Hims & Hers Strengthens Its Footprint in Consumer-Driven Obesity Care
The renowned health and wellness platform, Hims & Hers Health, Inc. HIMS, has increasingly prioritized weight loss as a key area of growth and innovation in its healthcare platform. In recent months, the company introduced a six-month Wegovy offer priced at $549 per month for eligible new customers. This initiative was designed to improve affordability and sustained access to prescription weight loss medication, bundled with holistic support such as clinical oversight and nutritional guidance. The program reflects Hims & Hers' broader strategy to make proven obesity treatments more connected and accessible through technology-driven, consumer-friendly healthcare delivery.
Hims & Hers' platform currently offers bundled access to all strengths of Wegovy with around-the-clock care, clinical support and personalized nutrition coaching. This integrated approach, provided at a unified monthly price, is aimed at improving long-term health outcomes for people living with obesity. These efforts align with Hims & Hers' broader vision of consumer-centered healthcare that puts individuals at the center of care decisions and delivers a seamless patient experience across digital touchpoints.
Weight loss is also deeply integrated into Hims & Hers' long-term strategy. The company identified weight loss among chronic conditions as being actively targeted through personalized, subscription-based telehealth offerings. It launched access to compounded and branded GLP-1 medications like semaglutide, addressing rising consumer demand and market shortages. Despite regulatory uncertainties, such as the FDA's February 2025 resolution of the semaglutide shortage, HIMS continues to expand its weight loss platform, reinforcing it as a high-growth specialty with significant consumer relevance.
Eli Lilly and Company LLY has advanced its leadership in the obesity treatment space with key developments in both injectables and oral therapies. This month, Eli Lilly expanded access to all approved doses of Zepbound (tirzepatide) through its LillyDirect Self Pay Pharmacy Solutions platform, enhancing affordability and continuity of care for patients pursuing weight management. Complementing this, Eli Lilly's oral GLP-1 candidate, orforglipron, showed Phase 3 results with efficacy and safety comparable to injectable treatments, reinforcing the company's commitment to comprehensive obesity care.
Amgen Inc. AMGN is actively advancing innovation in obesity care through differentiated, long-acting biologics. This month, Amgen unveiled full Phase 2 results for MariTide, a novel, monthly-dosed obesity treatment, showing up to 20% average weight loss and sustained cardiometabolic benefits over 52 weeks without a plateau. With improved tolerability from dose escalation, MariTide enters Phase 3 trials targeting obesity, Type 2 diabetes, cardiovascular disease, and sleep apnea, strengthening Amgen's position in the obesity therapeutics space
Shares of Hims & Hers have surged 73.6% year to date compared with the industry's growth of 18.2%.
Image Source: Zacks Investment Research
HIMS' forward 12-month P/S of 3.6X is lower than the industry's average of 5.9X, but is higher than its five-year median of 2.6X. It carries a Value Score of C.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HIMS' 2025 earnings per share suggests a 170.4% improvement from 2024.
Image Source: Zacks Investment Research
Hims & Hers stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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Why Hims & Hers Health Stock Is Crashing Today
Novo Nordisk is ending its relationship with the company, removing its ability to sell the uber-popular drug Wegovy. Novo alleges Hims & Hers was not following standards and was endangering patient safety. 10 stocks we like better than Hims & Hers Health › Shares of Hims & Hers Health (NYSE: HIMS) are imploding on Monday, down 32% as of 3:03 p.m. ET. The drop comes as the S&P 500 rose 0.8% and the Nasdaq Composite rose 0.7%. Novo Nordisk announced it will cut ties with Hims & Hers, saying the telehealth provider can no longer sell compounded versions of its blockbuster GLP-1 weight loss drug Wegovy. Novo Nordisk announced this morning that it is ending a partnership with Hims & Hers that allowed the telehealth provider to sell Novo's blockbuster weight-loss drug, Wegovy. According to Novo Nordisk, Hims & Hers "failed to adhere to the law which prohibits mass sales of compounded drugs under the false guise of 'personalization.'" Hims & Hers offered compounded versions of Wegovy, claiming it offered medically necessary personalization for some patients. The compounded versions, according to Novo, were sourced out of China and the labs producing them failed to meet standards or be approved by U.S. regulators. In a statement on X, Hims & Hers CEO Andrew Dudum said the company is "disappointed to see Novo Nordisk management misleading the public" and that it would "not compromise the integrity of our platform to appease a third party." The loss of its ability to sell Wegovy is a significant hit to Hims & Hers' business. The massive drop today in its stock reflects this, but even after falling more than 30%, the stock is still too expensive for my taste. Before you buy stock in Hims & Hers Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Hims & Hers Health wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. Why Hims & Hers Health Stock Is Crashing Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 hours ago
- Yahoo
Hims & Hers Strengthens Its Footprint in Consumer-Driven Obesity Care
The renowned health and wellness platform, Hims & Hers Health, Inc. HIMS, has increasingly prioritized weight loss as a key area of growth and innovation in its healthcare platform. In recent months, the company introduced a six-month Wegovy offer priced at $549 per month for eligible new customers. This initiative was designed to improve affordability and sustained access to prescription weight loss medication, bundled with holistic support such as clinical oversight and nutritional guidance. The program reflects Hims & Hers' broader strategy to make proven obesity treatments more connected and accessible through technology-driven, consumer-friendly healthcare delivery. Hims & Hers' platform currently offers bundled access to all strengths of Wegovy with around-the-clock care, clinical support and personalized nutrition coaching. This integrated approach, provided at a unified monthly price, is aimed at improving long-term health outcomes for people living with obesity. These efforts align with Hims & Hers' broader vision of consumer-centered healthcare that puts individuals at the center of care decisions and delivers a seamless patient experience across digital touchpoints. Weight loss is also deeply integrated into Hims & Hers' long-term strategy. The company identified weight loss among chronic conditions as being actively targeted through personalized, subscription-based telehealth offerings. It launched access to compounded and branded GLP-1 medications like semaglutide, addressing rising consumer demand and market shortages. Despite regulatory uncertainties, such as the FDA's February 2025 resolution of the semaglutide shortage, HIMS continues to expand its weight loss platform, reinforcing it as a high-growth specialty with significant consumer relevance. Eli Lilly and Company LLY has advanced its leadership in the obesity treatment space with key developments in both injectables and oral therapies. This month, Eli Lilly expanded access to all approved doses of Zepbound (tirzepatide) through its LillyDirect Self Pay Pharmacy Solutions platform, enhancing affordability and continuity of care for patients pursuing weight management. Complementing this, Eli Lilly's oral GLP-1 candidate, orforglipron, showed Phase 3 results with efficacy and safety comparable to injectable treatments, reinforcing the company's commitment to comprehensive obesity care. Amgen Inc. AMGN is actively advancing innovation in obesity care through differentiated, long-acting biologics. This month, Amgen unveiled full Phase 2 results for MariTide, a novel, monthly-dosed obesity treatment, showing up to 20% average weight loss and sustained cardiometabolic benefits over 52 weeks without a plateau. With improved tolerability from dose escalation, MariTide enters Phase 3 trials targeting obesity, Type 2 diabetes, cardiovascular disease, and sleep apnea, strengthening Amgen's position in the obesity therapeutics space Shares of Hims & Hers have surged 73.6% year to date compared with the industry's growth of 18.2%. Image Source: Zacks Investment Research HIMS' forward 12-month P/S of 3.6X is lower than the industry's average of 5.9X, but is higher than its five-year median of 2.6X. It carries a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for HIMS' 2025 earnings per share suggests a 170.4% improvement from 2024. Image Source: Zacks Investment Research Hims & Hers stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Eli Lilly and Company (LLY) : Free Stock Analysis Report Amgen Inc. (AMGN) : Free Stock Analysis Report Hims & Hers Health, Inc. (HIMS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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9 hours ago
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This growth stock just crashed 35%! Time to buy it for my Stocks and Shares ISA?
One growth stock stuck out like a sore thumb when I opened my Stocks and Shares ISA watchlist yesterday (23 June). That was Hims & Hers Health (NYSE: HIMS), which was down almost 35%, registering it's worst-ever day. This is a share I've been watching for a while, but haven't bought yet. Even after yesterday's crash, it's still up 86% over 12 months. Could this crash be an opportune time for me to nip in and open a position? Hims & Hers is a vertically integrated pharmacy and telehealth platform focused on personalised wellness. It offers prescription and over-the-counter treatments for hair loss, mental health, skincare, sexual health, and more. In 2024, the firm's revenue soared 69% year on year to $1.5bn. However, this isn't a jam-tomorrow growth story, because both net income and free cash flow more than quadrupled in Q1 of this year. Subscribers grew 38% to 2.4m. Driving some of this eye-catching growth has been compounded GLP-1 weight-loss drugs, which the firm began selling on its platform in 2024. In May, it announced a partnership with pharmaceutical giant Novo Nordisk to sell its blockbuster Wegovy treatment. Since that announcement, Hims & Hers stock has been rocketing. Until yesterday that is, when Novo terminated the collaboration. In a statement, the firm pulled no punches, accusing Hims of 'illegal mass compounding and deceptive marketing'. It used the words 'knock-off drugs' a number of times in relation to 'personalised' doses of semaglutide that Hims continues to sell. Semaglutide is the active ingredient in Wegovy. More seriously, Novo alleges that potentially unsafe active ingredients are being sourced from foreign suppliers in China, thereby putting patients at risk. Essentially then, there are three allegations here: The continued selling of copycat versions of Wegovy, which Novo says violates regulations. Deceptive marketing of these as 'personalised' treatments. Semaglutide sourced from unapproved Chinese suppliers. In response, Hims' CEO Andrew Dudum wrote on X: 'We refuse to be strong-armed by any pharmaceutical company's anticompetitive demands that infringe on the independent decision making of providers and limit patient choice.' Dudum said Novo's management is 'misleading the public', and that the platform will continue offering access to different weight-loss treatments, including semaglutide. What to make of all this? Well, there could obviously be regulatory compliance risk here. Lawsuits appear inevitable, and there's likely at least some brand damage. Meanwhile, Novo will keep selling Wegovy with two of Hims' rivals, namely Ro and LifeMD. So the firm could lose share in the booming weight-loss space, which isn't ideal. However, there's more to the platform than just Wegovy. It was already growing strongly before GLP-1s, and its opportunity to aggregate demand in some very large health categories appears undimmed to me. It's also expanding into Europe via a recent acquisition. Hims' disruptive direct-to-consumer platform aims to be cheaper and more personalised than the traditional healthcare model. Therefore, I think shareholders should expect further industry resistance, like Uber got from taxi firms. I'd like management to reassure investors about the supply chain accusations. Ideally, this will happen when the firm reports Q2 earnings in August, if not before. But if the stock keeps falling in the coming days, I will open a starter position. The post This growth stock just crashed 35%! Time to buy it for my Stocks and Shares ISA? appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Ben McPoland has positions in Novo Nordisk and Uber Technologies. The Motley Fool UK has recommended Novo Nordisk and Uber Technologies. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
