Hims Daily (Feb 13, 2025)

Feb 13, 2025

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HIMS ROCKETED MORE THAN 27% TODAY in what is easily the most extraordinary single day of trading in the history of Hims & Hers. Trading volume was through the roof all day, suggesting broad buying pressure throughout pretty much the entire session.
- The stock is now up nearly 500% in the last 12 months
Retail traders attributed the +25% day to the short-squeeze dynamic, which we’ve been pounding the table about for weeks now given that a third of the float is short. Rapid price increases forced some shorts to cover, fueling further upward pressure.
- We’ll get new short interest numbers in two weeks
HIMS Super Bowl ad was a smashing success, with Fierce Healthcare reporting a 650% spike in Hims & Hers web traffic 🤯
- Also, Forbes ranked HIMS’ ad as the 2nd most effective spot of the entire Super Bowl
Investors are divided over the FDA’s eventual stance on semaglutide compounding, but most investors still assume the shortage will end at some point in 2025. TBD on the exact dates.
RFK Jr. was confirmed today, which will potentially shape the regulatory landscape for HIMS. Marty Makary’s confirmation (FDA commissioner nominee) is still to come.

T-11 days until Q4 earnings
FDA decisions on semaglutide + tirzepatide
Greenland / Trump tariffs
HIMS to appear at Morgan Stanley’s Technology, Media & Telecom Conference in March
S&P MidCap 400 potential inclusion on March 21?

An incredible milestone: