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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.
10.30.24 - CGCM - Hims and Hers Health (HIMS) Oct'24 White Paper Report.pdf
683.60 KB • PDF File
Paul Cerro | Cedar Grove Capital
Disclaimer: All information provided herein by Cedar Grove Capital Management, LLC (“Cedar Grove Capital”) is for informational purposes only and does not constitute investment advice or an offer or solicitation to buy or sell an interest in a private fund or any other security. An offer or solicitation of an investment in a private fund will only be made to accredited investors pursuant to a private placement memorandum and associated documents.
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