From Hair Loss To GLP-1: Hims & Hers Health Is Quietly Building A 2030 Healthcare Platform
Hims & Hers Health, Inc. (HIMS) presents a compelling risk-reward profile as bearish sentiment and regulatory concerns appear fully priced into the stock. HIMS is aggressively expanding its product offerings and logistics, driving subscriber and revenue growth, despite near-term margin compression and increased capital expenditures. The upcoming Zava acquisition and potential regulatory changes could further boost HIMS's international presence and revenue, with DCF-based valuations suggesting significant upside.
Hims & Hers: The Growth Story Is Outside GLP-1s
Hims & Hers maintains its long-term Buy rating, despite recent stock volatility and slower subscriber growth. HIMS continues to expand its platform beyond GLP-1s, investing heavily in verticalization and new offerings like Labs via Quest Diagnostics. Short-term free cash flow growth will be slower due to increased capex, but management guides for $2.3B revenue in 2025 and $6.5B by 2030.
Novo Nordisk's oral GLP-1 drug didn't work on Alzheimer's as hoped, and the stock tumbles
Novo Nordisk's stock tumbles after its oral GLP-1 drug failed to show much benefit over a placebo against Alzheimer's.
Novo Nordisk Just Took a Big Swing, Slashing Its GLP-1 Drug Prices. Will It Pay Off for the Healthcare Giant?
Novo Nordisk has lost ground in the weight-loss drug market to Eli Lilly and telehealth companies. The company's new CEO is being far more aggressive, which bodes well.
Is GLP-1 the new AI? Drugmaker Eli Lilly briefly joined the $1 trillion market cap club.
Eli Lilly briefly crossed the $1 trillion market cap threshold, the first drug maker to ever reach that milestone.
Beyond GLP-1: Eli Lilly's Expanding Drug Portfolio Lifts Sales
LLY???s newest approvals and pipeline deals add fresh momentum to revenue growth as the company expands beyond its GLP-1 blockbusters.
Eli Lilly's Breakout Is Here - Growing GLP-1 Market Share
LLY's Mounjaro and Zepbound deliver accelerated weight loss rates compared to NVO's Wegovy, which perhaps explains the former's triple digits GLP-1 revenue growth on a YoY basis. This is on top of LLY's expanding US incretin analogs market share on a QoQ/ YoY basis, aided by the increased manufacturing capacity despite the CVS headwinds. Given the prior sideways trading cadence since early 2024 and profitable growth trends despite elevated IPR&D expenses, LLY remains cheap at an estimated 3Y PEG non-GAAP ratio of 0.91x.
Eli Lilly, Novo Nordisk's Historic GLP-1 Pricing Deals - What Investors Need To Know
Novo Nordisk A/S and Eli Lilly and Company have agreed to slash US prices for Ozempic, Wegovy, Mounjaro, and Zepbound, expanding Medicare/Medicaid access. NVO's stock has dropped sharply in 2025, but the new deal could boost long-term revenue by increasing drug accessibility and wiping out compounded competition. Despite price cuts, LLY's strong US manufacturing presence and blockbuster tirzepatide sales position it for continued growth and potential $1T market cap.
Global Partners LP Common Units (GLP) Q3 2025 Earnings Call Transcript
Global Partners LP Common Units ( GLP ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Sean Geary - Chief Legal Officer & Secretary Eric Slifka - President, CEO & Vice Chairman of Global GP LLC Gregory Hanson - Chief Financial Officer of Global GP LLC Conference Call Participants Selman Akyol - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Global Partners Third Quarter 2025 Financial Results Conference Call. Today's call is being recorded.
Startup Omada Health to start prescribing GLP-1s, other obesity medications as membership grows
Virtual care company Omada Health said it will start prescribing GLP-1s and other obesity drugs and help patients manage those medications. The announcement expands the offerings under the company's weight management program as its membership grows to more than 100,000.
Novo Nordisk Is Seeing Slowing Demand for GLP-1s Wegovy and Ozempic
U.S.-listed shares of Novo Nordisk (NVO) fell after the drugmaker scaled back its outlook, citing disappointing demand for its GLP-1 weight loss and diabetes drugs as competition in the sector increases.
Novo Nordisk Q3 Earnings & Revenues Miss, GLP-1 Drugs Face US Hurdles
NVO's Q3 profit and revenues miss expectations as Wegovy and Ozempic growth slows amid U.S. compounding and pricing headwinds.
