01/29/2025, 03:26 PM UTC
Hims & Hers：潜在风险在前，但做空可能还为时过早Hims & Hers: Potential Risks Ahead, But Shorting May Be Premature
1. 作者预计FDA将很快宣布semaglutide短缺问题解决，这可能会由于配药限制而减缓Hims的营收增长速度。2. 他预计在FDA宣布后，由于药房（503A）和外包设施（503B）遵守限制的60天和90天时间表，将出现爆炸性的营收增长。3. 作者认为HIMS可以利用FDA的配药豁免进一步延长其复合GLP-1产品，为看跌股票的投机者创造不确定性。4. 由于长期头寸的上升空间有限，以及目前存在太多不确定性，作者将Hims评为‘持有’。1. The author anticipates the FDA will soon declare the semaglutide shortage resolved, potentially slowing Hims' revenue growth rate due to compounding restrictions. 2. He foresees explosive revenue growth post-FDA announcement due to 60-day timelines for pharmacies (503A) and 90-day timelines for outsourcing facilities (503B) to comply with the restrictions. 3. The author believes HIMS may leverage FDA compounding exemptions to further extend its compounded GLP-1 offerings, creating uncertainty for speculators betting against the stock. 4. The author rates Hims as a 'Hold' due to limited upside for a long position and too much uncertainty to justify initiating a short position at this time.
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