Jul. 23 at 3:37 PM
Why does
$HIMS matter right now?
A major FDA meeting today and tomorrow could shape the future of the business.
Hims & Hers sells healthcare treatments online directly to consumers, including weight loss treatments.
Key points:
$HIMS trades near
$32, down about 37% over the past year.
The FDA is deciding whether pharmacies can continue compounding certain weight loss drugs — a decision that could impact HIMS sales.
Bull case:
Demand for weight loss treatments keeps growing. HIMS secured a
$400M cash deal, expanded reach through a new partnership, and two major banks raised price targets.
Bear case:
A negative FDA decision could pressure revenue. The stock already fell three straight days, and the CFO sold shares ahead of the meeting.
The big question:
Will regulation slow the growth story, or does HIMS continue gaining market share?
Watching:
$HIMS $TEM $TDOC $CVS
Where do you think HIMS goes next?
Follow my profile for more growth stock insights.
