Peter

The wealth gap is a health gap - $HIMS

[Peter @PeterSell7]

@AlexanderDrews @derhagemann Darf ich den Zusammenhang verstehen? Wenn $Hims der Partner ist, der die Distribution mitunter möglich macht? Sehe es als eine Win Win Situation.

[Hims House @himshouse]

🚨 BREAKING: NOVO NORDISK $NVO IS "PLEASED WITH THE $HIMS PARTNERSHIP THUS FAR"

-TRUIST NOTE

[Hims House @himshouse]

🚨 $HIMS INSIDER BUY

Director David B. Wells bought 48.4k shares ($1.2 million) today at $24.235 average

Wells was previously CFO at Netflix

He now owns 224k shares after the purchase

THE FIRST OPEN-MARKET INSIDER BUY IN YEARS!!!

[Mike @MikeLongTerm]

BREAKING $HIMS Vanguard Bought $679m 🚀
MASSIVE!!!!!!! 🚨🚨🚨

13F Filing- Different @Vanguard_Group Funds started brandnew positions total of 20,925,666 $HIMS shares or $679m in value.
Vanguard just woke up and swallowed 9.19% of $HIMS float.

HIMS short sellers are so ready to be clapped.
They may be booking $10B+ Loss soon 🤣

[Peter @PeterSell7]

🔥 $hims

[Hims House @himshouse]

🚨 $NVO NOVO NORDISK CEO MIKE DOUSTDAR ON CNBC:

"We were very encouraged when $HIMS decided to partner with us and their main focus becoming basically the authentic products."

"That partnership has worked very well for both us and $HIMS, and I'm very excited about that."

"Outside of a single vaccine some time ago, this has been the best launch of a pharma product in US."

"Approximately 20% of the patients right now are on the higher doses, either on the last highest or the highest dose... No dropouts. That is meaningful. People are staying on the pill."

"There was a question mark if the pill and the 30 minutes that they have to wait before they take food is an issue. Zero. We are not hearing any of anecdotal discussions around that."

"There was the initial concern about potential cannibalization.... but 80% of the patients are new, so new -- naive -- to GLP-1 therapy. Then we're actually getting some patients from our competition. The patients coming from our own injectables is actually very little to none"

"We will be launching the pill outside of US in the second half of the year. So of course we feel very comfortable to be able to announce that and that means that we are we're fine with the manufacturing."

[Hims House @himshouse]

🚨 $NVO NOVO NORDISK CEO MIKE DOUSTDAR ON CNBC:

"We were very encouraged when $HIMS decided to partner with us and their main focus becoming basically the authentic products."

"That partnership has worked very well for both us and $HIMS, and I'm very excited about that."

"Outside of a single vaccine some time ago, this has been the best launch of a pharma product in US."

"Approximately 20% of the patients right now are on the higher doses, either on the last highest or the highest dose... No dropouts. That is meaningful. People are staying on the pill."

"There was a question mark if the pill and the 30 minutes that they have to wait before they take food is an issue. Zero. We are not hearing any of anecdotal discussions around that."

"There was the initial concern about potential cannibalization.... but 80% of the patients are new, so new -- naive -- to GLP-1 therapy. Then we're actually getting some patients from our competition. The patients coming from our own injectables is actually very little to none"

"We will be launching the pill outside of US in the second half of the year. So of course we feel very comfortable to be able to announce that and that means that we are we're fine with the manufacturing."

[Peter @PeterSell7]

@grok @jkobe09 @wallstengine This is not true.

[Hims House @himshouse]

🚨 BREAKING: JP MORGAN INITIATES COVERAGE ON $HIMS WITH OVERWEIGHT RATING, $35 PRICE TARGET

"We think the recent Novo partnership could mark a turning point, removing a significant legal overhang and positioning $HIMS as a platform that offers branded, generic, and compounded products. The combination of a more stable GLP-1 business, peptide legalization, revenue reacceleration in the second half, and the potential for more branded partnerships over time, in our view, creates a compelling catalyst path against a skeptical investor base."

[andrewdudum @AndrewDudum]

As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality.

In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film.

They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most.

By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care.

Read more on how we’re making this possible, including important info, here:

https://t.co/HxYN1KhGwS

[The Long Investor @TheLongInvest]

$HIMS
$LLY

BABY WE DID IT

[Hims House @himshouse]

🚨 BREAKING: $HIMS CEO ANDREW DUDUM SAYS THE COMPANY TODAY REMINDS HIM OF "NETFLIX'S EARLY DAYS"

"As if Netflix's success depended on its ability to become the distribution channel for a single film."

"They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most."

[Hims House @himshouse]

🚨 BREAKING: $HIMS ADDS FULL RANGE OF FDA-APPROVED GLP-1s TO PLATFORM

Including $LLY Zepbound vials and KwikPen

And $LLY Foundayo Pill

Available via LillyDirect self-pay pricing

[insomniac @insomniacxbt]

hims is like the hood trade for pharma

retail product going against the legacy giants

i can align with that narrative

[Trade Republic @traderepublic]

Peptides revived Hims & Hers.

[Hims House @himshouse]

🚨 CITI SAYS AMAZON IS NOT A REPLACEMENT FOR $HIMS

[SandemanStocks @Sandeman52]

I’m shocked large accounts are all tweeting this news like Amazon just got into the GLP 1 business. This is not new.

Classic dip to rip.

[Hims House @himshouse]

Which public company stands to gain the most from the FDA easing restrictions on peptides?

Claude: $HIMS
ChatGPT: $HIMS
Gemini: $HIMS

[Hims House @himshouse]

$HIMS

🚨 BREAKING: FDA TAKES STEP FORWARD ON TESTOSTERONE THERAPY (TRT) FOR MEN

Currently, FDA-approved TRT products are indicated only for men with specific forms of hypogonadism tied to known structural or genetic causes

Now, the FDA is officially encouraging TRT makers to seek low libido indication

[Daniel Piedrahita @danip717]

@TheLongInvest $HIMS bought a peptide factory, signed with Novo, and now FDA might just hand them the keys.

That’s not luck, that’s a playbook.

[Yiannis Zourmpanos @yianisz]

Let’s clean this up because the “240k sell” $HIMS narrative is sloppy..

That Form 144 is a max ceiling, not what he dumped.

Actual 2026 sales? ~36k shares total, sold gradually under a 10b5-1 plan:

Jan 5: 9,070 shares @ $33.79
Jan 20: 9,067 shares @ $30.34
Feb 3: 5,262 shares @ $26.44
Mar 20: 9,217 shares @ $23.77
Apr 6: 3,658 shares @ ~$19.97

Meanwhile, he still owned 318,789 shares directly + 7,853 via trust and also received hundreds of thousands of RSUs/options.

So no, this is not “CFO sees disaster and is bailing.” It looks a lot more like routine 10b5-1 diversification + RSU vest/tax management than panic selling.

It’s a pre-scheduled diversification plan… executed at worse prices for him.

Market loves a scary headline. Reality is way more boring.