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Added to YB: 2025-06-26

Pitch date: 2025-06-23

HIMS [neutral]

Hims & Hers Health, Inc.

-62.72%

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

$3.7B

Pitch Price

$42.44

Price Target

N/A

Dividend

N/A

EV/EBITDA

23.63

P/E

30.31

EV/Sales

1.90

Sector

Health Care Providers and Services

Category

special_situation

Show full summary:
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)