Episode 7 (Part 2): Hims & Hers—Why the Short-Sellers Are Dead Wrong About Hims & Hers
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Episode 7 (Part 2): Hims & Hers—Why the Short-Sellers Are Dead Wrong About Hims & Hers
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About this listen
Following a recent stock dip on a minor Q2 earnings miss, the bear case against Hims & Hers ($HIMS) has grown louder, with short-sellers claiming the company's entire weight-loss strategy is a ticking time bomb operating in a dangerous legal gray area. However, this narrative crumbles under scrutiny. In our new podcast episode, we dismantle this flawed argument by revealing how the bears are betting against a regulatory dream team, which includes former top executives from the FDA and Pfizer, and even the ex-CEO of Novo Nordisk on their board—professionals who would not risk their careers on a reckless scheme. Furthermore, the claim of dependency on one product is demonstrably false, as Hims is executing a diversified strategy that includes a booming $100 million oral weight-loss business and a proactive pivot to an FDA-approved generic GLP-1. While the shorts focus on short-term noise, they are completely missing the company's multi-year roadmap, which features game-changing catalysts like at-home lab testing and an AI-powered superapp.