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Hims & Hers Health: Don't Fall For The Hysteria

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  • Hims & Hers Health trades at yearly lows amid market hysteria over compounded oral Wegovy and regulatory scrutiny.
  • The online health platform is not a GLP-1-centric company; weight-loss sales are forecast at only 30% of 2025 revenue, with a broader focus on preventative care and platform growth.
  • Recent FDA and Novo Nordisk actions should have limited impact, as HIMS already pulled the oral Wegovy, and the market has overreacted to worst-case scenarios.
  • The stock is cheap, trading with a current valuation of just 1.5x 2026 revenue, while platform expansion and new treatments suggest conservative analyst forecasts.
Hims & Hers Health, Inc. (HIMS) slumped to yearly lows as the market fed into investor hysteria over a compounded version of the Wegovy pill. The health and wellness platform isn’t focused on GLP-1s, as the goal is proactive preventative care, but the market is reacting to the FDA aggressively working towards the company not offering compounded GLP-1s. My investment thesis remains ultra-Bullish on the stock due to the platform growth from helping patients personalize health services while the market has sold off the stock to yearly lows.


Read the full article on Seeking Alpha. 

Disclosure: Long HIMS. Please review the disclaimer page for more details. 

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