--- title: "Ozempic Boom: Hims & Eli Lilly Lead Healthcare Bets" description: "The healthcare sector is attracting investors as stocks have declined, with a focus on the Ozempic weight loss treatment. Companies like Hims & Hers Health Inc. and Eli Lilly are highlighted for their" type: "news" locale: "en" url: "https://longbridge.com/en/news/254006709.md" published_at: "2025-08-21T13:05:00.000Z" --- # Ozempic Boom: Hims & Eli Lilly Lead Healthcare Bets > The healthcare sector is attracting investors as stocks have declined, with a focus on the Ozempic weight loss treatment. Companies like Hims & Hers Health Inc. and Eli Lilly are highlighted for their potential in this market. Hims & Hers offers a subscription model with strong profit margins, while Eli Lilly, a larger company, has a stable market position and a favorable analyst outlook. Diversification is recommended for investors, with the Health Care Select Sector SPDR Fund as a safer option amidst the volatility of individual stocks. Most investors have noticed that most stocks in the healthcare sector have declined to levels not seen in a while, making this an area of interest for those looking into the next potential upswing in their portfolios. However, for those who are okay with individual stock picking and taking on a bit more risk, there is one narrative to follow in the coming months. That narrative is the **Ozempic wave**, a weight loss treatment that has reached millions of American households over the past couple of years and an industry that shows no signs of slowing down despite recent regulatory interference and accusations. Get **Hims & Hers Health** alerts: The data has been available long enough to demonstrate that people like the product and have achieved the desired results. This is exactly where companies like **Hims & Hers Health Inc. NYSE: HIMS** and **Eli Lilly and Co. NYSE: LLY** come into play, as these two are directly exposed to Ozempic and weight loss sales in their own way. Before investors dig into the upside and stability offered by distinguishing these two, a worthy mention of the **Health Care Select Sector SPDR Fund NYSEARCA: XLV** should be made first as another diversified way to get into this race. ## **Why Diversification Matters Here** With new drugs and health care products like Ozempic, there are going to be (as usual) a lot of speed bumps along the road to success and market adoption, which is why diversifying bets across different companies is of utmost importance for those investors who are okay with getting less performance in exchange for increased stability and protection. Considering where the Health Care Select Sector SPDR Fund trades at today, showing a performance gap of roughly 26% compared to the broader S&P 500 index, it is very clear that the entire sector poses as a **potential value zone** for investors who aren’t too comfortable betting into one stock for this Ozempic narrative. That being said, an inevitable rotation is likely to benefit this ETF in the future, as growth prospects shift and sentiment changes (as in every cycle) away from hyper-growth companies and into stable or safer businesses like those in the healthcare sector. ## **For an Exciting Ride: Choose Hims & Hers** Think of this as the “new kids on the block” company—one that's already made significant strides and achieved growth even before entering the weight loss market. However, most of the market has now associated Hims & Hers with weight loss only, which is the wrong way to look at this company. The stock offers investors exposure to a company with a much broader base of products and services, and the best part is the business model itself. Unlike most other drug manufacturers, who eat what they kill in a sense through every bulk sale, Hims & Hers **makes its living through subscriptions**, which offer not only stable growth but also downside protection. Speaking of benefits, investors can see through Hims & Hers’ financials that the company operates under a 76.2% gross profit margin, which is usually reserved for the economy's software companies. Some **institutions consider this stock a Buy** due to its subscription benefits, strong fundamentals, and position in the weight loss market, such as those from Nomura Holdings, which decided to build a stake worth $8 million as of mid-August 2025. This represents a vote of confidence in this company’s position in the industry and its future upside potential for quarters (or even years) to come. ## **Stability in Size, Where Eli Lilly Rules** Compared to Hims & Hers, a $10 billion company, **Eli Lilly’s $663 billion market capitalization** allows it to remain strong-footed in this current Ozempic race. It also has access to more capital and backing to scale faster and better, should it produce the leading product in this current competition. That might be a reason why Wall Street analysts have decided to reward the company with a **consensus view of a Moderate Buy** alongside a $950.2 per share valuation target. Compared to where it trades today, a low 72% of its 52-week high, this call would imply a net rally of 35.8% for the company in the coming months. All told, investors can choose Eli Lilly’s size and decades of experience, which provide the stock with an inherently lower beta (volatility measure) of only 0.44x. In comparison, Hims & Hers carries a much higher beta of 2.10x due to its smaller size and ramp-up phase, in exchange for potentially faster growth and more aggressive upside price action. ## Should You Invest $1,000 in Hims & Hers Health Right Now? Before you consider Hims & Hers Health, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hims & Hers Health wasn't on the list. While Hims & Hers Health currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here ### Related Stocks - [LLY.US - Eli Lilly](https://longbridge.com/en/quote/LLY.US.md) - [HIMS.US - Hims & Hers Health](https://longbridge.com/en/quote/HIMS.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | DELL, SPOT, UNH：全球最大的对冲基金正在市场中寻找抄底机会 | 桥水基金（Bridgewater Associates），全球最大的对冲基金，管理资产达 1360 亿美元，在 2025 年第四季度对表现不佳的股票进行了重大投资，包括戴尔（DELL）、Spotify（SPOT）和联合健康（UnitedHe | [Link](https://longbridge.com/en/news/276384705.md) | | 诺和诺德的 Wegovy 药片在上市首月取得了强劲的使用量，表明肥胖症口服 GLP-1 药物的需求正在扩大 | 诺和诺德公司的 Wegovy®（塞马鲁肽）药丸于 2025 年 12 月获得 FDA 批准，医生的使用率非常高，首月内超过 70% 的医生开处方。该口服 GLP-1 疗法预计将扩大肥胖治疗市场，非开处方医生中有很高的开处方意向。礼来公司的 | [Link](https://longbridge.com/en/news/276452735.md) | | Broderick Brian C 购买了 985 股 Eli Lilly 公司的股票 $LLY | Broderick Brian C 在第三季度将其在礼来（NYSE: LLY）的持股增加了 15.1%，增持了 985 股，总持股达到 7,496 股，市值为 570 万美元。其他机构投资者也增加了在礼来的持仓，目前机构投资者持有该公司的股 | [Link](https://longbridge.com/en/news/276435096.md) | | 礼来公司宣布 Taltz 和 Zepbound（Tirzepatide）取得了积极的顶线结果 | 礼来公司宣布了 TOGETHER-PsO 3b 期临床试验的积极顶线结果，显示 Taltz（ixekizumab）和 Zepbound（tirzepatide）的组合显著改善了中重度斑块型银屑病和肥胖成人的皮肤清除率和体重减轻。该治疗在 3 | [Link](https://longbridge.com/en/news/276230105.md) | | 礼来公司在克罗恩病治疗领域取得了新的突破 | 礼来（Eli Lilly，股票代码：LLY）宣布其克罗恩病治疗药物 Omvoh 的第三阶段重要结果，超过 90% 的患者实现了三年无类固醇缓解。VIVID-2 研究显示，临床缓解率为 92.4%，无类固醇缓解率为 91.2%。Omvoh 还 | [Link](https://longbridge.com/en/news/276442344.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.