Professional
Added to YB: 2025-06-26
Pitch date: 2025-06-23
HIMS [neutral]
Hims & Hers Health, Inc.
-52.09%
current return
Author Info
No bio for this author
Company Info
Hims & Hers Health, Inc. operates as a consumer-first health and wellness platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, and internationally.
Market Cap
$3.7B
Pitch Price
$42.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.69
P/E
32.11
EV/Sales
1.83
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.
Read full article (2 min)