
Novo Nordisk Reports Strong H1 2025 Performance
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Novo Nordisk is a leading global healthcare company specializing in diabetes care, obesity care, and rare diseases, with a strong focus on innovation and sustainability. In the first half of 2025, Novo Nordisk reported a significant increase in sales and operating profit, driven by strong performance in its obesity care segment and GLP-1 diabetes treatments. The company's sales grew by 16% in Danish kroner and 18% at constant exchange rates, reaching DKK 154.9 billion, while operating profit increased by 25% in Danish kroner and 29% at constant exchange rates to DKK 72.2 billion. The US and International Operations both contributed to this growth, with notable increases in obesity care sales, particularly for Wegovy®. Novo Nordisk also made strategic advancements in its research and development, including progressing weight management treatments into phase 3 development and submitting new drug applications in the EU. Despite these achievements, the company has adjusted its full-year outlook due to lower growth expectations for its GLP-1 treatments in the second half of 2025, influenced by market dynamics and competition. Looking ahead, Novo Nordisk remains committed to maximizing growth opportunities under new leadership, with a continued focus on expanding its product portfolio and market reach.
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Globe and Mail
5 hours ago
- Globe and Mail
Hims & Hers Shares Plunge. Is This a Buying Opportunity or Should Investors Run for the Hills?
Key Points Hims & Hers Health continues to post robust growth. Shares sold off, however, after revenue missed analyst expectations. The stock is still reasonably valued given its growth prospects. 10 stocks we like better than Hims & Hers Health › Hims & Hers Health (NYSE: HIMS) is one of the most volatile stocks on the market at the moment, prone to big swings in either direction. This is true even intraday, as the stock plunged following the company's second-quarter results, only to rally back, only to plunge again. As of this writing, the stock is still trading up more than 130% this year. Let's take a closer look at the most recent earnings results for this telehealth company focused on providing accessible and affordable healthcare solutions for various health and wellness needs, and its prospects. Who knows, you might want to jump in on this somewhat volatile growth stock. Hims saw strong revenue growth in Q2 Hims & Hers continued to deliver outstanding revenue growth in Q2, with sales climbing 73% year over year to $544.8 million. That was toward the high end of its forecast for revenue of $530 million to $550 million, but it missed analyst expectations for revenue of $552 million. Monthly online revenue per subscriber jumped 30% to $74 per month, while the number of subscribers climbed 31% to nearly 2.44 million. The company said that the number of subscribers in both oral weight loss and dermatology grew more than 55% in the quarter. Customers using at least one personalized subscription increased by 89% to 1.5 million, representing more than 60% of the Hims & Hers subscriber base. It said that 70% of new patients who join the platform use a personalized treatment plan, and that the number of subscribers using a personalized treatment plan to treat multiple conditions skyrocketed 170% to more than 500,000. Revenue from GLP-1 weight loss drugs fell from $230 million in Q1 to $190 million in Q2, after Novo Nordisk ended a partnership with the telehealth company. Nonetheless, it still expects to generate $725 million of revenue this year from weight loss drugs, led by oral weight loss products and personalized doses. Hims & Hers continues to spend heavily on marketing to attract new customers. During the quarter, its marketing spending jumped 50% to nearly $218 million. Marketing expenses took up 40% of revenue in the quarter, though that was down from 46% a year ago, so the company continues to see leverage in this area despite the increased spending. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) surged to $82.2 million from $39.3 million a year ago. Adjusted earnings per share (EPS) came in at $0.17, topping the $0.15 analyst consensus as compiled by LSEG. Metric Q1 Results Growth (YOY) Revenue $544.8 million 73% Monthly online revenue per subscriber $74 30% Subscribers 2.44 million 31% Adjusted EBITDA $82.2 million 109% Adjusted EPS $0.17 183% Marketing expense $231 million 77% Marketing as % of revenue 40% (600 basis points) Gross margin 76% (500 basis points) Data source: Hims & Hers Health. YOY = year over year. Looking ahead, Hims & Hers maintained its forecast for 2025 revenue to be between $2.3 billion and $2.4 billion, equal to growth of 56% to 63%. It also kept its adjusted EBITDA guidance of $295 million to $335 million. For Q3, it projected revenue of between $570 million and $590 million, and adjusted EBITDA of $60 million to $70 million. The company is starting to look toward international expansion to bolster growth. It will begin by focusing on Canada next year, while its acquisition of Zava in July will help it expand into Europe. It also anticipates entering the Latin American and Asian markets in the coming years. Hims & Hers also continues to expand into new areas. It will launch hormonal health soon, starting with lab testing. The company believes this will help it reach its targets of $6.5 billion in revenue and $1.3 billion in adjusted EBITDA in 2030. Is the stock a buy? Hims & Hers continues to be a growth engine. Even though there's been some disruption from its spat with Novo Nordisk, it is still seeing strong growth across different health categories. With the company moving into new areas, like hormonal health and longevity, and looking to expand internationally, it has a lot of growth opportunities ahead. Meanwhile, with the majority of its subscribers on personalized treatment plans, it has a pretty sticky user base. From a valuation standpoint, the stock trades at a forward price-to-earnings (P/E) ratio of around 55 based on the analyst consensus for 2025. But its forward price/earnings-to-growth ratio (PEG) is under 0.6, and stocks with PEG ratios below 1 are usually considered undervalued. Given that it operates a subscription business with high gross margins, you can also look at the stock from a price-to-sales perspective; on that front, it trades at a multiple of 5.5 times 2025 analyst estimates. Overall, I'd say, based on the type of business the company is in, that it's still reasonably priced. However, it's still a volatile stock that carries some risk depending on what happens in the weight loss segment. Still, I really like its international opportunity, and think Hims & Hers Health could have solid long-term upside from here. Should you invest $1,000 in Hims & Hers Health right now? Before you buy stock in Hims & Hers Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks 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 $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025


CTV News
5 hours ago
- CTV News
How the atomic bombing of Nagasaki tore apart Japan's understanding of motherhood
FILE - In this Sept. 13, 1945, file photo, the Urakami Catholic Cathedral in Nagasaki, Japan, stands waste in the aftermath of the detonation of the atom bomb over a month ago over this city. (AP Photo/Stanley Troutman, Pool, File) When Kikuyo Nakamura's adult son discovered bumps on his back, she assumed it was just a rash. Still, she urged him to go to the hospital — better safe than sorry. Hiroshi, her second son, was born in 1948, three years after the U.S. dropped an atomic bomb on Nagasaki. As a survivor of the bombing, Nakamura had long feared she might pass on health problems to her children. In 2003, at age 55, Hiroshi went to the hospital. Two days passed without any word from him. Then three. Then a week. Eventually Nakamura went to the hospital, where her son told her: ''They're going to do more tests,' she told CNN. The results showed he had stage 4 leukemia –– an advanced stage of blood cancer that had spread to other parts of his body. According to Nakamura, the doctor told her that she had given her son cancer –– suggesting the radiation that caused it was passed on through breastfeeding when he was a baby. When Hiroshi died, six months later, his mother was left to believe she had essentially killed him; a thought that still haunts her more than two decades on. 'I was overwhelmed with guilt and suffering… Even now, I still believe what the doctor said, that I caused it. That guilt still lives in me,' said Nakamura, who is now 101-years old. Those who are exposed to nuclear radiation are generally urged to stop breastfeeding in the immediate aftermath of an atomic blast. But experts say there's no concrete evidence that first generation 'hibakusha' –– atomic bomb survivors of World War II –– can pass cancer-causing material to their children, years after exposure. As the 80th anniversary of the U.S. bombings of Hiroshima and Nagasaki approaches, aging survivors — some, like Nakamura, more than 100-years old — are sharing their stories of suffering and resilience, while they still can. Many of them were young women, either pregnant or of childbearing age, when the bombs fell and have lived much of their lives under a heavy shadow of fear and stigma. They were told by medical practitioners, neighbors, even friends and family that their exposure to nuclear radiation could cause them to have children with illnesses or disabilities –– if they conceived at all. Even when infertility or a child's disability had nothing to do with radiation exposure, hibakusha women often felt blamed and shunned. Those with visible scars from the blasts faced barriers to marriage. Physical wounds were harder to hide — and clearer proof of exposure. And at a time in society when a woman's worth was closely tied to marriage and motherhood, this stigma was particularly damaging. It caused a large number of women survivors –– many of whom had PTSD (post-traumatic stress disorder) –– to 'hide the fact that they were hibakusha,' according to Masahiro Nakashima, a professor of radiation studies at Nagasaki University. 'In a society like Japan — where gender discrimination and male dominance have been deeply rooted — women were especially affected by radiation,' Nakashima told CNN. Lifelong scars Radiation exposure did affect some second-generation survivors, depending on the timing of pregnancy. The embryonic period — generally ranging from weeks 5 up to 15 — is especially sensitive for brain and organ development. Women exposed to radiation during this window had a higher risk of giving birth to children with intellectual disabilities, neurological issues, and microcephaly, a condition marked by a small head and impaired brain function, according to studies from the joint Japan-U.S. Radiation Effects Research Foundation (RERF) –– a successor to the Atomic Bomb Casualty Commission formed just after World War II. Other studies showed that women hibakusha faced long-term health risks themselves. A 2012 RERF study found that radiation exposure from an atomic bomb raised cancer risk for the rest of a person's life. Solid cancer rates for women at age 70 increased by 58 per cent for every gray of radiation their bodies absorbed at age 30. A gray is a unit that measures how much radiation energy a body or object takes in. For men, solid cancer rates increased by 35 per cent. Nakamura was 21-years old and was hanging laundry outside around 11am when the bomb fell on Nagasaki on August 9, 1945. She says she was 5 kilometres (3.1 miles) from the epicentre –– a little beyond what experts call the area of 'total destruction.' The young mother saw a bright light, followed by a loud boom and a powerful gust of wind that flung her into the air. When she regained consciousness, her house was wrecked — furniture was strewn everywhere and glass shards covered the floor. She called out to her own mother, who had been helping Nakamura care for her eldest son. Relieved they weren't physically wounded, the family fled to an air raid shelter. It wasn't until the next day that Nakamura grasped the scale of destruction. Relatives living near Nagasaki University, closer to the blast, all died. Nakamura says she didn't suffer any effects of radiation exposure. She had her uterus removed four years later, and at age 70, doctors found a tumor in her abdomen, but her physicians told her neither issue was linked to the bombing, she said. The psychological trauma, however, has stayed with her ever since. Ashamed of her own exposure, she feared the stigma would also pass to her grandchildren. 'If people knew that my son died of leukemia, especially before they (my grandchildren) got married, others might not want to marry them. I made sure my children understood that. We kept it within the family and didn't tell anyone else about how he died,' Nakamura said. But encouraged by other survivors, she finally spoke publicly about her son's cancer in 2006, three years after his death. 'I received phone calls and even letters from people who heard my story. It made me realize how serious the issue of inherited health effects is in Hiroshima and Nagasaki,' she said. Even though she now knows it's unlikely she could have caused her son's cancer, she says as a mother, the feeling of guilt is a burden she'll forever carry. 'I still feel so sorry. I keep apologizing to him. I say, 'Forgive me,'' she said. The children who never followed The unique burden of hibakusha motherhood is something Mitsuko Yoshimura, now 102-years old, never got to carry. Separated from her parents and sister at a young age, she always longed for a family. She moved to Nagasaki for a good job in Mitsubishi's payroll department — just months before the U.S. dropped the bomb, turning the city into hell on earth. 'When I got out to the road, there were people with blood gushing from their heads, people with the skin peeled off their backs,' she recalled. Being just a kilometre (0.6 miles) away from the epicentre of the blast, her survival was nothing short of a miracle. In the months that followed, she stayed behind to help the injured. But her body suffered too. 'My hair fell out. Whenever I tried to comb it with my hands, strands would come out little by little,' Yoshimura said. She also regularly vomited blood for months after the blast. Still, she endured. She got married a year after the war ended. Her husband was an atomic bomb survivor, like herself, and their marriage marked a fresh start for the couple. But the child they longed for never followed. She had two miscarriages and a stillbirth. Yoshimura lives alone now; her husband having died years ago. In her home in Nagasaki, where photos of children and grandchildren might be, there are dolls — a quiet substitute for what was lost, she said. At their remarkable age, Nakamura and Yoshimura both know they don't have much longer to live. But that gives them greater urgency to educate younger generations about the toll of nuclear war. 'People really need to think carefully. What does winning or losing even bring? Wanting to expand a country's territory, wanting a country to gain more power, what exactly are people seeking from that?' Nakamura asked. 'I don't understand it. But what I do feel deeply is the utter foolishness of war,' she said. By Hanako Montgomery.


CTV News
6 hours ago
- CTV News
AI in health care: Hype and red flags to watch for
Some easy-to-understand advice for using A.I, tools safely and knowing when it's time to pick up the phone and call your doctor. With tens of millions of downloads, generative AI apps like ChatGPT are increasingly being used to seek out medical advice. A recent study by researchers at the University of Waterloo found that only a fraction of ChatGPT's responses to open-ended medical questions were considered correct or clear. Experts say large language models (LLMs) should be used with caution. Dr. Vera Kohut, national medical director at Serefin Health, spoke to CTV Morning Live on Thursday to discuss what's helpful, what's hype, and what red flags to look out for. 'It's here to stay and we've just got to understand that it needs to become more fulsome in its accuracy,' she said. Kohut says LLMs are designed to mimic conversations. 'When you understand that AI is really a machine that has been fed information by a human and it has learned from those human interactions, what happens is that it is not personal,' she said. 'It does not know anything about you, your personal history, your family history, your genetics. It doesn't know anything about the geography that you live in, your gender, your race, so as a result, it's giving you blanket information; it's not giving you personal information.' Generative AI tools have no capacity to assess risk or get into the nuances of your personal health situation, Kohut added. 'Therefore, it's likely to give you generalized information. It may be inaccurate,' she said. Red flags to watch for when using AI Kohut says if you should be skeptical whenever a chatbot gives you a diagnosis. 'If it suddenly gives you one diagnosis, or it starts giving you these vague diagnoses, or it says more research is needed, be careful,' she said. 'If it suddenly does not recognize, and it may not, the importance of what you are saying and therefore does not guide you, in a situation where your symptoms are increasing, to go and get further help, or frankly, doesn't talk about you doing that, beware. And if, in situations where you're talking to it and it suddenly starts giving you information about supplements or strange therapeutic interventions, beware.' The Ontario Medical Association recently raised concerns about a growing trend of self-diagnosis using online tools and said that while it's not always necessarily a problem, it can be risky and should be part of a broader conversation with a medical professional. Can AI be helpful? Kohut says there are ways AI tools can help. 'It allows you, for example, to track your symptoms. It allows you to take a look at what you're going through and ask AI what that might mean. It allows you to take medical information and make it more palatable,' she said. She said you can also use it to track medical appointments and medications. Kohut said, however, that it is important to consider privacy whenever you use AI tools. Earlier this year, OpenAI CEO Sam Altman warned that there is no legal confidentiality when feeding personal information into ChatGPT. 'We need to be more aware of the need for privacy in the information that is being given,' she said.