Core Viewpoint - Hims & Hers Health has announced the offering of Eli Lilly's Zepbound, a weight loss drug, which is seen as a significant development despite concerns about its potential impact on the company's growth [1][5][9] Group 1: Product Offerings - Hims & Hers Health will now provide Zepbound, which has shown an average weight loss of around 21% at the highest dose, outperforming Novo Nordisk's Wegovy, which has an average weight loss of 15% [2][4] - The company will also offer liraglutide, another weight loss treatment, priced at $299 per month, significantly lower than Zepbound's $1,899 per month [10][11] Group 2: Market Reaction - Following the announcement of Zepbound, Hims & Hers shares rose by 5%, indicating positive market sentiment [2] - However, after the FDA announced the end of the semaglutide shortage, Hims' shares plummeted by nearly 26%, highlighting the volatility in the company's stock performance [4][5] Group 3: Competitive Landscape - Eli Lilly clarified that it has no affiliation with Hims & Hers, suggesting that Hims is acting merely as a middleman without unique business advantages [7][8] - The pricing strategy for Zepbound raises concerns, as it is significantly higher than Eli Lilly's direct offering, which could deter potential customers [8][9] Group 4: Future Growth Potential - The addition of liraglutide may cater to a niche market for patients looking to lose smaller amounts of weight, potentially expanding Hims' subscriber base [12][13] - Overall, the recent announcements are not seen as groundbreaking, but they may help maintain interest in Hims' weight loss offerings [13]

Hims & Hers Health (HIMS 0.37%) stock labored mightily on Wednesday, but in the end, it couldn't top the benchmark S&P 500 index. Investor excitement about news of a fresh product launch the previous day was tempered by a lukewarm analyst note regarding the telehealth company's prospects.Slimming products for fat profitsThe great opportunities in the healthcare field now have to do with obesity drugs, of which precious few have been approved specifically for the indication by the Food and Drug Administratio ...

Economic Overview - Investors are concerned about the potential economic downturn due to new tariffs imposed by Trump, with Goldman Sachs raising its recession forecast from 20% to 35% [1][2] - Economists warn that these tariffs could lead to increased costs for businesses, a slowdown in hiring, and wage growth, prompting Wall Street firms to lower GDP growth projections [2] Medical Device Industry Outlook - The medical device industry is viewed as a stable investment during market volatility, with a promising long-term outlook despite short-term challenges such as tariffs and cost escalations [3] - Advancements in AI and predictive analytics are revolutionizing the medical device industry, enhancing diagnostics, patient monitoring, and personalized treatment [4] Company Highlights Masimo (MASI) - Masimo specializes in non-invasive patient monitoring systems and is benefiting from focused R&D efforts, with notable technologies like Measure-through Motion and Low Perfusion pulse oximetry [7] - MASI shares have increased by 1.4% year to date, outperforming the broader market, and the company is expected to report earnings growth of 20% in 2025 [8] Boston Scientific (BSX) - Boston Scientific is experiencing strength across its MedSurg and Cardiovascular lines, with strong demand and contributions from acquisitions driving growth [10] - BSX shares have risen 13.3% year to date, and the company is expected to report earnings growth of 13.6% in 2025 [12] Hims & Hers Health (HIMS) - Hims & Hers Health targets a $360 million U.S. total addressable market, focusing on mental health, weight loss, and dermatology, with over 2 million subscribers driving recurring revenues [15] - HIMS shares have surged 28.4% year to date, with an expected earnings growth of 133.3% in 2025 [16]

Core Viewpoint - Wall Street analysts are showing renewed confidence in the healthcare sector, particularly with Gilead Sciences, indicating a potential shift in sentiment and highlighting the sector as a safe haven for investors [1][5]. Gilead Sciences - J.P. Morgan upgraded Gilead Sciences, marking a pivotal endorsement and signaling optimism in the company's valuation and the broader healthcare sector [5]. - Gilead's stock has outperformed the S&P 500 by 27% over the past quarter, trading at 93% of its 52-week high, which has attracted institutional interest [4][7]. - Analysts forecast a 12-month price target of $105.12 for Gilead, with a potential upside to $130, representing a 16.1% increase from current levels [4][7]. Pfizer Inc. - Pfizer is viewed as a value-based, defensive opportunity, trading at 80% of its 52-week high, with a 12-month price forecast of $31.92, indicating a 30.17% upside [9][10]. - Analysts project a significant increase in Pfizer's third-quarter EPS to $1.00, a 51.5% rise from the current 66-cent EPS, supporting the bullish outlook [10]. - Pfizer offers a 6.8% annual dividend yield, providing stability and income in a volatile market [11]. Hims & Hers Health Inc. - Hims & Hers is positioned as a contrarian growth play, with a 12-month price forecast of $37.31, suggesting a 20.20% upside [12]. - The stock has attracted $739 million of institutional capital over the past quarter, indicating growing interest despite trading at only 38% of its 52-week high [13]. - Hims & Hers trades at a high P/E ratio of 66.1, reflecting market expectations for future outperformance in the digital healthcare space [14].

The Hims app arranged on a smartphone in New York on Feb. 12, 2025. Hims & Hers Health shares rose more than 5% on Tuesday after the company announced patients can access Eli Lilly's weight loss medication Zepbound and diabetes drug Mounjaro, as well as the generic injection liraglutide, through its platform. Zepbound, Mounjaro and liraglutide are part of the class of weight loss medications called GLP-1s, which have exploded in popularity in recent years. Hims & Hers launched a weight loss program in late ...

The latest trading session saw Hims & Hers Health, Inc. (HIMS) ending at $29.55, denoting a +1.41% adjustment from its last day's close. The stock's performance was ahead of the S&P 500's daily gain of 0.55%. At the same time, the Dow added 1.01%, and the tech-heavy Nasdaq lost 0.14%. Prior to today's trading, shares of the company had lost 35.37% over the past month. This has lagged the Medical sector's loss of 3.93% and the S&P 500's loss of 6.22% in that time. The investment community will be closely mon ...

Core Insights - Hims & Hers (HIMS) has experienced significant growth, but market skepticism exists regarding the sustainability of this growth [1] - The stock is currently perceived as undervalued, suggesting potential investment opportunities [1] Company Performance - The stock price used for analysis was the end-of-day price on March 27, 2025, indicating a specific timeframe for the evaluation [1] - The video analysis highlights the current valuation of Hims & Hers, emphasizing its attractiveness compared to growth potential [1]

Core Viewpoint - Hims & Hers Health experienced a significant stock decline of over 50% after a period of rapid growth, primarily due to the FDA's announcement ending the national shortage of semaglutide, which had previously driven sales for the company [1][2][3]. Group 1: Stock Performance - Hims & Hers stock surged more than 670% from January 1, 2024, to February 19, 2025, before plummeting over 50% [1]. - Following the FDA's decision, the stock has shown some signs of recovery, indicating that the worst may be over for investors [4]. Group 2: Revenue and Business Outlook - The company projects full-year 2025 revenue between $2.3 billion and $2.4 billion, reflecting a year-over-year increase of 59% [4]. - Over two-thirds of Hims & Hers' revenue is expected to come from non-weight loss products, with significant contributions from men's and women's dermatology, mental health, and sexual health, each projected to generate over $100 million in sales [5]. - Hims & Hers plans to launch a generic version of Novo Nordisk's GLP-1 inhibitor Victoza (liraglutide) later this year, which is anticipated to be successful [7]. Group 3: Market Position and Competition - Despite losing the ability to sell compounded semaglutide, Hims & Hers has other weight-loss products that remain popular, with costs as low as $69 per month [6]. - The potential approval of new obesity drugs, including an oral version of semaglutide, may increase competition in the weight-loss market [8]. - Hims & Hers trades at nearly 63 times forward earnings, suggesting that the stock may have been overvalued prior to the FDA decision [9].

Core Insights - Hims & Hers Health is a player in the highly regulated healthcare sector, which has raised concerns for potential investors [1] Group 1 - The analyst has been observing Hims & Hers Health for some time but only recently opened a position, indicating a cautious approach to investment in the company [1] - The analyst expresses a bullish sentiment towards Hims & Hers Health, suggesting a positive outlook for the company's future performance [1] Group 2 - The analyst holds a beneficial long position in Hims & Hers Health shares, indicating confidence in the company's stock [2] - The article reflects the analyst's personal opinions and is not influenced by any external compensation or business relationships [2]

Group 1 - Hims & Hers (NYSE: HIMS) stock has increased approximately 70% since the buy recommendation on November 16, 2024, as of March 19 [1] - The author has a background in engineering and a strong interest in investing, particularly in tech stocks [1] Group 2 - No stock, option, or similar derivative positions are held in any of the companies mentioned, and there are no plans to initiate such positions within the next 72 hours [1]