Hims House 🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
Feb 21, 2025
The FDA's resolution of the semaglutide shortage has sent stock prices soaring. The discussion dives into investment strategies, contrasting short-term excitement with long-term implications for traders. The team's insights on HIMS' recent acquisitions hint at innovative advances in peptide therapy. They also examine the impacts of FDA policies on GLP-1 sales and what to expect from the upcoming earnings report, focusing on patient care and personalized medication strategies. It's a blend of market dynamics and healthcare innovation!
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Short-Term vs. Long-Term HIMSS Valuation
- Short-term HIMSS traders might see it as overvalued, especially at $70.
- Long-term investors, however, see it as a bargain, given its potential to exceed $100 in the future.
Institutional Ownership and Long-Term View
- Increased institutional ownership in HIMSS suggests long-term confidence in the stock.
- These investors likely focus on the stock's long-term potential, not short-term fluctuations.
Analyzing GLP-1 Impact on HIMSS Financials
- Consider GLP-1's impact on HIMSS revenue and adjusted EBITDA.
- While revenue might decrease when GLP-1 sales stop, adjusted EBITDA could increase due to higher margins on alternative products.