Hello everyone! Today i want to share some trading ideas with you!
1.
$Hims & Hers Health Inc.(HIMS)$ hasn’t agreed to drop compounded GLP-1 to land $LLY deal.
Absolutely the right decision!!
Others basically agreed to become e-commerce platforms.
They will sell all branded products and try making money on margins. Good luck with that.
$Hims & Hers Health Inc.(HIMS)$ , on the other hand, sticks with the mission.
It already has $Novo-Nordisk A/S(NVO)$ on the commercial side for branded drugs. Though people largely ignore, Novo’s pipeline is actually better than that of Lilly’s.
On the personalized side, it keeps offering personalized doses of compounded semaglutide, expanding the access as it promised.
It’s the only only company among competitors that has a real business, not just making money on the margins.
This is super bullish long-term!
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