Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against LifeMD, Inc. due to allegations of violations of federal securities laws, particularly concerning misleading statements and financial guidance [4][6]. Group 1: Legal Investigation - The law firm is encouraging investors who suffered losses exceeding $75,000 in LifeMD between May 7, 2025, and August 5, 2025, to discuss their legal options [1]. - A federal securities class action has been filed against LifeMD, with a deadline of October 27, 2025, for investors to seek the role of lead plaintiff [4][8]. Group 2: Allegations Against LifeMD - The complaint alleges that LifeMD and its executives materially overstated the company's competitive position and were reckless in raising the 2025 guidance without properly accounting for rising customer acquisition costs [6]. - LifeMD's revised guidance announced on August 5, 2025, projected total revenue in the range of $250 to $255 million, down from previous guidance of $268 to $275 million, leading to a 44.8% stock price drop on August 6, 2025 [7].

All right, newly installed Fed Governor Steven Myron is saying he favored a bigger rate cut at the recent FOMC meeting. Here with the latest on this story is our Fed correspondent Jennifer Shawnberger. Jen, good afternoon.miles. New Federal Reserve Governor Steven Myron said he favored a jumbosized rate cut at the central bank's policy meeting earlier this week because he doesn't see any inflation from tariffs and he favors a policy rate that does not restrict the economy nor spur it. Myron telling CNBC in ...

Core Thesis - Oddity Tech Ltd. is positioned as a leading player in the beauty and medical-grade healthcare markets, demonstrating consistent execution of its growth strategy [2][5] Financial Performance - In Q2, Oddity achieved a revenue growth of 25% year-over-year, reaching $241 million, and generated $70 million in adjusted EBITDA, with LTM revenue totaling $752 million and $130 million in free cash flow [2][4] - The company's stock was trading at $62.82 with a trailing P/E of 34.90 as of September 12th [1] Business Model and Strategy - Oddity employs a data-driven, direct-to-consumer model that creates a self-reinforcing flywheel, where user insights inform product development, enhancing engagement and generating actionable feedback [3][4] - The upcoming Brand 3 telehealth platform aims to leverage a 60+ million-user base, targeting dermatology to address consumer dissatisfaction with conventional solutions [3][5] Growth Catalysts - Brand 3 and future Brand 4 are expected to be significant growth catalysts, potentially driving revenue growth beyond 25% year-over-year by late 2026 [5] - The company emphasizes sustainable, compounding growth with a target of 20% revenue growth and strong EBITDA margins, resisting short-term pressures [4][5] Market Position and Validation - Despite skepticism from past short reports, Oddity's audited financials, strong Trustpilot scores, and expanding product portfolio validate its business model [4][6] - The valuation appears compelling with significant upside potential driven by continued execution and market expansion [5][6]

Core Insights - Hims and Hers Health Inc (NYSE:HIMS) shows strong performance when its stock crosses above the 50-day moving average, with an average next-month return of 31.8% and an 83% win rate [1] - The company is expanding its treatment offerings beyond weight-loss drugs, particularly into low-testosterone treatments, which has been positively received by the market [1] - There is a significant short interest in HIMS, with 38% of the stock's total float sold short, indicating potential for a short squeeze and additional upward momentum [2] Technical Analysis - The stock has experienced pullbacks to its 12-month moving average, creating favorable buying opportunities [1] - Options support is concentrated at the $50 level, where peak call open interest is located, suggesting a strategic point for options trading [4] - Implied volatilities are currently lower than 85% of daily readings over the past year, indicating a favorable environment for purchasing options [4] Investment Strategy - A recommended December call option has a leverage ratio of 2.9, which could double with a 36.6% rise in the underlying stock [5]

Core Insights - Hydreight Technologies Inc. has reported stronger-than-expected order growth and strategic advancements, indicating a robust performance in the mobile clinical network sector [1][2][3] Order Growth and Market Momentum - In August 2025, Hydreight processed over 80,000 pharmacy and telehealth product orders, exceeding the internal forecast of approximately 55,000 orders, reflecting broad demand across multiple service lines [2] - The company has seen an 86% year-over-year increase in pharmacy orders from January to August 2025, indicating significant market momentum [3] Strategic Growth Initiatives - Hydreight has invested in making the VSDHOne platform fully modular, enhancing customer adoption and expanding its total addressable market [4] - The company reported a 33% year-over-year revenue growth for H1 2025, marking its third consecutive quarter of profitability, driven by strong pharmacy order growth and network expansion [4] - An oversubscribed financing round raised $11.5 million to support strategic initiatives and strengthen the balance sheet [4] - The acquisition of a 5% stake in Perfect Scripts LLC aims to enhance operational control over pharmacy fulfillment and support margin expansion [4] AI Integration - Hydreight is in due diligence to acquire an AI-driven tool designed to provide personalized IV treatment recommendations, which is expected to enhance clinical decision-making and marketing capabilities [5] Customer Lifetime Value (LTV) Expansion - The company is focusing on expanding Customer Lifetime Value (LTV) by encouraging patients to engage with multiple service offerings within its ecosystem, thereby deepening patient relationships and improving unit economics [6] Outlook - Management emphasizes the need for continued investment in infrastructure, technology, and regulatory compliance to sustain growth, particularly in integrating new acquisitions [7] Competitive Position - Hydreight believes its established provider network, expanding pharmacy relationships, and growing patient demand position it favorably in the fragmented U.S. digital health market [8] Management Commentary - The CEO highlighted the broad-based adoption of Hydreight's services across various healthcare segments, indicating a strong platform performance [9] - The company is committed to building a scalable and compliant model that delivers value to patients, providers, and shareholders [10]

Core Viewpoint - A class action lawsuit has been filed against LifeMD, Inc. for allegedly making materially false and misleading statements regarding its business and financial outlook, leading to a significant drop in share price [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who purchased LifeMD shares between May 7, 2025, and August 5, 2025 [1][2]. - Investors have until October 27, 2025, to seek appointment as lead plaintiff representative of the class [2]. Group 2: Allegations Against LifeMD - LifeMD is accused of overstating its competitive position and raising its 2025 guidance without properly accounting for increasing customer acquisition costs, particularly in its RexMD segment and for obesity-related drugs [3]. - Following the revelation of the true facts, LifeMD's shares plummeted by 44%, equating to a decrease of $5.31 per share in a single trading session [3].

Core Insights - The FDA issued warning letters to numerous drug companies, including Hims & Hers, for "false or misleading claims" about their products [1] - This action occurred shortly after President Trump signed an order aimed at regulating direct-to-consumer drug advertising [1] Company Summary - Hims & Hers is among the companies that received warning letters from the FDA [1] - The letters demand corrections to the claims made about their products [1] Industry Summary - The FDA's crackdown reflects a broader regulatory effort to ensure truthful advertising in the pharmaceutical industry [1] - The timing of the warning letters coincides with new regulatory measures introduced by the government [1]

Core Point - The U.S. Food and Drug Administration has issued a warning letter to telehealth firm Hims & Hers Health concerning its compounded versions of Novo Nordisk's diabetes drug Ozempic and weight-loss treatment Wegovy [1] Company Summary - Hims & Hers Health is facing regulatory scrutiny from the FDA for its compounded medications related to popular diabetes and weight-loss treatments [1] Industry Summary - The telehealth industry is experiencing increased regulatory oversight, particularly regarding the compounding of pharmaceuticals, which may impact operational practices and compliance requirements [1]

SPECIAL REPORT: Here's The Most Trusted Company For Investing Hims stock toppled Tuesday after the Food and Drug Administration issued the telehealth giant a warning letter regarding its knockoff version of Novo Nordisk's semaglutide. The Pressure On Hims Stock Hims & Hers Health is a telehealth giant with a compounding business. The company sells skin care, sexual health and hair-loss products. But Hims became a household name when the company launched its compounded semaglutide in May 2024. At the time, b ...

SAN FRANCISCO, Sept. 12, 2025 (GLOBE NEWSWIRE) -- A new federal securities fraud class action lawsuit has been filed against LifeMD (NASDAQ: LFMD), alleging that the telehealth company and its executives provided investors with a misleading picture of its financial health and growth prospects. The suit, filed in in the Eastern District of New York, comes after a dramatic stock price decline in August following the company’s earnings report. The firm urges investors in LifeMD who suffered significant losses ...