ヒムズ・アンド・ハーズ・ヘルス（HIMS:NYSE）の株価が1日で31%急落 | 今週の犬
[Music] All right. Do we want to move to the next segment? Brett, you’ve got our star and dog. Um I think you’re going to do the dog first, but we’re we are excited to uh look at your star because it is a company that we just at the start of this year uh introduced into coverage. It’s a Canadian retailer at a time where many retail stocks are getting kicked hard. Uh and and this company had really really strong results that came out and up their guidance kind of in terms of same store sales for the year. And that stock that you’re going to talk about it’s up about 50% versus Hims which had a big drop today.
Yeah. Like Ryan was saying our talk of the week is Hims and Hers health hims on the New York Stock Exchange HIMS. So the company operates a teleahalth platform that connects consumers to licensed professionals. The company offers a curated range of prescription to non-prescription products on a subscription basis with a focus on personalized healthcare. That will come into factor in a minute. Hims has really been a retail favorite. The stock and I’ve seen it everywhere online effectively any stock board you’ve seen him likely and it’s really just genuinely had a good return over the past few years. But it’s been coupled obviously with a high degree of volatility during that time as well. But today it fell 31.6% at the time recording to $43.92. Clearly a massive pullback even for a generally volatile stock. So why did the pullback occur? So that’s due to no Novo Nordis symbol NVO on the New York Stock Exchange as well. the creator of the GOP1 drug Wiggoi abruptly ended his agreement to provide the weight loss drug to HIMS. The deal allowed him to sell Wiggoi branded drugs on his teleahalth platform. The deal was struck just this April, so only a couple months ago, not long after the GOP one drug was removed from the drug shortage list by the FDA, which removed HIMS and others ability for generic compounders to produce the semiclutide, which is what we is. So no, no, noises ended the agreement due to concerns about knockoff versions of his drug. The the re release claims at least him has failed to adhere to the law which prohibits the mass sales of compounded drugs under the false guise of per personalization putting the patient safety at risk. Further, the company is concerned about counterfeit drug being manufactured in unauthorized foreign suppliers in China. So there’s that personalized coming in that’s really has been a big selling point of him is is personalized treatment on a tele health platform and that’s something which is being uh directly really attacked here from Nova Nordisk at least in their concerns. So the degree of pullback is really due to that fact that GOP increase has just been a major boon for HIMS. The company has been using the popular weight loss saw as a growth driver for its other products as well. As HIMS can cross- sell its other products to the weight loss subscribers, increasing the revenue generated on a per subscriber basis. So if you go to on the HIMS platform to get the weight loss drug, you might buy some of their other products. That’s all it is really. But and that’s really what they’ve been marketing as well. They actually had a Super Bowl ad directly targeting uh obesity in the US and had actually controversy around that specific ad. But it is something that they have really had a marketing push because it’s been such a key product on their platform and it actually ironically promoted in this ad which I have a screenshot of it that is formulated in the US which if those concerns are true that’s obviously not the case anymore but we’ll see how that comes out. Overall, the affordable weight loss drug has really been the biggest selling point to consumers and really was propped up the stock over the past couple of years. So, just as an example, in the last quarter, the average revenue per user grew by $29 to $84 yearover-year, which the company actually directly attributed to subscriber uptake of his GP1 offering alongside product mix as well, though. So, GP1 really, it’s just been the driver of the company as a whole. him C co CEO just very recently in during this recording issued a statement on the contract contract sent and saying they refuse to be strong armed by any pharmaceutical company’s anti-competitive demand that infringe on the independent decision making of its providers and limited patients choice. So obviously they’re pushing back. They clearly don’t agree. That’s no surprise to anyone. But the agreement is gone. So even if the allegations are true, the agreement is gone and that will hurt him regardless. And regardless of really what out the outcome is of here is Hims is our dog of the week and it is had a tough tough day. [Music]
Shares of Hims & Hers Health (HIMS:NYSE) plunged over 31% after pharmaceutical giant Novo Nordisk abruptly terminated its agreement to supply GLP-1 weight-loss drug Wegovy through HIMS’ telehealth platform. The fallout highlights the risks of relying heavily on blockbuster drug partnerships in the direct-to-consumer healthcare space. With Wegovy acting as a major growth driver for HIMS—boosting average revenue per user and supporting a high-profile Super Bowl ad campaign—the sudden loss of access triggered a massive pullback in both investor confidence and stock value. We break down what happened, what’s next for HIMS, and the broader implications for telehealth and GLP-1 drug hype.
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