智通财经APP获悉，周三，Hims & Hers Health(HIMS.US)涨超7%，月内累涨30%，报64.51美元。消息 面上，该公司将于美东时间08月04日盘后发布财报，机构预期2025Q2实现营收5.52亿美元，同比增加 74.89%;预期每股收益0.165美元，同比增加174.5%。 ...

Core Viewpoint - A lawsuit has been filed against Hims & Hers Health, Inc. and its senior executives for potential violations of federal securities laws, particularly related to misrepresentation of a partnership with Novo Nordisk and the sale of compounded semaglutide [1][2][4]. Group 1: Lawsuit Details - The lawsuit is pending in the U.S. District Court for the Northern District of California, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [2]. - Investors have until August 25, 2025, to request to lead the case [2]. Group 2: Company Operations - Hims & Hers operates a telehealth platform providing online consultations, prescription medications, and wellness products [3]. - The company announced a collaboration with Novo Nordisk on April 29, 2025, to sell the weight loss drug Wegovy on its platform [3]. Group 3: Allegations and Impact - Hims & Hers allegedly misrepresented the nature of its partnership with Novo Nordisk, claiming compliance with FDA regulations regarding the sale of compounded semaglutide [4]. - Following the termination of the partnership by Novo Nordisk on June 23, 2025, due to deceptive practices, Hims & Hers stock price fell by $22.24 per share, a decline of over 34% [5].

NEW YORK, July 29, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Hims & Hers Health, Inc. ("Hims & Hers Health, Inc." or the "Company") (NYSE: HIMS) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Hims & Hers Health, Inc. investors who were adversely affected by alleged securities fraud between April 29, 2025 and June 23, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/ps ...

Core Viewpoint - Class actions have been initiated on behalf of stockholders of Hims & Hers Health, Inc. and Sarepta Therapeutics, Inc. due to alleged misleading statements and undisclosed material facts regarding their business operations and prospects [1][4]. Hims & Hers Health, Inc. (NYSE: HIMS) - Class period is from April 29, 2025, to June 23, 2025, with a lead plaintiff deadline of August 25, 2025 [2]. - Allegations include that Hims engaged in deceptive promotion of illegitimate versions of Wegovy, risking patient safety and jeopardizing collaboration with Novo Nordisk [2][3]. - Defendants are accused of making false statements about the partnership with Novo, which was supposed to ensure access to Wegovy for Hims subscribers, and misrepresenting the offerings of compounded semaglutide products [3]. Sarepta Therapeutics, Inc. (NASDAQ: SRPT) - Class period is from June 22, 2023, to June 24, 2025, with a lead plaintiff deadline of August 25, 2025 [4]. - The complaint alleges that Sarepta misled investors about the safety and revenue outlook of its gene therapy ELEVIDYS, which is intended for treating Duchenne muscular dystrophy [4]. - Specific allegations include failure to disclose significant safety risks associated with ELEVIDYS, misleading statements about trial protocols, and the potential for regulatory scrutiny due to adverse events [4]. - Following a safety update on March 18, 2025, where a patient died after treatment, Sarepta's stock price fell by $27.81 per share, or 27.44% [5]. - Subsequent disclosures of additional patient deaths led to further declines in stock price, including a drop of $15.24 per share, or 42.12%, on June 15, 2025 [6].

Company Performance - Hims & Hers Health, Inc. (HIMS) closed at $58.68, marking a +1.79% move from the prior day, outperforming the S&P 500's daily gain of 0.02% [1] - The stock has risen by 16.68% in the past month, leading the Medical sector's gain of 1.92% and the S&P 500's gain of 4.93% [1] Upcoming Earnings - The company is scheduled to release its earnings on August 4, 2025, with projected earnings of $0.18 per share, representing year-over-year growth of 200% [2] - The consensus estimate for revenue is $551.84 million, reflecting a 74.83% rise from the equivalent quarter last year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.75 per share and revenue of $2.35 billion, signifying shifts of +177.78% and +58.88% respectively from the last year [3] Analyst Estimates and Confidence - Recent revisions in analyst estimates reflect the latest near-term business trends, with positive revisions indicating analysts' confidence in the business performance and profit potential [3][4] Zacks Rank and Performance - Hims & Hers Health, Inc. currently possesses a Zacks Rank of 1 (Strong Buy), with the Zacks Rank system showing an impressive track record of outperformance [5] - Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.27% higher [5] Valuation Metrics - The company has a Forward P/E ratio of 77.22, which is a premium compared to the average Forward P/E of 27.59 for its industry [6] - HIMS has a PEG ratio of 2.13, compared to the average PEG ratio for the Medical Info Systems industry, which stood at 3.15 [7] Industry Overview - The Medical Info Systems industry is part of the Medical sector and currently holds a Zacks Industry Rank of 74, placing it in the top 30% of all 250+ industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Berger Montague is investigating potential securities fraud claims against Hims & Hers Health Inc. for making false or misleading statements to investors during the Class Period from April 29, 2025, to June 22, 2025 [1][2] Securities Fraud Investigation Details - On June 23, 2025, Hims & Hers shares fell over 34% after Novo Nordisk terminated its partnership due to unauthorized marketing and sale of compounded semaglutide drugs [2] - A complaint has been filed alleging material misstatements and omissions in violation of federal securities laws [2] Deadline to Act - Investors have until August 25, 2025, to seek appointment as lead plaintiff in the class action lawsuit [3] - Lead plaintiffs will help direct the case and advocate on behalf of other harmed investors [3]

Core Viewpoint - Hims & Hers Health, Inc. is facing a class action lawsuit due to allegations of deceptive practices related to the promotion and sale of illegitimate versions of the weight loss drug Wegovy®, resulting in a significant drop in its stock price after the termination of its partnership with Novo Nordisk [1][4][5]. Group 1: Company Overview - Hims & Hers Health is a telehealth company that offers prescription and over-the-counter medications, as well as personal care products [3]. Group 2: Legal Allegations - The class action lawsuit claims that during the Class Period, Hims & Hers made false and misleading statements and failed to disclose material facts, including engaging in deceptive promotion of illegitimate versions of Wegovy® [4]. - The lawsuit also alleges that there was a significant risk of Novo Nordisk terminating its collaboration with Hims & Hers due to these deceptive practices [4]. Group 3: Impact of Events - On June 23, 2025, Novo Nordisk announced the termination of its partnership with Hims & Hers, citing concerns over patient safety due to the deceptive promotion of knockoff versions of Wegovy® [5]. - Following the announcement of the partnership termination, Hims & Hers shares fell more than 34% [5].

Core Viewpoint - Securities class action lawsuits have been filed against Hims & Hers Health, Inc. for allegedly making false and misleading statements regarding the company's business practices and operations during the specified class period [1][2]. Group 1: Allegations Against Hims & Hers - The complaints allege that Hims & Hers engaged in deceptive promotion and selling of illegitimate versions of Wegovy, which posed risks to patient safety [2]. - It is claimed that there was a substantial risk of termination of Hims & Hers' collaboration with Novo Nordisk due to these practices [2]. - The positive statements made by the defendants about the company's business and prospects were deemed materially misleading and lacked a reasonable basis [2]. Group 2: Legal Process and Participation - Investors in Hims & Hers have until August 25, 2025, to seek appointment as lead plaintiff representatives in the class action [3]. - A lead plaintiff acts on behalf of all class members and is typically the investor or group of investors with the largest financial interest [3]. - Participation as a lead plaintiff does not affect the ability of other investors to share in any recovery from the lawsuit [3]. Group 3: Firm Background - Kessler Topaz Meltzer & Check, LLP is known for prosecuting class actions and has a reputation for recovering billions for victims of corporate misconduct [4]. - The firm aims to protect investors and consumers from fraud and negligence by businesses [4].

Core Viewpoint - Hims & Hers Health, Inc. is facing securities class action lawsuits due to allegations of misleading investors regarding its marketing practices and regulatory compliance related to its GLP-1 drug offerings, particularly in connection with its collaboration with Novo Nordisk [1][7][9] Group 1: Legal Actions and Investigations - Securities class action lawsuits were filed against Hims & Hers and certain executives, representing investors who acquired securities between April 29, 2025, and June 23, 2025 [1][3] - Hagens Berman, a national shareholders rights firm, is investigating the claims and encourages affected investors to report their losses [3] - The lead plaintiff deadline for the lawsuits is set for August 25, 2025 [3] Group 2: Events Leading to Lawsuits - Hims & Hers began offering GLP-1 medications in May 2024, initially through compounded semaglutide, and later with FDA-approved versions [4] - The FDA resolved a semaglutide product shortage on February 21, 2025, which limited Hims & Hers' ability to sell compounded semaglutide [5] - Following assurances from management about regulatory compliance during a Q4 2024 earnings call, Hims & Hers announced a collaboration with Novo Nordisk on April 29, 2025, which initially boosted share prices [6] Group 3: Allegations and Marketing Practices - The lawsuits allege that Hims & Hers provided misleading assurances about its revenue and compliance, failing to disclose critical information about its business practices [7] - Plaintiffs claim that Hims & Hers engaged in deceptive marketing of unauthorized versions of Wegovy®, exposing patients to risks and jeopardizing its relationship with Novo Nordisk [8] Group 4: Novo Nordisk's Termination of Collaboration - Novo Nordisk terminated its collaboration with Hims & Hers on June 23, 2025, citing "deceptive marketing" and illegal compounding practices [9] - Following this announcement, Hims & Hers shares plummeted by 30% [9]

Core Insights - Virtual healthcare is rapidly evolving, with Hims & Hers Health, Inc. (HIMS) and Teladoc Health, Inc. (TDOC) leading the market [1][2] - HIMS focuses on affordability and personalization, while TDOC emphasizes broad clinical reach and enterprise partnerships [2] - HIMS has significantly outperformed TDOC in stock performance over the past year [3][6] Company Overview - HIMS offers a subscription-based platform for personalized treatments in sexual health, mental wellness, dermatology, and weight loss [1] - Teladoc Health provides integrated services for primary care, chronic condition management, and mental health, with over 17 million visits projected in 2024 [1] Stock Performance & Valuation - HIMS stock has increased by 165.6% over the past year, while TDOC has declined by 14.3% [3][6] - HIMS has a forward price-to-sales (P/S) ratio of 4.89, significantly above its three-year median of 2.34X, while TDOC's ratio is 0.57X, below its median of 1.02X [5] - HIMS and TDOC have Value Scores of D and B, respectively [5] Growth Drivers for Hims & Hers - HIMS has over 2.4 million subscribers, a 38.4% increase year-over-year [7] - The acquisition of ZAVA enhances HIMS' presence in Europe, providing access to over 1.3 million customers [8] - HIMS is investing in AI to improve diagnostic accuracy and reduce healthcare friction, supported by $870 million in financing [9] Growth Drivers for Teladoc Health - Teladoc's BetterHelp platform is a leader in virtual mental health care, with over 35,000 licensed clinicians [10] - The Integrated Care segment addresses complex clinical needs, increasing user engagement and revenue per member [11] - Teladoc serves over 90 million members internationally, diversifying revenue streams [12] Earnings Projections - HIMS is projected to have a consensus EPS of $0.75 for the current year, reflecting a year-over-year growth of 177.78% [15] - TDOC's consensus estimate for loss per share in 2025 implies a 79.4% improvement from 2024 [16] Price Targets - The average price target for HIMS is $47.67, indicating a potential decline of 17.3% from the last close [18] - The average price target for TDOC is $9.26, suggesting a potential increase of 12.9% from the last close [19] Investment Recommendation - HIMS is identified as a more stable and financially sound investment opportunity, with strong profitability and user engagement [20][23] - TDOC, while growing, is viewed as having higher execution risk and less financial predictability compared to HIMS [23]