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$Hims & Hers Health (HIMS.US)$
Currently, the number of memberships is around 2 million, and it is likely to reach tens of millions in five years, becoming a giant in Health Care.
In the future,
Shopping $Amazon (AMZN.US)$
Entertainment's $Netflix (NFLX.US)$
In the music industry, $Spotify Technology (SPOT.US)$
it will likely become like this!
Currently, the number of memberships is around 2 million, and it is likely to reach tens of millions in five years, becoming a giant in Health Care.
In the future,
Shopping $Amazon (AMZN.US)$
Entertainment's $Netflix (NFLX.US)$
In the music industry, $Spotify Technology (SPOT.US)$
it will likely become like this!
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$TransMedics (TMDX.US)$
The Organ Care System (OCS) of TransMedics Group, Inc. (TMDX) is a technology that improves the outcomes of organ transplants, allowing organs to be preserved in good condition for a longer time compared to traditional refrigeration. This is expected to enhance the success rate of transplants.
The company's National OCS Program Network has locations throughout the USA, streamlining the recovery and delivery of organs while strengthening relationships with transplant centers to support more transplants.
TMDX plans to launch next-generation OCS technology for hearts and lungs in 2025, which is expected to enhance its market presence and deepen customer relationships.
As of early 2025, TMDX is considered to be less affected by tariffs and economic recession. This is because domestic sourcing of Components and Global market expansion, along with the necessity for organ transplants, remain sustained even during economic downturns.
TMDX's stock price is viewed as undervalued compared to its competitor XVIVO, with a projected EV/revenue ratio of 4.54 times in 2025, while XVIVO stands at 11.26 times. Therefore, TMDX's...
The Organ Care System (OCS) of TransMedics Group, Inc. (TMDX) is a technology that improves the outcomes of organ transplants, allowing organs to be preserved in good condition for a longer time compared to traditional refrigeration. This is expected to enhance the success rate of transplants.
The company's National OCS Program Network has locations throughout the USA, streamlining the recovery and delivery of organs while strengthening relationships with transplant centers to support more transplants.
TMDX plans to launch next-generation OCS technology for hearts and lungs in 2025, which is expected to enhance its market presence and deepen customer relationships.
As of early 2025, TMDX is considered to be less affected by tariffs and economic recession. This is because domestic sourcing of Components and Global market expansion, along with the necessity for organ transplants, remain sustained even during economic downturns.
TMDX's stock price is viewed as undervalued compared to its competitor XVIVO, with a projected EV/revenue ratio of 4.54 times in 2025, while XVIVO stands at 11.26 times. Therefore, TMDX's...
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$Hims & Hers Health (HIMS.US)$
The stock price has fallen by 17% in after-hours Trade, causing a state of panic.
But wait a minute...
- 20% of the revenue for fiscal year 2024 is due to semaglutide.
- The company has removed this from its guidance starting from the first quarter of fiscal year 2025.
- Even so... the full-year guidance was raised by 56%.
💡
The stock price has fallen by 17% in after-hours Trade, causing a state of panic.
But wait a minute...
- 20% of the revenue for fiscal year 2024 is due to semaglutide.
- The company has removed this from its guidance starting from the first quarter of fiscal year 2025.
- Even so... the full-year guidance was raised by 56%.
💡
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$Zeta Global (ZETA.US)$
1. Company Overview
– Company Name: Zeta Global Holdings CORP.
– Ticker: $ZETA
– : Established: 2007
– Founder: David A. Steinberg and John Sculley (former Apple CEO and PepsiCo president)
– Headquarters: USA (also engages in international business operations)
– Business content.Zeta Global operates a data-driven cloud platform and provides consumer intelligence and marketing automation Software for businesses. In particular, it specializes in AI-driven "Customer Lifecycle Management" and utilizes over 235 consumer databases to analyze consumer behaviors and purchasing patterns, optimizing marketing strategies.
2. Major Products and Services
◦ Data analysis and segmentation
◦ Personalized advertising campaigns
◦ Omnichannel marketing (email, Social Media...
1. Company Overview
– Company Name: Zeta Global Holdings CORP.
– Ticker: $ZETA
– : Established: 2007
– Founder: David A. Steinberg and John Sculley (former Apple CEO and PepsiCo president)
– Headquarters: USA (also engages in international business operations)
– Business content.Zeta Global operates a data-driven cloud platform and provides consumer intelligence and marketing automation Software for businesses. In particular, it specializes in AI-driven "Customer Lifecycle Management" and utilizes over 235 consumer databases to analyze consumer behaviors and purchasing patterns, optimizing marketing strategies.
2. Major Products and Services
◦ Data analysis and segmentation
◦ Personalized advertising campaigns
◦ Omnichannel marketing (email, Social Media...
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$Sensus Healthcare (SRTS.US)$
Company Profile
Sensus Healthcare, Inc. (Ticker: SRTS) is a medical devices company listed on NASDAQ, specializing in the development and sales of superficial radiation therapy (SRT) systems used for the treatment of non-melanoma skin cancer and keloids. Its main products include SRT-100, SRT-100+, and SRT-100 Vision, which is the only image-guided SRT (IG-SRT) approved by the FDA, enhancing treatment accuracy and effectiveness. The headquarters is located in Boca Raton, Florida, primarily serving dermatology clinics and radiation oncologists.
Investment points
In America, 5 million people receive treatment for non-melanoma skin cancer annually, with the potential market size estimated at 10 billion dollars. Sensus achieved sales of 41 million dollars in 2024, which is only a small portion of the market.
The global market for Medical Devices is expected to reach 34 billion dollars by 2030, growing at an average annual rate of 12%. Sensus has established a niche and competitive position in this growing market.
1. A rapidly growing market...
Company Profile
Sensus Healthcare, Inc. (Ticker: SRTS) is a medical devices company listed on NASDAQ, specializing in the development and sales of superficial radiation therapy (SRT) systems used for the treatment of non-melanoma skin cancer and keloids. Its main products include SRT-100, SRT-100+, and SRT-100 Vision, which is the only image-guided SRT (IG-SRT) approved by the FDA, enhancing treatment accuracy and effectiveness. The headquarters is located in Boca Raton, Florida, primarily serving dermatology clinics and radiation oncologists.
Investment points
In America, 5 million people receive treatment for non-melanoma skin cancer annually, with the potential market size estimated at 10 billion dollars. Sensus achieved sales of 41 million dollars in 2024, which is only a small portion of the market.
The global market for Medical Devices is expected to reach 34 billion dollars by 2030, growing at an average annual rate of 12%. Sensus has established a niche and competitive position in this growing market.
1. A rapidly growing market...
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$Hims & Hers Health (HIMS.US)$
According to the announcement, customers currently using compounded semaglutide will no longer be able to obtain the medication through Hims & Hers after mid-May 2025. This is due to the U.S. Food and Drug Administration (FDA) determining that the supply shortage of semaglutide has been resolved, making it difficult for Hims & Hers to continue selling the compounded semaglutide they have been providing as an alternative for high-demand weight loss and diabetes treatment medications.
So, what will Hims & Hers do in the future? Below are the main response strategies that can be considered:
1. Support for the transition to commercially available ready-made semaglutide.
Hims & Hers may support customers in utilizing ready-made semaglutide available on the market (for example, branded drugs like Ozempic and Wegovy) instead of continuing to provide compounded semaglutide. Comments from the Earnings Call also suggested a direction towards handling "commercially available dosages of semaglutide".
According to the announcement, customers currently using compounded semaglutide will no longer be able to obtain the medication through Hims & Hers after mid-May 2025. This is due to the U.S. Food and Drug Administration (FDA) determining that the supply shortage of semaglutide has been resolved, making it difficult for Hims & Hers to continue selling the compounded semaglutide they have been providing as an alternative for high-demand weight loss and diabetes treatment medications.
So, what will Hims & Hers do in the future? Below are the main response strategies that can be considered:
1. Support for the transition to commercially available ready-made semaglutide.
Hims & Hers may support customers in utilizing ready-made semaglutide available on the market (for example, branded drugs like Ozempic and Wegovy) instead of continuing to provide compounded semaglutide. Comments from the Earnings Call also suggested a direction towards handling "commercially available dosages of semaglutide".
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$Hims & Hers Health (HIMS.US)$
– 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)$
$HIMS has been providing a complex GLP-1 injection (compounded medication) on its own platform in the field of weight management against the backdrop of a shortage of GLP-1 drugs. This has significantly contributed to growth in 2024 (revenue up 95%, number of subscribers up 45%), as revealed in the earnings report. However, concerns arise when the shortage is resolved:
– If Novo-Nordisk A/S brand drugs (OZEMPIC, WEGOVY, Victoza, etc.) become sufficiently available in the market, patients may choose the genuine products over compounded medications.
– In America, the provision of compounded medications is recognized by FDA regulations as a temporary measure during supply shortages, so legal constraints could arise when the shortage is resolved.
Management's perspective and response strategies.
From the management's comments during the Q4 2024 earnings conference Call, $HIMS has prepared a strategy to anticipate this situation:
– Continuation of combination GLP-1.: CEO Andrew Doughty emphasized, "Even if supply shortages are resolved, the demand for combination GLP-1, which has cost and access advantages, will remain." $HIMS's compounded medications are significantly lower priced than branded drugs (for example...
$HIMS has been providing a complex GLP-1 injection (compounded medication) on its own platform in the field of weight management against the backdrop of a shortage of GLP-1 drugs. This has significantly contributed to growth in 2024 (revenue up 95%, number of subscribers up 45%), as revealed in the earnings report. However, concerns arise when the shortage is resolved:
– If Novo-Nordisk A/S brand drugs (OZEMPIC, WEGOVY, Victoza, etc.) become sufficiently available in the market, patients may choose the genuine products over compounded medications.
– In America, the provision of compounded medications is recognized by FDA regulations as a temporary measure during supply shortages, so legal constraints could arise when the shortage is resolved.
Management's perspective and response strategies.
From the management's comments during the Q4 2024 earnings conference Call, $HIMS has prepared a strategy to anticipate this situation:
– Continuation of combination GLP-1.: CEO Andrew Doughty emphasized, "Even if supply shortages are resolved, the demand for combination GLP-1, which has cost and access advantages, will remain." $HIMS's compounded medications are significantly lower priced than branded drugs (for example...
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$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 $0.1 billion in annualized sales in less than a year since its launch.
Earnings Reports are scheduled for today, and it is speculated that they will be after February 24 based on the usual schedule. Therefore, the declaration of shortage resolution at this timing will create negative pressure in the short term. The market seems to be incorporating the worst-case scenario that 'sales of the compound drug will be zero,' and the drop in stock price reflects that anxiety. However, the actual impact is much more complex...
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$Palantir (PLTR.US)$
As the defense ministry advances its cost reductions, considering the impact on Palantir Technologies ($PLTR), several factors come into play. First, let's organize the situation.
It has been reported that the defense ministry plans to cut about 8% from its budget each year for the next five years. This reduction is expected to amount to tens of billions of dollars, and at first glance, it seems like negative news for defense-related companies such as Palantir. In fact, after this news broke on February 19, Palantir's stock price temporarily fell by 12%, closing down 10%. This is likely a result of the market's immediate reaction of "budget cuts = deteriorating performance."
However, looking at the details of the cuts changes the narrative. According to reports, areas such as southern border security, nuclear weapons, Drone, and Missile defense are exempt from cuts, and the budget is likely to be reallocated to "mission-critical" fields. Palantir utilizes AI and Big Data analytics to provide data integration and decision-making support for the defense ministry and the military. For example, the U.S. Army's "Army Vant...
As the defense ministry advances its cost reductions, considering the impact on Palantir Technologies ($PLTR), several factors come into play. First, let's organize the situation.
It has been reported that the defense ministry plans to cut about 8% from its budget each year for the next five years. This reduction is expected to amount to tens of billions of dollars, and at first glance, it seems like negative news for defense-related companies such as Palantir. In fact, after this news broke on February 19, Palantir's stock price temporarily fell by 12%, closing down 10%. This is likely a result of the market's immediate reaction of "budget cuts = deteriorating performance."
However, looking at the details of the cuts changes the narrative. According to reports, areas such as southern border security, nuclear weapons, Drone, and Missile defense are exempt from cuts, and the budget is likely to be reallocated to "mission-critical" fields. Palantir utilizes AI and Big Data analytics to provide data integration and decision-making support for the defense ministry and the military. For example, the U.S. Army's "Army Vant...
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