Hims & Hers Health: GLP-1 Deals De-Risk The Story
Hims & Hers Health partners with Novo Nordisk to offer Wegovy, de-risking investment but not significantly altering the business focus on personalized healthcare solutions. The health and wellness platform already targeted $725 million in weight-loss sales this year, without including any branded GLP-1 sales. The company's core business remains robust, with significant contributions from sexual health, dermatology, and mental health, accounting for over $1.2 billion in 2024 sales.
Hims & Hers: Look Past Near-Term GLP-1 Risks, This Is A Great Dip To Buy
Hims & Hers stock has dropped over 60% from its peak due to concerns about its GLP-1 business, presenting a buying opportunity for long-term investors. The company is ramping up liraglutide manufacturing (an alternative to semaglutide) which will be able to recoup lost sales in its weight loss division after the FDA shortage of semaglutide ends. Hims trades at an appealing 18.1x EV/FY26 adjusted EBITDA, which is modest for a company growing revenue and adjusted EBITDA at a >60% y/y pace.
Prediction: Eli Lilly's Newest GLP-1 Drug Will Be a Game-Changer for the Stock
Drugmaker Eli Lilly (LLY 14.56%) hasn't been exempt from the recent market pullback, but its stock shot higher following the announcement that its newest GLP-1 drug had successfully completed the first of several phase 3 drug trials.
Eli Lilly: Cementing Its GLP-1 Empire With Orforglipron's Promising Phase 3 Results
Eli Lilly's oral GLP-1 drug orforglipron showed strong Phase 3 results with 7.9% weight loss and good tolerability, establishing leadership in obesity treatment. Orforglipron offers advantages over competitors including easier manufacturing, no liver safety signals, and simpler administration than Novo Nordisk's option. Lilly reported $13.5B Q4 revenue (+32% YoY), driven by Mounjaro and Zepbound, with 2025 guidance of $58-61B.
GLP-1 space will remain two player over the medium to long term, says Mizuho's Jared Holz
Jared Holz, Mizuho, joins 'Closing Bell Overtime' to talk Novo Nordisk sinking on lighter-than-expected GLP-1 demand.
Beyond GLP-1 Drugs: This Opportunity at Eli Lilly Could Surprise Everyone in 2025
Over the last couple of years, the pharmaceutical sector has captivated investors thanks in large part to novel medications used to treat chronic weight management and diabetes.
Structure Therapeutics CEO on latest GLP-1 developments
Ray Stevens, Structure Therapeutics CEO, joins 'Fast Money' to talk advancements in weight loss drugs and the development of a GLP-1 pill.
Structure: A Lot Riding On Next Data Readout For Oral GLP-1 Candidate
Structure Therapeutics' stock has declined over 40% since last year, but its differentiated technology platform and promising drug pipeline still support a "Buy" rating. Structure's lead candidate, aleniglipron, an oral GLP-1R agonist, shows potential in obesity treatment with significant Phase 2 data expected in Q4 2025. Despite a crowded GLP-1 drug development field, Structure's oral small molecule approach and strong financial position offer a competitive edge.
Is Viking Therapeutics the Next Blockbuster GLP-1 Stock?
When it comes to clinical weight-loss treatments, GLP-1 therapies have taken the medical sector by storm. What started as off-label use by celebrities and social media influencers for cutting weight became a viral sensation as type 2 diabetes medicine Ozempic kicked off the GLP-1 trend.
Despite Challenges Novo Nordisk Plans to Crush GLP-1 Competitors
Novo Nordisk A/S NYSE: NVO has declared that its GLP-1 drugs for chronic obesity, under the brands Ozempic and Wegovy, are no longer in short supply. This caused the United States Food and Drug Administration (FDA) to take semaglutide, the active ingredient in both, off the drug shortage list on February 21, 2025.
Novo Nordisk to explore how GLP-1 drugs can help patients with addiction
Novo Nordisk will explore how GLP-1 drugs potentially could help patients struggling with addiction, its head of development Martin Holst Lange told an online press conference on Thursday.
Hims & Hers' Fall From Grace Is Warranted - Still No Margin Of Safety
HIMS' steep correction is well warranted, given the expensive valuations and the headwinds from the now available FDA-approved GLP-1 therapies. However, we believe that the end of GLP-1 shortage is a tailwind, allowing its core personalized healthcare portfolio to shine, as observed in the double digits non-GLP-1 revenue growth. The same has been observed in the rich FY2024 performance metrics and the management's FY2025 guidance, as they seek to expand their vertically integrated healthcare offerings.
