Investors with a lot of money to spend have taken a bearish stance on Hims & Hers Health (NYSE:HIMS).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with HIMS, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner ...

Maple Tree Capital, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was mixed for Maple Tree Capital. The market continued to rebound from the Liberation Day lows, while the firm’s performance was affected by the late-quarter decline of one of its largest holdings, Upstart. This resulted in the Jonagold portfolio concluding the quarter with a 13.12% loss. On the other hand, its Heartwood portfolio delivered an exceptiona ...

As filed with the Securities and Exchange Commission on December 29, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VSEE HEALTH, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 8000 86-2970927 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 980 N Federal Hwy Suite ...

As filed with the Securities and Exchange Commission on December 29, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 VSEE HEALTH, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 8000 86-2970927 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification No.) 980 N Federal Hwy Suite ...

Core Thesis - Hims & Hers Health, Inc. is positioned as a transformative player in the healthcare sector, focusing on telehealth and longevity optimization, with shares trading at $39.76 as of November 28th, and trailing and forward P/E ratios of 75.02 and 62.11 respectively [1][2] Company Overview - Hims & Hers operates a telehealth platform connecting consumers with licensed healthcare professionals across the U.S., U.K., and internationally, evolving towards a model where traditional specialties are less relevant [2] - The company aims to prevent illness through molecular-level testing and targeted interventions, integrating various health specialties such as dermatology and cardiology [3] Strategic Initiatives - Hims is increasing capital deployment through CapEx, leading to improved patient outcomes, with upward trends in cash from operations and free cash flow per share, despite temporary reductions due to higher investments [4] - The decline in costs for diagnostics and intelligence gathering is accelerating Hims' approach to a point where the marginal cost of health monitoring approaches zero, while maintaining a high lifetime value per subscriber [4] Future Outlook - The disciplined investment strategy positions Hims to build a leading global consumer healthcare network, with an expected inflection point in one to two years where patient outcomes per unit of CapEx improve significantly [5] - Hims is anticipated to advance in designing optimal molecules through its network, enhancing its long-term value proposition, and is currently undervalued at just over five times sales, presenting a compelling investment opportunity [5]

Core Insights - Whales have shown a bullish sentiment towards Hims & Hers Health, with 44% of trades being bullish and 40% bearish, indicating a strong interest in the stock [1] - The predicted price range for Hims & Hers Health over the last three months has been between $3.0 and $60.0, suggesting significant volatility and potential for price movement [2] - The average open interest for options trades is 1483.33, with a total volume of 6,561.00, reflecting active trading and interest in the stock [3] Options Activity - Noteworthy options activity includes a bullish call trade with a total trade price of $373.9K at a strike price of $3.00, and a bearish put trade with a total trade price of $354.0K at a strike price of $37.00 [7] - The trading volume for Hims & Hers Health stands at 6,413,084, with the stock price increasing by 2.24% to $37.92, indicating positive market sentiment [13] Company Overview - Hims & Hers Health, launched in 2017, is a telehealth platform providing treatment options for various health issues, with over 2 million subscribers and services available in all 50 states and select European markets [8] - The company does not accept insurance, relying on direct payments from customers for its offerings, which include prescription drugs, over-the-counter medicines, and supplements [8] Analyst Ratings - Recent analyst ratings suggest an average target price of $58.5, with one analyst downgrading to a Buy rating with a target of $85, while another maintains an Underperform rating with a target of $32 [10][11]

Core Insights - Deep-pocketed investors are showing a bullish sentiment towards Hims & Hers Health, indicating potential significant developments ahead [1] - The options activity for Hims & Hers Health is unusually high, with a split sentiment among investors [2] Options Activity - A total of 12 extraordinary options activities were recorded, with 41% of investors leaning bullish and 41% bearish [2] - Notable options include 9 puts totaling $366,327 and 3 calls amounting to $111,600 [2] Predicted Price Range - Major market movers are focusing on a price range between $33.0 and $70.0 for Hims & Hers Health over the last three months [3] Volume & Open Interest - The analysis of volume and open interest provides insights into liquidity and investor interest in Hims & Hers Health's options, particularly within the $33.0 to $70.0 strike price range over the past 30 days [4] Significant Options Trades - Recent significant trades include a bullish put sweep with a strike price of $33.50 and a bearish call trade with a strike price of $50.00, among others [8] Company Overview - Hims & Hers Health, launched in 2017, is a telehealth platform offering various treatment options and has over 2 million subscribers [9] - The platform operates in all 50 states and certain European markets, providing a range of prescription and over-the-counter products [9] Market Position and Analyst Opinions - Analysts have set an average price target of $58.5 for Hims & Hers Health, with one analyst lowering their rating to Buy with a new target of $85, while another maintains an Underperform rating with a target of $32 [10][11] Current Trading Metrics - The current trading volume stands at 1,742,657, with the stock price at $33.62, indicating a potential oversold condition [13]

Summary of DocGo's Acquisition of SteadyMD Conference Call Company and Industry Overview - **Company**: DocGo - **Acquisition Target**: SteadyMD - **Industry**: Tech-enabled mobile healthcare services Key Points and Arguments Acquisition Announcement - DocGo has acquired SteadyMD to enhance its mobile healthcare services and expand its telehealth capabilities [6][22] DocGo's Business Model - DocGo operates in 31 U.S. states and the UK, utilizing over 900 mobile health vehicles and 3,000 clinical staff [9] - The company has served over 10 million patients since 2015, boasting a 92% Net Promoter Score [9] - Expected to transport over 750,000 patients and provide in-home medical care to over 150,000 patients in the current year [10] SteadyMD's Business Model - SteadyMD was founded in 2016, initially focusing on virtual primary care and has since pivoted to support large digital health companies [12] - The company has a 50-state clinician network and expects to conduct over 900,000 telehealth visits and 2 million lab visits this year [47] Synergies and Benefits of the Acquisition - SteadyMD's telehealth platform is expected to improve DocGo's in-home care delivery and potentially increase gross margins by up to 10% [15] - The integration will allow for faster expansion into new geographies and cross-selling opportunities between both companies' customer bases [16][32] - Combining both platforms will enhance efficiency in patient care delivery, optimizing both in-home and virtual services [21][73] Financial Projections - DocGo acquired SteadyMD for up to $25 million, with expected revenue of approximately $25 million for SteadyMD in 2025 and EBITDA positivity in 2026 [22][23] - The acquisition is anticipated to contribute positively to both top-line and bottom-line growth [26] Growth and Integration Timeline - The integration of both companies is expected to occur over the next three to six months, with anticipated synergies beginning to materialize in the first half of the following year [44] Market Opportunities - There is a significant opportunity to address the primary care provider shortage in the U.S. by leveraging SteadyMD's capabilities [20][42] - The acquisition is expected to enhance DocGo's payer and Care Gap Closure Programs, particularly in underserved areas [40][41] Technology and Innovation - DocGo is infusing AI into its operations to improve patient engagement, scheduling, and operational efficiency [66][68] - The combination of both companies' tech platforms is expected to create a differentiated service offering in the healthcare market [60] Other Important Information - The acquisition aligns with DocGo's broader M&A strategy to enhance capabilities and scale in mobile health services [70] - The transaction is structured to allow for contingent payments based on performance, ensuring alignment of interests [22] This summary encapsulates the key points discussed during the conference call regarding DocGo's acquisition of SteadyMD, highlighting the strategic benefits, financial implications, and future growth opportunities within the tech-enabled mobile healthcare industry.

Core Viewpoint - Healthcare and telemedicine stocks, particularly Hims & Hers Health, have been significant market winners due to increasing demand for virtual care and wellness solutions, but recent events have raised concerns about the company's future performance [1][2]. Company Overview - Hims & Hers Health is a prominent player in digital healthcare, connecting users to licensed medical professionals through its telehealth platform, offering treatments in various areas including mental health and sexual wellness [3]. - The company has experienced substantial growth, with its stock surging 109% year-to-date, driven by internal momentum and product expansion [4]. Recent Developments - CEO Andrew Dudum's sale of approximately $11 million in stock has led to a more than 10% drop in shares, raising concerns about the company's stability amid regulatory issues and pricing pressures on GLP-1 generics [2]. - Hims & Hers has introduced a Menopause and Perimenopause specialty within its "Hers" division, aiming to drive revenue past $1 billion by 2026, which could account for over a third of total sales [6]. Financial Metrics - The company's current valuation appears challenging, with a price-to-book (P/B) ratio of 22, significantly higher than the sector median of 3, indicating the stock is expensive [5]. - The EV/EBITDA ratio stands at 76, well above the sector median of 14, suggesting that Hims & Hers is trading at a substantial premium [5].

Core Viewpoint - Mobile-health Network Solutions (MNDR) intends to acquire Lifepack, a leading pharmacy and telehealth platform in Indonesia, to expand its presence in the high-growth Indonesian healthcare market [1][2][5]. Group 1: Acquisition Details - The acquisition of Lifepack is valued at up to US$7.2 million, contingent upon Lifepack achieving its revenue target for 2025 [5]. - The consideration will be satisfied through the issuance of up to 875,000 new MNDR Class A Ordinary Shares at an issue price of US$8 per share, along with a non-refundable cash payment of US$0.2 million [5][7]. - The US$8 per share issue price represents a substantial premium to MNDR's current share price of approximately US$1.42 as of April 29, 2025, indicating the perceived value of the acquisition [5]. Group 2: Strategic Importance - The acquisition aligns with Indonesia's primary care needs and complements MNDR's telehealth expertise, aiming to serve 280 million people across 17,000 islands [2][3]. - Lifepack's platform is compliant with BPOM regulations and is positioned to lead the Indonesian digital pharmacy market, enhancing healthcare access, especially in remote areas [4][3]. - The partnership aims to create a transformative online-to-offline (O2O) healthcare platform that addresses the unique needs of Indonesia's diverse population [3][4]. Group 3: Lifepack's Operations - Lifepack operates a hybrid model delivering BPOM-licensed prescription drugs, over-the-counter medications, supplements, and medical equipment through both online and offline channels [3][9]. - The platform offers consultations with healthcare professionals via its mobile app, website, and social media, supported by an expanding warehouse network [3][9]. - Lifepack focuses on chronic disease management and preventive care, addressing the growing demand for affordable medical services in Indonesia [3][4].