Wait Out The GLP-1 Storm - Buy The Hims And Hers Post-Earnings Dip
Hims and Hers faced a short-term revenue dip due to regulatory changes and GLP-1 customer offboarding, but core growth remains strong. Subscriber numbers surged 31% quarter-over-quarter, and product diversification continues to drive long-term revenue expansion. Regulatory-driven shipment cadence changes should normalize by late 2025, supporting a rebound in average revenue per customer and total revenue.
GLP-1 War: A Look At The Epic Pipeline Battle Between Novo Nordisk And Eli Lilly
Novo Nordisk's share price collapse is an overreaction; the market underestimates its robust pipeline and continued double-digit growth potential. The GLP-1 obesity drug market is massive and supports multiple winners; both Novo Nordisk and Eli Lilly will thrive, not just one. Novo's upcoming drugs (cagrisema, amycretin, UBT251) have strong potential to close or surpass the efficacy gap with LLY's pipeline.
Will GLP-1 Demand Drive MCK's Top Line This Earnings Season?
MCK's Q1 results are expected to reflect strong prescription volume growth from GLP-1 demand, but lower margins may weigh on profitability.
Hims & Hers: Buy The Core Engine, Not The Headline
Hims & Hers Health's Q2 revenue miss and decelerating growth triggered a stock drop, but core business ex-GLP-1 remains robust with strong subscriber growth. Profitability is improving, with adjusted EBITDA nearly doubling year-over-year and higher average revenue per subscriber offsetting margin pressures from product mix shifts. Despite GLP-1 headwinds, Hims & Hers maintained full-year 2025 guidance, signaling confidence in its ability to absorb volatility and expand into new categories.
Can Specialty and GLP-1 Momentum Support Cencora's Q3 Results?
COR benefits from strong specialty and GLP-1 demand, but Q3 results may face pressure from international weakness.
West Pharmaceutical: Q2 Earnings Suggest Recovery
West Pharmaceutical Services, Inc.'s Q2 results signal a return to growth, driven by strong demand for high-value products and GLP-1 agonist components. I am revamping my bullish thesis: GLP-1 drugs now provide a powerful, sustained growth catalyst beyond the company's traditional biologics and injectable therapeutics exposure. Risks include elevated valuation, potential competition, and the threat of oral GLP-1 formulations or healthcare policy changes impacting future growth.
Novo Nordisk: Is This An Overreaction Or The End Of The GLP-1 Fairy Tale?
The sharp Novo Nordisk A/S stock drop reflects real concerns: slowing demand, CEO transition, rising competition, and macro headwinds. GLP-1 hype is fading as insurance coverage wanes, compounded generics proliferate, and Eli Lilly's Zepbound outperforms Wegovy in trials. NVO stock valuation is reasonable but not cheap; the stock may trade sideways unless a new catalyst emerges, like innovation or regulatory changes.
Viking Therapeutics: What's Next After GLP-1 Hype Dies Down And Competition Intensifies
Viking Therapeutics: What's Next After GLP-1 Hype Dies Down And Competition Intensifies
Will Novo Nordisk's Rare Disease Bets Reduce GLP-1 Reliance?
NVO is expanding into rare blood disorders like hemophilia to ease reliance on GLP-1 drugs Ozempic and Wegovy.
Viking: I'm Bullish On Oral/Injectable GLP-1 Obesity Data Catalysts
VK2735 shows strong early weight-loss data, positioning Viking as a potential third major player in the booming GLP-1 obesity drug market. Despite a sharp stock decline, Viking is well-funded, with $850M cash and large pivotal trials underway for both injectable and oral VK2735. Viking doesn't need to outperform Lilly or Novo; meeting FDA approval thresholds could secure blockbuster status in a massive, multi-drug market.
Hims & Hers Can Still Thrive Without GLP-1s
Hims & Hers has achieved explosive revenue and subscriber growth, driven by its direct-to-consumer telehealth model and expanding product lines. The recent termination of the Novo Nordisk partnership and regulatory scrutiny on GLP-1 drugs pose significant long-term growth risks. Despite Amazon's entry into telehealth, Hims maintains a strong niche with high subscriber growth and improved gross margins.
China's Sciwind's GLP-1 shows similar weight loss to Novo's Wegovy, study finds
Overweight patients given an experimental weight loss drug being developed by China's Sciwind Biosciences lost an average of 10% to 15% of their body weight, roughly in line with results from a similar drug sold by Novo Nordisk , according to a late-stage study published on Saturday.
