Hims & Hers' Fall From Grace Is Warranted - Still No Margin Of Safety
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Hims & Hers' stock correction is justified due to high valuations and competition from FDA-approved GLP-1 therapies. However, the end of the GLP-1 shortage may benefit its core healthcare portfolio, as seen in strong non-GLP-1 revenue growth and positive future guidance.
March 03, 2025 | 5:00 pm
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Hims & Hers' stock has seen a steep correction due to high valuations and competition from FDA-approved GLP-1 therapies. However, the end of the GLP-1 shortage may benefit its core healthcare portfolio, as evidenced by strong non-GLP-1 revenue growth and positive future guidance.
The stock correction is due to high valuations and competition from GLP-1 therapies. However, the end of the GLP-1 shortage is a potential positive, as it may allow HIMS to focus on its core healthcare offerings, which have shown strong revenue growth. The company's future guidance is also positive, suggesting potential for recovery.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100