---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38622654.md"
description: "HIMS was previously skirting the edge, using compounded drugs to bypass patent benefits, but the FDA clearly stated it would take decisive action against "large-scale marketing of illegal generic drugs" and directly named HIMS. With the $49 weight-loss drug taken off the shelves, what else can they sell?This doesn't feel like a problem of cheap valuation, but rather an issue of regulators not tolerating the grey area of compounded drugs. It's okay to bet on a rebound after an oversold drop, just don't fool yourself into thinking it's a value investment trap.$Hims & Hers Health(HIMS.US)"
datetime: "2026-02-10T01:51:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38622654.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38622654.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38622654.md)
author: "[lyhalfway](https://longbridge.com/en/profiles/3372973.md)"
---

# HIMS was previously skirting the edge, using compo…


### Related Stocks

- [HIMS.US](https://longbridge.com/en/quote/HIMS.US.md)

## Comments (14)

- ***烟火声* · 2026-02-10T06:10:40.000Z · 👍 1**: Closed the position at a loss one week early🙃
  - **lyhalfway** (2026-02-10T06:33:27.000Z): So timely
- **半山外賣仔 · 2026-02-10T03:46:10.000Z · 👍 1**: Last year it was still a star startup stock, even had a Super Bowl halftime ad. This year it started to self-destruct, challenging the intellectual property of local giants. Try not to choose it as a long-term investment target. It has no valuation anchor. If it gets hit with a fine later, it'll be 
  - **lyhalfway** (2026-02-10T03:54:27.000Z): Yes, if you're always thinking about skirting the edge and operating in grey areas, that's a problem with the management's vision.
  - **半山外賣仔** (2026-02-10T06:12:25.000Z): Yes, playing with the edge too much, you've hit a steel plate.
- **FakePhoenix · 2026-02-10T03:25:05.000Z**: Oversold? I don't think it's oversold 😂
  - **lyhalfway** (2026-02-10T04:41:14.000Z): Opening down 25% is not insignificant either.
  - **FakePhoenix** (2026-02-10T04:43:39.000Z): PE is still so high; it can continue to decline slowly.
- **未来的交易员皮看穿 · 2026-02-10T03:11:32.000Z**: Is it possible to cooperate and share the profits?
  - **lyhalfway** (2026-02-10T03:20:48.000Z): Besides weight loss, HIMS's best-selling products are ED and hair loss treatments…
  - **Debruyy** (2026-02-10T03:58:06.000Z): The profit from cooperative sharing is far less than that from the compound borderline ball, otherwise they wouldn't take such risks every time.
  - **lyhalfway** (2026-02-10T04:04:31.000Z): That's a problem with the management. It's problematic to always want to take shortcuts in the pharmaceutical business.
- **跟顾神反着买 · 2026-02-10T02:24:48.000Z · 👍 1**: It's completely useless after cracking down on piracy.
- **海阔天丰 · 2026-02-10T01:55:23.000Z · 👍 4**: In the stock market, the direction of perception must be constantly adjusted and iterated.