Jul. 14 at 11:06 PM
$HIMS
SHORTING HIMS is useless
* Novo literally broadcast that they have āinternal proofā that HIMS is mass-compounding ā but they still havenāt sued.
* The FDA removed the shortage exemption ā but hasnāt dropped big warning letters on HIMSās partner pharmacies yet.
* HIMS has positioned itself as the scrappy, direct-to-consumer hero bringing
$195 GLPā1s to the masses.
* Any hint of big pharma ābullyingā fuels the squeeze narrative.
The shorts get crushed if no hammer drops. The real insult is that Novo created this risk:
* They mishandled Wegovy supply and sat back while compounders took over.
* They then handed HIMS credibility by partnering with them, only to blow it up in public ā with no follow-through in court.
* Now theyāre leaderless and searching for a CEO right when you need decisive IP and litigation strategy.
HIMS is running circles around them while stealing IP. Novo looks like a sitting duck. The shorts will get squeezed because Novo has no strategy.
Enjoy!
