The creator suggests that Hims & Hers is potentially underpriced due to regulatory risks associated with their compounded versions of GLP-1 drugs.
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A Stock a Day Until I Can Quit My Job: Day 13
Jul 3, 2025
This reel discusses Novo Nordisk (NVO) and its role in the GLP-1 drug market, highlighting competition from Eli Lilly and the challenges faced by telehealth providers like Hims & Hers. The creator notes NVO's stock performance, revenue trends, and regulatory risks, ultimately suggesting that Hims & Hers might be undervalued due to regulatory concerns.
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Novo Nordisk's stock has dropped over 50% in the last year, losing its title as Europe's largest company, with recent revenue dips feeding market concerns, though the valuation is considered attractive.
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