HIMS Commentator
TSLL Gain Hunter(Video) Professional investor holding for 5 years: Why didn't I sell a single share during the HIMS crash?
In the 59th episode of "Hims House," Jonathan Stern invited Raul Shah, the founder and CEO of DocShah Financial and a long-term HIMS shareholder, to discuss HIMS's latest cooperation agreement with Novo Nordisk.$Hims & Hers Health(HIMS.US)
They dissected the terms of the deal in detail and discussed why Raul believes the cooperation eliminates the biggest legal and regulatory uncertainties, revalidates HIMS's platform business logic, and what benefits each party can gain from the deal.
On this basis, they further:
- Examined the main short theses in the market one by one
- Discussed the impact of the cooperation on profit margins
- Analyzed the possibility of more large pharmaceutical company collaborations in the future
- Explored the balance between share repurchases and equity dilution
- Evaluated the market opportunity for peptides
- And deduced the company's long-term valuation logic.
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