$Hims & Hers Health(HIMS.US)

[Rational Discussion] Seeing the comments section filled with lamentations, here's some positive and hardcore logic. Compliance risks are the sword of Damocles, but don't forget who's holding the sword for us. HIMS's board is anchored by two top-tier heavyweights: Kåre Schultz, former Vice President and COO of Novo Nordisk (NVO), and Deb Autor, former Deputy Commissioner of the FDA. The decision to launch a $49 weight-loss drug this time is definitely not an impulsive move by management; there's a high probability of tactical guidance from these two. One is a former 'core opponent,' who knows NVO's patent loopholes and pricing vulnerabilities better than anyone; the other is a former 'industry referee,' who understands compliance red lines and policy margins better than anyone. Summary: The market is panicking about policies, while HIMS has hired the very people who make and navigate these policies. This 'top-tier' lineup isn't here to just tag along—give the logic some time.