Hims Daily (Jun 11, 2025)
Lilly CFO comments raising eyebrows and questions 👀
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Stock Price: $57.56
Today: +$2.31 (+4.18%)
YTD: +$33.38 (+138.05%)
Q2: +$28.01 (+94.79%)
🚨 Let’s just say you are really not going to want to miss this week’s Hims Data Tracker. Drops tomorrow. Upgrade to paid for access!
What’s Happening
BIG reversal to close +4%: Shares flushed to the $53s early, then ripped higher after the CPI print to close above $57.50. Volume came in light at 27M (vs. 36.2M avg)
🚨 LILLY DRAWS RED LINE ON COMPOUNDING: At the Goldman Sachs conference yesterday, Eli Lilly’s CFO made it clear: all telehealth partners must stop compounding semaglutide and tirzepatide.
But are they complying? We dropped a SPECIAL REPORT last night that both Ro and Noom — Lilly partners — are still offering compounded GLP-1s. Multiple media outlets say Lilly declined to comment. The enforcement gap is raising eyebrows and questions.
Morgan Stanley bear note brushed off: MS reiterated its $40 PT and cited a deceleration in May app downloads, but the market shrugged. The stock’s resilience reinforced the view that bearish narratives are being absorbed and priced in.
Bulls see the May slowdown as part of the company’s previously announced strategic shift — upgrading existing users to higher-tier treatments (daily ED meds, personalized GLP-1s) — rather than any real drop in demand.
Novo Nordisk <> Nvidia stirs buzz: Novo’s AI drug-discovery deal with Nvidia sparked fresh speculation that HIMS could be a critical infrastructure layer—thanks to its patient base, diagnostics (Trybe), MedMatch AI, and global reach via ZAVA. Many believe the Novo-Hims deal announced last month may be just the start.
Catalysts
More acquisitions still to come?
Move from the Russell 2000 to the Russell 1000 could drive institutional buying. Index reconstitution set for late June.
Pharma tariffs?
Partnership with Eli LillyAny incremental details on the Novo Nordisk roadmap
Upcoming OFA vs. FDA case on semaglutide
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