Key Takeaways Hims & Hers launched a specialty offering for perimenopause and menopause care access.HIMS enables personalized plans tailored to women's health history and preferences.Hims & Hers aims to grow its platform by addressing major care gaps in women's health.Hims & Hers Health, Inc. (HIMS) launched a new specialty in women’s health last week. It offers access to affordable treatment plans built specifically for women experiencing perimenopause and menopause.It is worth mentioning that the specialt ...

When I started covering Hims & Hers Health, Inc. (NYSE: HIMS ) in March this year, the company was trading at a cheap valuation due to the market seeing it as little more thanI either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy ...

When I started covering Hims & Hers Health, Inc. (NYSE: HIMS ) in March this year, the company was trading at a cheap valuation due to the market seeing it as little more thanI either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy ...

Core Insights - The article emphasizes the importance of identifying deeply undervalued equities with long-term potential that are often overlooked by the market [1] Group 1: Investment Strategy - The focus is on managing investments since 1999, which provides a perspective across multiple market cycles [1] - The analyst has a background in Economics and is pursuing CFA certification, indicating a strong foundation in financial analysis [1] Group 2: Market Perspective - The article suggests that there are significant opportunities in the market for undervalued stocks that may not be recognized by the broader investment community [1]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start Q4, consider joining Out Fox The Street .Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not r ...

Key Points - NIO-SW (09866) rose over 4% as CEO Li Bin emphasized the necessity of achieving profitability in Q4 during an internal meeting on October 17 [1] - COSCO Shipping Energy (01138) increased over 4% due to successful capital increase enhancing future shipping capacity and strategic value in international shipping competition [1] - Datang New Energy (01798) fell over 4% despite a more than 10% increase in power generation in the first nine months, influenced by adjustments in VAT policies for wind power [1] - Laopuhuang Gold (06181) dropped over 6%, although it still recorded a cumulative increase of over 10% this month, with a price adjustment announcement set for October 26 [1] - Jitu Express-W (01519) rose over 3% as Q3 parcel volume exceeded market expectations, with anti-involution policies likely to restore company profits [1] - JD Health (06618) increased over 4% as institutions expect enhanced drug sales to benefit overall gross margin [1] - Derin Holdings (01709) rose over 3% after announcing plans to acquire 2,995 BM mining machines from Bitmain, strengthening its Bitcoin mining business [1] - Sanhua Intelligent Control (02050) increased over 6% after announcing an increase in the share repurchase price limit, with recent catalysts in the robotics sector [1] - Bilibili-W (09626) rose over 3% as Q3 advertising performance is expected to continue, with a new card game set to contribute additional revenue early next year [1] - Alibaba-W (09988) rose over 4% after partnering with Ant Group to acquire a 13-story commercial building in Causeway Bay for HKD 7.2 billion [2] US Market Highlights - CSX Transportation (CSX.US) rose 1.69% as CEO Steve Angel indicated a focus on strategic opportunities and reevaluating aspects of railroad operations [3] - Novo Nordisk (NVO.US) fell 3.07% and Eli Lilly (LLY.US) dropped 2.02% following Trump's comments on potential price reductions for the weight loss drug Ozempic [3] - American Lithium (LAC.US) fell 8.12% after JPMorgan downgraded its rating from "neutral" to "underweight," citing overvaluation concerns [3] - Ford Motor Company (F.US) rose 1.53% as the NHTSA announced a recall of nearly 625,000 vehicles due to safety issues [3] - ASE Technology Holding (ASX.US) continued to rise 1.11% with the expansion of its K18B advanced packaging plant expected to commence production in Q1 2028 [3] - NetEase (NTES.US) fell 0.26% after announcing the discontinuation of its mobile game "The Lord of the Rings: Rise to War" [3] - Oracle (ORCL.US) fell 6.93% as it projected a 35% gross margin for its AI infrastructure plans during the Oracle AI World conference [4] - Hims & Hers Health (HIMS.US) dropped 15.84% after launching affordable treatment options for perimenopausal and menopausal individuals [4] - Gold stocks generally declined, with Harmony Gold (HMY.US) down 8.86% and Kinross Gold (KGC.US) down 8.99%, amid a significant drop in spot gold prices [4]

Market Overview - Wall Street experienced a decline from record highs due to renewed tariff threats from President Trump against China, impacting investor sentiment and leading to a selloff in export-sensitive and financial stocks [2] - Concerns regarding regional bank credit, particularly bad loans reported by Zions Bancorp and Western Alliance Bancorp, contributed to the market downturn [2][10] - The Federal Reserve faced pressure as Trump's rhetoric towards Chair Jerome Powell raised concerns about political interference in monetary policy, while uncertainty over the U.S. government shutdown affected economic outlooks [3] Bullish Stocks - Stellantis N.V. announced a $13 billion investment over four years to expand its U.S. manufacturing footprint by 50%, which resulted in a surge in its stock price [5] - Papa John's International shares rose following a new takeover offer from Apollo Global Management at $64 per share, although the deal's completion remains uncertain [6] - Oklo Inc. saw its stock soar nearly 700% year-to-date as it aims to deploy micro-nuclear reactors for U.S. military bases under the Pentagon's Project Janus initiative, despite facing regulatory challenges and having no commercial revenue [7] Bearish Stocks - U.S. semiconductor stocks, including NVIDIA, Micron, and Intel, fell sharply due to escalating trade tensions with China, exacerbated by Micron's exit from China's data center market following a ban on its products [8] - Shares of Eli Lilly, Novo Nordisk, and Hims & Hers Health declined after President Trump indicated that prices for "fat-loss drugs" would decrease significantly, leading to a selloff in GLP-1 therapy manufacturers [9] - Regional bank stocks, particularly Zions Bancorp and Western Alliance Bancorp, experienced their worst drop since April, with Zions disclosing a $60 million provision for troubled loans and Western Alliance facing a lawsuit for alleged fraud [10][11]

智通财经APP获悉，周五，减肥药公司股价下跌，礼来(LLY.US)跌约2%；而销售低价配制版GLP-1的 Hims & Hers Health(HIMS.US)股价更大跌超15%。此前美国总统特朗普表示，其政府目标是将热门GLP- 1减肥药的品牌定价压低至每月150美元，远低于当前动辄超千美元的标价。 目前礼来及诺和诺德通过直销网站提供约月500美元的折扣版；Hims & Hers等远程医疗平台则提供配制 版，每月130-200美元不等。 特朗普表示："同一款药在伦敦一个月只要88至130美元，在纽约却要1300美元。将来你付150，我们也 付150，价格要一样。"当被追问指的是哪款药时，特朗普回答是热门减肥药Ozempic。 不过，美国医疗保险与医疗补助服务中心(CMS)署长Mehmet Oz当场澄清称，政府尚未与药企就GLP-1 议价达成协议，"我们还没谈妥，这一类药还没谈到"。此前一周，Oz表示政府正与减肥药厂商"进行大 量谈判"。 礼来与诺和诺德均是此前收到特朗普政府来函的17家大型药企之一，信件要求这些药商将美国药价与其 他发达国家对齐。辉瑞(PFE.US)和阿斯利康(AZN.US)已签署政府倡议达 ...

Core Insights - Hims & Hers Health Inc has announced its expansion into menopause-related treatments, targeting a large and underserved market [1] - The initial positive market reaction is beginning to fade, indicating potential volatility in stock performance [1] Company Summary - Hims & Hers Health Inc (NYSE: HIMS) is focusing on menopause-related treatments, which represents a significant opportunity within the healthcare sector [1] - The company is entering a market that has been largely neglected, suggesting potential for growth and increased revenue streams [1] Industry Summary - The menopause treatment market is characterized as large and underserved, highlighting a gap in existing healthcare offerings [1] - The expansion into this area may position Hims & Hers Health Inc favorably against competitors who have not yet addressed this demographic [1]