Motley Fool Money Breaking Up is Hard to Do: It's Not Me, It's You
9 snips
Jun 24, 2025 Matt Frankel, a Motley Fool analyst known for his keen insights on financial stocks, joins Jason Moser to discuss a series of intriguing topics. They unravel the surprising split between Novo Nordisk and Hims & Hers, exploring the ethical complexities in the pharmaceutical industry. The duo also dives into the exciting entrance of Waymo and Uber into the Atlanta market. Additionally, they scrutinize the potential impact of tax deductions on auto purchases for consumers and businesses, while Frankel reveals a financial stock that merits attention.
AI Snips
Chapters
Transcript
Episode notes
Novo Nordisk Ends Partnership
- Novo Nordisk ended its partnership with Hims & Hers due to the latter pushing a non-FDA compounded drug over Novo's approved product.
- This split signals potential legal risks for Hims & Hers, reflected by a sharp 35% drop in its stock.
Risks of Compounded Drugs
- Selling compounded, non-FDA approved drugs carries significant risks and isn't advisable.
- Hims & Hers disclosed their compounded product was cheaper but not FDA-approved, raising concerns.
Avoid Legal Risk Stocks
- Avoid stocks with high legal risks, such as Hims & Hers amid pending lawsuits.
- The stock price currently prices in strong future growth, but the legal uncertainty makes it too risky.