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Hims & Hers Health: Don't Get Lost In The Weeds

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Updated - March 7, 2026

HIMS closed up 40% in AHs on a surprise twist with NVO agreeing to a partnership. Hims was a $30 last month and the stock trades at only 1x 2026 sales estimates of $2.7 billion. 

-Novo Nordisk (NVO) is planning to sell its obesity drugs on the telehealth platform run by Hims & Hers Health (HIMS) as part of a partnership between the two firms, Bloomberg reported, citing a person familiar with the matter.

-The companies are set to announce the deal as early as Monday, according to the person who sought anonymity, as the information is not yet public.

-A spokesperson for the Danish drugmaker told Bloomberg, “We are always in conversation with companies that can help improve patient access to FDA-approved medicines for people living with chronic diseases. These talks happen on an ongoing basis.” HIMS was not available for comments outside regular business hours.

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Originally published on Feb. 24

  • Hims & Hers Health, Inc. remains ultra Bullish despite a near 80% drawdown from 52-week highs, with growth initiatives firmly on track.
  • HIMS projects 2026 revenues of $2.7–$2.9 billion, above consensus, and expects strong subscriber growth in weight loss offerings despite temporary GLP-1 headwinds.
  • The Eucalyptus acquisition is set to add at least $200 million to 2026 revenues, positioning HIMS for a $3.25–$4 billion annualized run rate entering 2027.
  • Regulatory risks from DoJ, FDA, and SEC persist, but HIMS emphasizes GLP-1s are only one part of its diversified health platform, making the stock cheap at only 1x sales.
Hims & Hers Health, Inc. (HIMS) has seen the stock make a huge reversal after an initial post-Q4 selloff. The online health and wellness platform is full-speed ahead on growth initiatives while the stock market is stuck in the weeds focusing on short-term regulatory hiccups. My investment thesis remains ultra Bullish on the stock after Hims & Hers Health has lost nearly 80% from the 52-week highs.


Read the full article on Seeking Alpha. 

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

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