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$Hims & Hers Health (HIMS.US)$
The C wave is that 🪭🪭.
The C wave is that 🪭🪭.
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reacted to
$Hims & Hers Health (HIMS.US)$
Overall, the finances are not bad and there are supply issues, but it seems unlikely that there will be a drastic drop from here. It feels like a stock that could work for the short term, medium to long term, or long term. If investing, today might be the day. 💦❤️
Overall, the finances are not bad and there are supply issues, but it seems unlikely that there will be a drastic drop from here. It feels like a stock that could work for the short term, medium to long term, or long term. If investing, today might be the day. 💦❤️
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reacted to and commented on
$Hims & Hers Health (HIMS.US)$
– Revenue: In the fourth quarter, it was 0.481 billion dollars (a 95% increase year-on-year), and for the full year 2024, it is projected to be 1.5 billion dollars (a 69% increase year-on-year).
– Net profit: In the fourth quarter, it was 26 million dollars (a significant increase from 1 million dollars in the same period last year), and for the full year, it was 0.1 billion 26 million dollars (turning from a loss of 24 million dollars last year to profit).
– Earnings Per Share (EPS): 0.11 dollars.
– Number of subscribers: 2.23 million people (45% increase compared to the previous year).
– Comparison with Financial Estimates: Revenue exceeded Analyst estimates (90% increase year-on-year).
The earnings report itself was very strong, with significant revenue growth and improvement in net profit being noticeable. In particular, the increase in the number of subscribers indicates the high demand for the company's Business model.
Market Movements
– Stock Price Before Earnings Reports: On the day before the announcement, prices fell to the $43 range, but completed the gap and rose due to earnings expectations. Just before the end of trading, it was fluctuating in the $50 range.
– Reaction in Post-Market Trading: After the Earnings Reports, the stock price plummeted in Post-Market Trading. The decline rate immediately after the announcement reached about 14% to a maximum of 20%, with prices dropping to around $42.26 at times.
– Background of the market reaction: Despite the good earnings...
– Revenue: In the fourth quarter, it was 0.481 billion dollars (a 95% increase year-on-year), and for the full year 2024, it is projected to be 1.5 billion dollars (a 69% increase year-on-year).
– Net profit: In the fourth quarter, it was 26 million dollars (a significant increase from 1 million dollars in the same period last year), and for the full year, it was 0.1 billion 26 million dollars (turning from a loss of 24 million dollars last year to profit).
– Earnings Per Share (EPS): 0.11 dollars.
– Number of subscribers: 2.23 million people (45% increase compared to the previous year).
– Comparison with Financial Estimates: Revenue exceeded Analyst estimates (90% increase year-on-year).
The earnings report itself was very strong, with significant revenue growth and improvement in net profit being noticeable. In particular, the increase in the number of subscribers indicates the high demand for the company's Business model.
Market Movements
– Stock Price Before Earnings Reports: On the day before the announcement, prices fell to the $43 range, but completed the gap and rose due to earnings expectations. Just before the end of trading, it was fluctuating in the $50 range.
– Reaction in Post-Market Trading: After the Earnings Reports, the stock price plummeted in Post-Market Trading. The decline rate immediately after the announcement reached about 14% to a maximum of 20%, with prices dropping to around $42.26 at times.
– Background of the market reaction: Despite the good earnings...
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$Hims & Hers Health (HIMS.US)$
On February 21, the FDA declared that the supply shortage of semaglutide, a GLP-1 drug from Novo Nordisk A S Spons Adr (active ingredients of Ozempic and Wegovy), has been resolved, causing $HIMS's stock price to immediately drop by 26%. This is because the market perceived that the 'compound GLP-1' offered by $HIMS (a custom-made alternative drug) could lose its legal basis due to the resolution of the shortage. $HIMS had experienced rapid growth by offering this compound drug at a low cost, reaching sales of $0.4 billion 16 million, a 77% increase year-on-year in the third quarter of 2024, becoming a significant source of revenue. Particularly, the weight loss program recorded over $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...
On February 21, the FDA declared that the supply shortage of semaglutide, a GLP-1 drug from Novo Nordisk A S Spons Adr (active ingredients of Ozempic and Wegovy), has been resolved, causing $HIMS's stock price to immediately drop by 26%. This is because the market perceived that the 'compound GLP-1' offered by $HIMS (a custom-made alternative drug) could lose its legal basis due to the resolution of the shortage. $HIMS had experienced rapid growth by offering this compound drug at a low cost, reaching sales of $0.4 billion 16 million, a 77% increase year-on-year in the third quarter of 2024, becoming a significant source of revenue. Particularly, the weight loss program recorded over $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...
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182360438
reacted to and commented on
$Hims & Hers Health (HIMS.US)$
I think there are many typographical errors.
Excuse me.
Since this is a summary of the notes, if you are concerned, please watch the video!
hims
Post by an American YouTuber on February 17, 2025.
https://youtu.be/x--vvtfkXac?si=gQ-K-5TQbkprrju4
What happened that caused the sharp rise?
To answer simply, the increase in the short sell ratio is between 26-33 percent, the short sell ratio is somewhat high, and in my estimate, this is the worst scenario among squeezes.
In my opinion, this is a short squeeze.
Whether one likes Super Bowl ads or not is irrelevant. It has risen nearly 300% over the past six months and almost 160% since the beginning of this year.
As a result, a significant squeeze is occurring.
🔴 The good and bad points of this Business.
The Analyst's Average Cost is lower than the current situation.
Revenue has significantly increased, with an average annual growth of 45.5 percent, including the Financial Estimates for 2025 and 2026, and free cash flow is also experiencing rapid growth.
Particularly in the fiscal year 2024, a growth of 24.3 percent is expected, and for the next year, a growth of 25-30 percent is anticipated. Additionally, the number of subscribers has exceeded 2 million.
The order amount is increasing...
I think there are many typographical errors.
Excuse me.
Since this is a summary of the notes, if you are concerned, please watch the video!
hims
Post by an American YouTuber on February 17, 2025.
https://youtu.be/x--vvtfkXac?si=gQ-K-5TQbkprrju4
What happened that caused the sharp rise?
To answer simply, the increase in the short sell ratio is between 26-33 percent, the short sell ratio is somewhat high, and in my estimate, this is the worst scenario among squeezes.
In my opinion, this is a short squeeze.
Whether one likes Super Bowl ads or not is irrelevant. It has risen nearly 300% over the past six months and almost 160% since the beginning of this year.
As a result, a significant squeeze is occurring.
🔴 The good and bad points of this Business.
The Analyst's Average Cost is lower than the current situation.
Revenue has significantly increased, with an average annual growth of 45.5 percent, including the Financial Estimates for 2025 and 2026, and free cash flow is also experiencing rapid growth.
Particularly in the fiscal year 2024, a growth of 24.3 percent is expected, and for the next year, a growth of 25-30 percent is anticipated. Additionally, the number of subscribers has exceeded 2 million.
The order amount is increasing...
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reacted to
$Hims & Hers Health (HIMS.US)$
Since there is a 20% Short Sell, it seems likely to jump up... A lot was invested since the beginning of the year, so it's been a while since feeling so pleased...
Since there is a 20% Short Sell, it seems likely to jump up... A lot was invested since the beginning of the year, so it's been a while since feeling so pleased...
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![[loading]](data:image/svg+xml;base64,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)
182360438 : Will it go up to 70 dollars.
182360438 : Within 3 months