Core Insights - Hims & Hers Health shares fell 18% in after-hours trading despite reporting better-than-expected revenue and earnings, primarily due to disappointing gross margins [1][2] - The company's revenue increased by 95% year-over-year in Q4, reaching $246.6 million [1] - Gross margin was reported at 77%, below the expected 78.4% [2] Financial Performance - For the full year, excluding GLP-1 offerings, revenue rose 43% to $1.2 billion, surpassing the previous 2025 revenue target a year early [5] - Net income increased to $26.01 million, or 11 cents per share, compared to $1.25 million, or 1 cent per share, a year earlier [6] - Adjusted earnings were reported at $54.1 million, meeting analyst estimates [6] Future Outlook - For Q1, Hims & Hers anticipates revenue between $520 million to $540 million, exceeding analyst expectations of $497 million [6] - Adjusted earnings for the same period are projected to be between $55 million to $65 million [6] Market Context - The company experienced a significant stock drop of 26% following the FDA's announcement regarding the resolution of semaglutide injection product shortages [2] - Hims & Hers has been a standout in the digital health sector, particularly due to its weight loss offerings, with stock climbing approximately 200% for the year [3]

Core Insights - Lexaria Bioscience Corp. has received lead clinical site human research ethics committee (HREC) approval for the 5th study arm of its Phase 1b, 12-week chronic study GLP-1-H24-4 in Australia, allowing dosing to commence [1][2] - The study aims to investigate two GLP-1 drugs, semaglutide and tirzepatide, which together represent over 90% of the global GLP-1 market, showcasing a significant achievement for the company [3] - Lexaria's patented DehydraTECH delivery technology is expected to enhance the performance characteristics of these drugs through oral dosing, as opposed to injections [3][4] Study Details - The study consists of five arms: 1. DehydraTECH-CBD capsules 2. DehydraTECH-semaglutide capsules 3. DehydraTECH-semaglutide combined with DehydraTECH-CBD capsules 4. Rybelsus® tablets (positive control) 5. DehydraTECH-tirzepatide capsules (with newly received HREC approval) [5] - Patient recruitment and dosing are progressing, with the milestone of First Patient First Dose achieved in December 2024 [3] Company Overview - Lexaria operates a licensed in-house research laboratory and holds a robust intellectual property portfolio with 48 patents granted and additional patents pending worldwide [4] - DehydraTECH technology has demonstrated the ability to increase bio-absorption and deliver some drugs more effectively across the blood-brain barrier [4]

Core Insights - The article emphasizes a conservative investment strategy, allocating 90% to stable investments and 10% to growth opportunities for balanced returns [1] Valuation Framework - The base valuation framework projects free cash flows over a 9-year period, starting from a baseline year, applying consistent annual growth rates [1] - Cash flows are discounted using a rate calculated through CAPM, considering both time value and risk factors [1] - Terminal value is calculated by projecting Year 9 cash flows and applying a sustainable long-term growth rate, assuming steady growth patterns and discount rates [1] Pharmaceutical Revenue Model - The revenue model indicates a linear market adoption from 10% initial uptake to full penetration, followed by an 8% annual decline while maintaining at least 40% of peak levels [1] - Revenue calculations are based on patient numbers, market penetration, and annual treatment costs, with operating and production costs scaling proportionally with sales volume [1] - The final valuation incorporates success probability factors and time-adjusted cash flows using standard discount rates [1]

– SL-325 is a high-affinity DR3 blocking antibody being developed for the treatment of inflammatory bowel disease (IBD); No evidence of toxicity or residual agonism observed in non-human primate toxicology study –  – SL-325 receptor occupancy (RO) and pharmacokinetic (PK) profile observed suggestive of extended dosing intervals; IND filing expected in the third quarter of 2025 –  AUSTIN, TX & DURHAM, NC, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Shattuck Labs, Inc. (Shattuck) (NASDAQ: STTK), a biotechnology company ...

As expectations of the future tamper down, Novo Nordisk ( NVO ) is currently adequately priced in the near term, but likely underpriced compared to its mid- to long-term potential. At a 25% revenue CAGR over the next five years, theI am an individual investor and student of value investing. I specialize in strategic analysis of situations, trying to assess stocks with common sense and simple valuation models to add robustness to my thinking. I am sector agnostic and my primary focus in stock picking is on m ...

After pre-announcing that its full-year revenue would come in below its original guidance, Eli Lilly (LLY 0.92%) announced its full results and reiterated its earlier 2025 forecast. The company has been a big beneficiary of GLP-1 drugs that have seen soaring demand as they have been shown to greatly help with multiple health issues, including weight control.The stock has bounced back since lowering its 2024 guidance in mid-January and is now up more than 10% year to date.Let's take a closer look at the comp ...

                World’s First-Ever Study Tracking Biodistribution of DehydraTECH GLP-1 Molecules  Kelowna, British Columbia – February 6, 2024 – TheNewswire - Lexaria Bioscience Corp. (Nasdaq: LEXX, LEXXW) (the “Company” or “Lexaria”), a global innovator in drug delivery platforms, announces that dosing has begun in its fluorescently tagged DehydraTECH-semaglutide (“FTS”) rodent biodistribution study (the “Study”). Distribution of a drug once it enters the body can provide vital clues as to the understandi ...

Helixberg is an independent biotech publication providing concise and insightful briefings on major biotech catalysts and portfolio strategies. We are a team of healthcare professionals who launched this community following long careers in the biotech sector and hedge fund industry. With billions of dollars invested in groundbreaking pharmaceutical research, the biotech industry is moving at lightning speed. Over our careers we were in awe how little some experts in the traditional media understand to be pr ...

A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.Happy Tuesday! Most people quit a highly popular class of weight loss and diabetes drugs called GLP-1s within a year of starting them, several studies have shown. But new research has more details on who is more likely to stay on the pricey drugs, which cost roughly $1,000 per month before insurance and other rebates. Many i ...

Wall Street has high hopes for development-stage pharmaceutical company Viking Therapeutics.Medications known as glucagon-like peptide 1 (GLP-1) receptor agonists are taking over the healthcare industry. While you may not be familiar with the term "GLP-1," I'd wager you'll recognize some of the most popular ones on the market today, including Ozempic, Wegovy, Mounjaro, and Zepbound. Each of these GLP-1 treatments are developed by either Novo Nordisk or Eli Lilly.Although Novo Nordisk and Eli Lilly are the m ...