Today marks the ninth month of chasing highs and being stuck with hims (averaging down until I'm completely out of ammunition). If I could really travel through time and space back to October 16, 2025, I would definitely tie my hands and not trade...$Hims & Hers Health(HIMS.US)$Defiance Daily Target 2X Long HIMS ETF(HIMZ.US)
ST欧阳昆汀(被困Hims版)
AssetsTop 9%ReturnsTop 87%MidBlend
勇闯美股第二年。目前被Hims困于骇下，努力解套中。记录解套日常。所发笔记不构成投资建议。
ST欧阳昆汀(被困Hims版)Suggestions for you to follow
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According to data from Robinhood, the short interest (number of shares sold short) in $Hims & Hers Health(HIMS.US) is declining. As of July 14th, it has fallen below 60 million shares. On June 30th, the number of shares sold short was 61.1 million.
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$Hims & Hers Health(HIMS.US) What does the semiconductor drop have to do with you?
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(Video) Analyst breaks down Hims' 2030 $6.5 billion revenue model + Who is actually selling off?
In this episode of the Hims house podcast (recorded in mid-to-late June), Needham's Chief Analyst Ryan McDonald was invited. He focuses on analyzing HIMS and its related businesses, particularly delving into peptides, GLP-1 drugs, and other related fields. Ryan holds a Buy rating on HIMS with a $35 target price. The discussion covers FDA regulatory dynamics, market size, industry competition, core business assessments, and future outlook...
Hims&Himz
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(Video) Lowering drug prices and being crushed by capital, Hims founder: I survived.
The interviewee for this episode's (July 6th) podcast is Hims and Hers' co-founder and CEO Andrew Dudham. The interview revolves around the current state of the U.S. healthcare industry, the original intent and development journey behind the founding of $Hims & Hers Health(HIMS.US), the transformation of online healthcare, and the explosive growth and regulatory challenges of the GLP-1 drug market...
Hims&Himz
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Hims' peptide narrative targeted? FDA documents signal regulatory scrutiny.
In the early morning of July 11th, Beijing time, a letter sent by the U.S. PSM (Partnership for Safe Medicines, which describes itself in the document as a non-profit organization focused on patient safety and combating counterfeit and non-compliant drugs) to the FDA was disclosed. The letter urges the FDA to reject the formulation of seven peptide compounds under review. It's uncertain whether this document is the reason for Hims' crash this week, but the well-connected short sellers must have received the news in advance (the letter was sent on July 1st, Eastern Time, but only disclosed on July 10th)...
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$Hims & Hers Health(HIMS.US) Can't withstand a 30% drop, how can one enjoy a 3% rise🤮
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$Hims & Hers Health(HIMS.US) At this point, the one I'm most sorry to is my family 😭
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Hims 杜哥：Club recruitment is on!!!
$Hims & Hers Health(HIMS.US) started recruiting for peptide-related positions such as Project Manager, Peptide API Operations on July 4th. I have a question❓ The PCAC review on July 23-24 hasn't even started yet. Whether it passes or gets rejected, nobody knows. Why is Brother Du already recruiting for large-scale raw material production personnel? He's not waiting for the review results before acting, but is already taking action as if he's certain the peptide era is about to arrive...
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(Video) Hims director responds to controversy, explains investment logic
This video focuses on the long-term investment thesis of Hims & Hers. Guest David Wells, from the perspective of a former Netflix CFO, discusses Hims' potential in telemedicine, AI, wearables, weight loss business, subscription models, and consumer healthcare platformization. He believes the market may be underestimating Hims' long-term vision: it's not just an opportunistic company selling ED, hair loss, or GLP-1 weight loss products, but is attempting to integrate technology, healthcare services, and direct-to-consumer experience...
Hims&Himz
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Hims makes a big move late at night! J.P. Morgan opens a generous $400 million credit line.
Hims has secured a receivables purchase facility of up to $400 million from JPMorgan, further enhancing its cash flow capabilities and providing funding support for future business expansion. However, this is not an additional equity financing, nor is it the issuance of new debt...
Hims&Himz
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Wall Street Analysts: 503A Peptide Drugs Still Have a Chance of Approval!
Needham 分析师 Ryan MacDonald 表示，FDA 工作人员此前提出的建议 “确实有些出乎意料”，但这并不意味着最终被否决。他在 Hims 投资者社区中表示：“这并不是这件事的终点。” 他补充称，虽然目前获批概率可能略有下降，但他仍然认为最终会获得批准...
Hims&Himz
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$Hims & Hers Health(HIMS.US) (Algo Flow) — The capital flow signaled earlier than the stock price. Looking at this chart, that's almost the only conclusion that can be drawn.
While the stock price was still slowly declining, hitting a low of $30.80, the Algo Flow (algorithmic capital flow indicator) had already returned above the zero line first and continued to climb upward. This means that large capital did not wait for the stock price to confirm but started to enter the market and position in advance.
Subsequently, the stock price chased the capital flow all the way up to $34. Throughout the entire upward process, the capital flow remained at a high level without any significant pullback.
As of now, the Algo Flow has reached +2.0 million (+2.0M), hitting the highest level this week, while the stock price closed at $34.
Technically, the $32–$33 range is a key support level that the bulls need to hold.
The reason is that before this rally truly started, the capital flow had already significantly increased in this area first, indicating that this is where institutional funds were building positions and laying out in advance. If there is a pullback later, this area is likely to become an important capital absorption zone.
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$Hims & Hers Health(HIMS.US)'s stock price has started to rise, and all the bros have left...
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July FDA Peptide Meeting Update
Yesterday's document was just a preliminary opinion. The PCAC committee will provide recommendations to the FDA at the meeting, and the FDA will make a final decision after considering the PCAC's input. The FDA just added 8 new panel members, most of whom are affiliated with companies that promote or prescribe peptide products. Therefore, the committee has now effectively been "stacked" to be more inclined to give favorable recommendations for peptides. PCAC is purely advisory. Its vote is not binding. The FDA still retains the final decision-making authority. Theoretically...
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$Leverage Shares 2X Long ARM Daily ETF(ARMG.US) Is it the night market warrior today?
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Reason for the June 29th slump: The FDA just released new briefing materials for the Peptides meeting on July 23-24.
Here's a quick summary:
The FDA proposes excluding all 7 peptides from the 503A bulk drug substance list (keeping them "OFF") — this means 503A compounding pharmacies will be unable to compound BPC-157, TB-500, or other peptides under review.
This is still a preliminary proposal. The PCAC (Pharmacy Compounding Advisory Committee) will provide recommendations to the FDA at the meeting, and the FDA will make a final decision after considering the PCAC's input.
The FDA just added 8 new members, most of whom are involved in promoting or prescribing peptides. The committee now effectively has a composition "loaded with interests" that leans towards making favorable recommendations for peptides.
2. Key Points Summary
Negative regulatory stance (bearish): The FDA's current preliminary stance is very tough, proposing to exclude all 7 popular peptides like BPC-157 and TB-500 from the 503A list that allows legal compounding. This is a major obstacle for Hims, which wants to sell these products compliantly.
The game is still uncertain (potential turnaround): This policy is currently only a "preliminary proposal," not a final decision. The PCAC advisory meeting at the end of July will be a critical window, and the backgrounds of the 8 newly added members mostly support the peptide business. This means the internal dynamics of the committee could bring a reversal opportunity for the final compliance fate.$Hims & Hers Health(HIMS.US)
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$Hims & Hers Health(HIMS.US) Got completely cleaned out
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(Video) $14 Million Heavy Position! Hedge Fund Reveals Logic Behind Holding Hims
In the 71st episode of "Hims House," Jonathan Stern engaged in an in-depth conversation with hedge fund manager Ignacio Canto. Ignacio is the founder and portfolio manager of X-Square Capital, which held over 420,000 shares of Hims as of the first quarter. Canto traced his interest in the company over the years, stemming from his personal experience using the product and the professional perspective of his late father, a urologist...
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Reuters: Employers cutting weight-loss drug insurance coverage could present new growth opportunities for Hims
New York, June 25 (Reuters) — Investors and analysts say remote healthcare provider $Hims & Hers Health(HIMS.US) may benefit next year from a trend of employers stopping coverage for weight-loss drugs. These drugs include Novo Nordisk's Wegovy, Eli Lilly's Zepbound, and Foundayo, among others, as companies aim to control costs. Industry experts say the surge in usage of such drugs has driven up employers' healthcare costs. Some employers plan to inform employees in 2027...
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Last night was another day where I was knocked out by short sellers. During the trading session on the 25th, the number of Hims shares available for short selling briefly dropped to zero twice, indicating active demand from short sellers for borrowing, and the battle between bulls and bears is intensifying. I want to say: I also want to borrow shares to sell short, I also want to short myself.$Hims & Hers Health(HIMS.US)
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S![Defiance Daily Target 2X Long [SpcX] ETF](https://assets.lbkrs.com/ticker/ETF/US/SPCU.png)
$Defiance Daily Target 2X Long [SpcX] ETF(SPCU.US) When you're at a loss for words, you can only laugh :-D
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HIMS rose 24% last week, but the main institutional anchor point remains at $31. In other words, the so-called "smart money" did not follow the stock price all the way up to $35. As can be seen from the chart: there was about 9.85 million shares of dark pool volume at the $31 level; an additional approximately 11.7 million shares were added near $32 and $34; a total of about 21.5 million shares of institutional volume is concentrated in the $31–$34 range, and this range is currently about $4 lower than the current stock price of around $35. Summary: HIMS surged last week, but institutional main positions are still concentrated between $31 and $34. If the stock price can hold above $35, it suggests the uptrend may continue; if there is a pullback, first watch the $34 support level, with the more critical institutional support at $31.$Hims & Hers Health(HIMS.US)
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(Video) Bloomberg TV: Why is the peptide sector under scrutiny on the eve of the FDA meeting?
This video delves into the current state and future development of the U.S. peptide drug market. With the FDA about to hold an important meeting to review relevant policies, the peptide track is expected to achieve regulatory relaxation, driving explosive growth in market size. At the same time, peptide products lacking patent protection are causing shocks within the industry, prompting large pharmaceutical manufacturers and compounding pharmacies to reassess their market strategies. Overall, peptide drugs are at the forefront of medical innovation, and their development trends deserve continued attention.
Hims&Himz