Hims Stock Surges 180%--Now It's Betting Big on Europe's $100B Weight-Loss Market
Hims & Hers Health (NYSE:HIMS) is doubling down on the global obesity drug boom. The U.S.-based telehealth company just snapped up European rival Zava in a cash deal, opening the door to 1.3 million new patients across the UK, Ireland, Germany, and France. CEO Andrew Dudum called obesity a huge opportunity and believes the path forward lies in personalized carenot just mass prescriptions. With demand already running hot for weight-loss treatments not covered by public healthcare, this acquisition could be Hims' ticket to scale its model far beyond U.S. borders.
Warning! GuruFocus has detected 3 Warning Sign with HIMS.
In the U.S., Hims built momentum by offering compounded versions of GLP-1 drugs like Wegovy and Zepbound during supply shortagesreplicas that mimicked the active ingredients but were tailored to individual needs. Even now, as shortages ease and compounding restrictions tighten, Hims hasn't exited the scene. Instead, it's pivoting toward more niche personalizations: lower doses, unique formulations, and side-effect-reducing combinations. That same playbook could be viable in the UK and Europe, where local rules still allow "specials"bespoke medications for patients with unique clinical needs.
And here's the bigger picture: Hims isn't trying to replace branded drugsit's becoming the neutral platform that offers both. The company recently inked a deal with Novo Nordisk to sell Wegovy directly and expects more collaborations. Think of it like Switzerland: impartial, adaptive, and quietly positioning itself at the center of a lucrative market shift. With shares already up nearly 180% over the past year, investors could be looking at a business that's just getting startedespecially as Europe becomes its next frontier.
This article first appeared on GuruFocus.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
27 minutes ago
- Yahoo
Oshkosh Corporation Hosting 2025 Investor Day
OSHKOSH, Wis., June 05, 2025--(BUSINESS WIRE)--Oshkosh Corporation (NYSE: OSK), a leading innovator of purpose-built vehicles and equipment, is hosting its Investor Day today, June 5, 2025, at the New York Stock Exchange beginning at 9:30 a.m. EDT. Register for the full live event here: Live webcast (register/join). The presentations will provide an in-depth review of Oshkosh's business strategy, growth drivers and financial objectives. During the event, there will be an opportunity for both live and webcast attendees to ask questions during a Q&A session. Event presentations will proceed as follows: Oshkosh Corporation overview John Pfeifer, president & CEO Technology for Everyday Heroes Jay Iyengar, EVP, chief technology & strategic sourcing officer Access segment Mahesh Narang, EVP & president, Access segment Transport segment John Pfeifer, president & CEO Vocational segment Mike Pack, EVP & president, Vocational segment Financial Matthew Field, EVP & CFO Closing remarks and Q&A Oshkosh leadership team A portion of today's presentation will be available starting at 8:00 a.m. EDT here: The full presentation will be available at approximately 11:15 am EDT at the same link. A replay of the webcast will be available under the "Events & Presentations" section of the company's Investor Relations website shortly following the conclusion of the event. About Oshkosh Corporation At Oshkosh (NYSE: OSK), we make innovative, mission-critical equipment to help everyday heroes advance communities around the world. Headquartered in Wisconsin, Oshkosh Corporation employs over 18,000 team members worldwide, all united behind a common purpose: to make a difference in people's lives. Oshkosh products can be found in more than 150 countries under the brands of JLG®, Pierce®, MAXIMETAL, Oshkosh® S-Series™, McNeilus®, IMT®, Jerr-Dan®, Frontline™ Communications, Oshkosh® Airport Products, Oshkosh AeroTech™, Oshkosh® Defense and Pratt Miller. For more information, visit ®, ™ All brand names referred to in this news release are trademarks of Oshkosh Corporation or its subsidiary companies. View source version on Contacts Financial:Patrick DavidsonSenior Vice President, Investor Relations920.502.3266 Media:Tim GilmanSenior Manager, Communications and Branding920.509.0617 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
28 minutes ago
- Yahoo
Women on blockbuster weight loss drugs warned to use effective contraception
Pregnant women should not take weight loss drugs, the UK's medicines regulator warned amid concerns that people are using the so-called 'skinny jabs' in unsafe ways. The UK Medicines and Healthcare products Regulatory Agency (MHRA) also said women should not take weight loss drugs if they are breastfeeding or trying to get pregnant, because there isn't enough safety data to know whether the medicine could affect their baby. 'Anyone who gets pregnant while using them should speak to their healthcare professional and stop the medicine as soon as possible,' the agency said. Meanwhile, all women taking the jabs should ensure they are using a form of contraception that works, the MHRA said. Related Weight-loss drugs like Wegovy could help serious liver condition that has no cure-all treatment One of the drugs, Mounjaro, may make birth control pills less effective, so the agency says women taking the jab should also use a non-oral form of contraception, like an implant or intrauterine device (IUD). 'Obesity reduces fertility in women. So, women with obesity taking GLP-1 drugs are more likely to get pregnant than before they lost weight,' Dr Channa Jayasena, a reproductive endocrinology researcher at Imperial College London, said in a statement. 'Women are advised to do all they can to prevent pregnancy while taking [these] drugs,' Jayasena added. Related France won't pay for weight loss drug Wegovy. What about other European countries? In the UK, women already receive these warnings when they get their prescriptions for the blockbuster jabs, which include Ozempic, Wegovy, Saxenda, and Victoza as well as Mounjaro. The drugs, known as GLP-1 receptor agonists, work by mimicking hormones that help regulate appetites and make people feel full for longer. They have been approved to treat type 2 diabetes and obesity. Related Why are 1 in 10 French women still smoking during pregnancy despite the health risks? But the MHRA issued the reminder Thursday due to concerns that the drugs' growing popularity means women are buying them illegally online or at beauty salons, without seeing a doctor. 'Skinny jabs are medicines licensed to treat specific medical conditions and should not be used as aesthetic or cosmetic treatments,' Dr Alison Cave, MHRA's chief safety officer, said in a statement. 'They are not a quick fix to lose weight and have not been assessed to be safe when used in this way,' she added.
New York Post
31 minutes ago
- New York Post
Hegseth warns NATO can't be centered around ‘reliance on America'
NATO allies can't entirely hedge their security concerns around 'reliance on America,' Defense Secretary Pete Hegseth publicly warned during his visit to Brussels Thursday to meet with allied defense ministers. Hegseth contended that while the US will continue to support its allies in the powerful military bloc, the Trump administration is demanding that they step up and pull more of their own weight. 'The United States is proud to be here, to stand with our allies, but our message is gonna continue to be clear: It's deterrence and peace through strength, but it cannot be reliance,' Hegseth said during a press conference in Brussels. 'It cannot and will not be reliance on America. It can't just be US capabilities.' President Trump has long insisted that NATO allies beef up their own defense capabilities. At times, the president has questioned the US' commitment to the mutual defense clause of NATO countries that don't spend enough on defense. 3 Defense Secretary Pete Hegseth urged NATO allies to step up. REUTERS 3 Defense ministers in NATO gathered for a group photo during the Brussels meeting. REUTERS Top administration officials such as Vice President JD Vance and Hegseth have repeatedly conveyed similar demands. Hegseth also called for NATO allies to spend 5% of their gross domestic product on defense. Last year, the US spent an estimated 3.3% of its GDP on defense, which is projected to decline over the next decade unless Congress passes an increase such as the one buried in the One Big Beautiful Bill Act. The NATO guideline calls on members of the 32-nation bloc to spend at least 2% of GDP on defense. Last year, a record 23 NATO nations hit that target, with Croatia, Portugal, Italy, Canada, Belgium, Luxemburg, Slovenia and Spain falling short, per data from the powerful military alliance. Now, NATO members are negotiating over a higher, 5% of GDP target, something that no country, including the military bloc's highest defense spender, Poland, has met. 'We're here to continue the work that President Trump started, which is a commitment to 5% defense spending across the alliance, which we think will happen,' Hegseth told reporters before the meeting in Brussels. 'To be an alliance, you got to be more than flags. You got to be formations,' he added. 'You got to be more than conferences. You need to be, keep combat-ready capabilities.' 3 NATO boss Mark Rutte has been described as the 'Trump whisperer.' AFP via Getty Images Hegseth conveyed confidence that NATO will ultimately adopt that new target threshold. European leaders have been working to rearm over recent years in response to Russia's unprovoked invasion of neighboring Ukraine, but there have been many political hurdles to get there. The gathering in Brussels comes ahead of the summit later this month in The Hague, during which the alliance is expected to consider the new 5% of GDP defense spending target. During the Brussels meeting, alliance members are expected to discuss new standards for military equipment. Hegseth also skipped the Ukraine Defense Contact Group meeting at NATO headquarters.
