Herb Greenberg  |  On the Street

Herb Greenberg | On the Street

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Herb Greenberg | On the Street
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Red Flag Alerts

Erectile Dysfunction

Now that the FDA says some GLP-1s are off the shortage list, what's next for HIMS?

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Herb Greenberg
Dec 19, 2024
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(If you’re not yet among the growing number of premium subscribers to Herb On the Street and my Red Flag Alerts, and wonder why you should subscribe, I explain right here. Prices for new customers are going up to $300/year and $50/month on January 1. Thanks for supporting my work.)

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If you missed it, the FDA ruled this morning that one of the two key GLP-1 drugs, tirzepatide, is no longer in shortage.

You can read the entire ruling here.

And you can read my take from this morning on why it’s so important to Hims shareholders here…

Lurking Beneath The Surface at HIMS

Lurking Beneath The Surface at HIMS

Herb Greenberg
·
December 19, 2024
Read full story

The hubris among some of the bulls in this stock, notably on social media, has been deafening, as if it was and remains foolhardy to paint the risk associated with the FDA as a risk worth worrying about… even though the company itself made it clear with added language in the Risk Factors section of its 10-Q that this could be a big deal…

HIMS 10-Q, Nov. 4, 2024

So, what comes next?

I expect the bulls to say it doesn’t matter for two (in my opinion, wrong-headed) reasons…

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