$Hims & Hers Health (HIMS.US)$ The stock price of $HIMS fell...

$HIMS stock price dropped 12% today. The FDA changing the supply status of Tilzepatide, preventing pharmacies from continuing dispensing, has affected it. However, $HIMS deals with Semaglutide, not Tilzepatide. With the FDA declaring the resolution of Semaglutide supply shortage, concerns arise about the restriction of GLP-1 related revenue.

However, the reasons for the sale being irrational are as follows:

1. Significant growth in revenue other than GLP-1.
Revenue excluding GLP-1 has increased approximately 12 times in the last 5 years, with sustained growth.

2. Diversity in weight management solutions.
Personalized oral solutions other than GLP-1 are rapidly growing, achieving an execution rate of 0.1 billion dollars in 6-7 months.

3. Large target market.
Significant growth opportunities in a wide range of fields such as sexual health, dermatology, mental health, and weight loss.

4. GLP-1 is just an ancillary element.
GLP-1 is a contributing factor to additional revenue, not a primary growth driver.

Conclusion: The investment value of $HIMS remains unchanged, and the market's reaction is considered excessive.