Professional
Added to YB: 2025-06-26
Pitch date: 2025-06-23
HIMS [neutral]
Hims & Hers Health, Inc.
-12.31%
current return
Author Info
No bio for this author
Company Info
Hims & Hers Health, Inc. operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$8.9B
Pitch Price
$42.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.94
P/E
73.02
EV/Sales
4.26
Sector
Health Care Providers and Services
Category
special_situation
HIMS Hold Rating Reaffirmed as Novo Exit Raises Legal, Traffic Headwinds
HIMS Hold: Novo Nordisk terminated partnership over concerns about 'illegal' compounding/marketing. Litigation risk now high (18-24mo potential overhang). Minimal revenue impact from branded Wegovy, but potential traffic decline affects compounding business. Est. weight loss = 33% of rev ($389M in 2H25), with $242M from compounding.
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