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Lurking Beneath The Surface at HIMS
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Red Flag Alerts

Lurking Beneath The Surface at HIMS

Something to think about if the FDA deems that GLP-1's are not in shortage.

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Herb Greenberg
Dec 19, 2024
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Herb Greenberg | On the Street
Lurking Beneath The Surface at HIMS
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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.)


If the FDA doesn’t once-again delay a ruling expected today, this could be a day of reckoning for investors in Hims & Hers HIMS 0.00%↑…

The ruling, unless it’s extended yet again, focuses on the hype and hope surrounding Hims: its sale compounded versions of the popular GLP-1 weight-loss drugs.

Typically brand names drugs like these can’t be compounded. They can’t, that is, unless the FDA has declared there is a shortage.

It did just that in October, but the trade group that represents the compounding industry sued the agency, which then deferred a final decision until… today.

Hims’ stock soared on the news…

Source: FinChat

But the underlying question remains: Is there still a shortage?

A report yesterday by Hunterbrook Media, which lays out the entire issue, says based on its research, there is no shortage.

Which gets to the bigger issue: Why investors in HIMS should worry if the FDA rules that there is no shortage.

I’ve laid out some of that in my own reports, including this one…

 Red Flag Update – Weight-Loss Illusion

Red Flag Update – Weight-Loss Illusion

Herb Greenberg
·
October 26, 2024
Read full story

And in my initial Red Flag Alert below…

Red Flag Alert – Hims Hits the Radar

Red Flag Alert – Hims Hits the Radar

Herb Greenberg
·
May 28, 2024
Read full story

But to spare you the trouble of reading those, here’s a simpler way of looking at what’s lurking beneath the surface at Hims – and what’s at stake for investors…

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