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Investors,
Today we're bringing you another update on HIMS before their earnings after the bell on Monday, November 4th.
If you read out last report back in August and decided to buy shares, congrats, you're up ~40% in a few months! But aside from the short term win here, we have updated thoughts to share with you all.
Hims and Hers Health (HIMS) released a weight loss paper yesterday and there were some interesting takeaways about their weight loss offerings (medication kit and GLP-1s).
We felt this paper was more a marketing tool for investors and to act as a public relations reference point for the inevitable future fight with regulators/drug manufacturers.
Regardless, early patient outcomes from both the medication kit and the compounded GLP-1 offering revealed some interesting takeaways.
We’ve attached the cover page to our report, with the rest available to paid investors below the paywall for download.
Disc: We’re long HIMS.
Subscribe to Cedar Grove Capital Management to read the rest.
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