HIMS News
R40 coverage and dated third-party headlines for Hims & Hers Health, Inc. (HIMS).
R40 Coverage
We Covered Hims Four Times in Eight Days, Then Went Quiet for Six Months. It Reports Monday.
In February we published four pieces on Hims & Hers in eight days — an FDA reversal, a DOJ referral, a Novo Nordisk lawsuit, a stock down 75% — and then nothing. Ahead of the August 3 print, here is what the numbers did in the meantime, and an honest account of which questions we still cannot answer.
HIMS Perfect Storm: FDA, DOJ, and Novo Nordisk Close In — Stock Down 75% From Highs
Hims & Hers faces a triple regulatory and legal assault. FDA crackdown, DOJ criminal referral, and now a Novo Nordisk patent lawsuit have cratered the stock from $68 to $17 in weeks. We break down the compounding threats.
HHS Refers Hims to DOJ for GLP-1 Drug Investigation
HHS refers Hims & Hers to the Department of Justice over potential violations related to compounded GLP-1 weight-loss drugs. Here's what we know and what it means.
HIMS Enters Cancer Diagnostics with $250 Galleri Test
Hims & Hers launches the Galleri multi-cancer early detection test at 74% off list price. Here's what it means for the stock.
Hims Launches $99 GLP-1 Pill, Undercuts Novo Nordisk by 90%
Hims debuts compounded oral semaglutide at $49-99/month vs $936+ for branded. But without Novo's patented SNAC absorption tech, critics call it a 'waste of $49.' The science and market implications.
FDA Reversal on Semaglutide Pill Compounds: What It Means for HIMS
The FDA's sudden reversal on compounded semaglutide pills creates new uncertainty for Hims & Hers Health's GLP-1 business.
February 2026
FDA to restrict GLP-1 compounding, names Hims
FDA announces intent to restrict GLP-1 active ingredients for non-approved compounded drugs, explicitly naming Hims as a mass-marketer.
HHS refers Hims to DOJ for GLP-1 investigation
HHS General Counsel announces referral to DOJ over potential FD&C Act violations related to compounded GLP-1 drugs. Stock down ~2%. No charges filed yet.
Hims CFO Exercises Options and Sells Shares
CFO Oluyemi Okupe exercised 5,262 stock options and sold equivalent Class A shares. Routine insider activity valued at ~$140K, no red flags noted.
Hims & Hers to Announce Q4 and FY 2025 Results on February 23
Earnings release scheduled for February 23, 2026 after market close. Analysts anticipate ~$2B revenue for FY 2025, focus on subscriber growth (~2M) and profitability.