA as genetic therapy. Could be a gamechanger.

Invest in HIMS

This free fall started when the NVO CEO ended their partnership with HIMS. Completely self inflicted damage to the company by the CEO, he should probably resign.

Serious question for HIMS investors:
Their Chief Policy Officer, Deb Autor, was a former FDA Deputy Commissioner overseeing inspections, compliance, and regulatory policy.
Does this meaningfully de-risk the GLP-1/regulatory story for HIMS, or is it irrelevant? Why?

This isn’t surprising. The amount of advertising HIMS has been doing was bound to raise awareness and attention to themselves. Every other commercial on HBO Max is a HIMS commercial.

If the FDA does no harsh Action against HIMS, if they find Shady Stuff. All the Pharma Deals done could be in jeopardy by the Admin.

HIMS is playing on shaky legal ground with their GLP drugs. That kind of risk immediately disqualifies it in my opinion from being considered a value stock.

HIMS is also deeply predatory in their messaging and advertising. They basically got where they are by blindly prescribing hair growth drugs without emphasizing that most of them carry a significant risk of causing severe depression symptoms.

HIMS reliance on GLPs keeps going down IMO. They keep offering new treatments and more ways to cross sell to their customers. The long play here is longevity not weight loss. They already got everyone losing weight, now what? Is the big potential here. I’m obv super bullish on them.

That’s nice, but I don’t have any well wishes for HIMS shareholders. Keep rooting for your company’s management to blatantly break the law and hope to get away with it someday, I guess?

Gemini only. GPT had too man issues. I call it the carver now because it'll carve scripts up.
I pay for raw tick data. I download trade and quote data t+1, use rust to stream and filter my own OHLCV data. Then process quote data for sweeps, pressure, ect. Also download options data for GEX and other things. Takes me 20 minutes a day to fetch and process in the morning.
The data helps but its up to you to turn it into something workable. Best I've done so far is an ER scanner for what may come next, and then a scanner in the works that needs a few tweaks. Its back tested with win rates for 5 and 10% moves within 15 days. Like HIMS 2 weeks ago.. alerted at 29 some dollars.... 74% chance 5% move, 52% 10% move in 15 days for puts. Its now under $20.
Be prepared to spend money, get really frustrated, spend a lot of time working, tweaking, learning if you go down this road...
I'm running a 7950x AMD, 128GB ddr5, 9100 samsung NVMe in raid 0 with direct lanes to CPU, Ubuntu, liquid cooling, 5090 RTX 32GB. Lots of backtesting, simulations, ect.