Your next guest warned you about a red-hot stock a few months ago, but only if you listened. And then on Monday, Hims and Hers crashed, tanking 30% after Novo Nordisk accused the company of deceptive marketing. Hims and Hers, of course, denies it.You guys talked about it in the one:00 show, Kelly. But let's find out what Herb Greenberg may have seen that others didn't. Herb, of course, a CNBC contributor.He raised a red flag on Hims back in February and he joins us now on the the Herb hotline as we're now g ...

Hims & Hers Health ((HIMS) has been one of the market’s standout growth stocks in recent years. The company has successfully built a direct-to-consumer health platform targeting conditions like hair loss, mental health, and more recently, weight loss—delivering very strong revenue growth and stock returns.Shares had soared more than 150% (on two separate occasions) through the first half of 2025 before crashing more than 30% on Monday following a major partnership setback.The selloff was triggered by news t ...

Core Insights - Novo Nordisk's CEO Lars Fruergaard Jørgensen is stepping down, leading to a 3.9% drop in the company's stock price [1] - The company is seeking a successor, with Jørgensen's tenure resulting in tripled sales, profits, and share price over eight years [3] - Recent growth has slowed, with sales up less than 20% and profits only increasing by 14% in the last quarter, contributing to a significant decline in stock value over the past year [3] Company Developments - The board's decision to seek new leadership is attributed to recent market challenges and the decline in share price since mid-2024 [3] - The potential for a new CEO presents an opportunity for investors to purchase Novo Nordisk stock at a lower price, with the stock currently priced under 19 times earnings [4] - The company’s sales growth remains strong at nearly 20%, indicating potential for recovery under new leadership [4]

Core Viewpoint - McKesson Corporation is expected to report significant revenue and earnings growth in the fourth quarter of fiscal 2025, driven by the adoption of GLP-1 weight loss drugs, demand for specialty pharmaceuticals, and investments in technology and distribution [1][3][16]. Revenue Growth Drivers - The rapid adoption of GLP-1 weight loss drugs and sustained demand for branded pharmaceuticals have significantly fueled McKesson's revenue growth [1][6]. - A rebound in primary care visits has also supported top-line growth in the last two reported quarters [2]. - Investments in expanding distribution centers and integrating artificial intelligence into services have bolstered revenues [2][20]. Earnings Estimates - The Zacks Consensus Estimate for earnings is $9.81 per share, reflecting a 58.7% year-over-year improvement [3]. - The consensus revenue estimate is $93.7 billion, indicating a 22.7% year-over-year surge [3]. Segment Performance Insights - The U.S. Pharmaceutical segment is expected to show steady growth, driven by strong demand for specialty pharmaceuticals, particularly oncology treatments [4]. - The Prescription Technology Solutions segment is projected to see revenues of $1.33 billion, a 12.3% year-over-year improvement, supported by strong demand for technology services [9]. - The Medical Surgical Solutions segment is estimated to generate $2.8 billion, reflecting a 1.5% decline year-over-year due to less demand for illness season products [11]. Strategic Initiatives - McKesson has expanded its distribution network by opening new technologically advanced centers and acquiring stakes in oncology-related ventures, which are expected to enhance its service delivery and revenue growth [17][18]. - The company is leveraging advanced technologies, particularly AI, to improve service delivery and streamline operations [20]. Market Position and Performance - McKesson's shares have gained 24.1% this year, outperforming the industry, which has declined by 2.1% [21]. - The company is recognized for its extensive distribution network, which includes over 50,000 pharmacies and nearly 900,000 healthcare providers, enhancing its appeal to pharmaceutical manufacturers [19].