Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Forum: Aktien Thema: Hauptdiskussion

In welchem Zeithorizont sind wir bearish? Nur aktuell untergeordnet seit dem Peak am 6. Juli. Übergeordnet sind wir nicht bearish, sondern aktuell eher neutral bis leicht bullish konsolidierend.

Es ist Geduld gefragt mit HIMS. Natürlich ärgerlich für alle die grade investiert sind. Weiß nicht ob es ein Trost ist aber unabhängig von den Zahlen wäre es sowieso gefallen, spätestens nach einem Peak. Das Setup ist klar bearish. Für einen nachhaltigen Anstieg müssen wir noch ein Stück runter. Auf Hedgeberg.com haben wir uns letzte Woche Short positioniert. Aber nächstes Jahr sollten wir schon wieder Richtung ATh laufen. Also Kopf hoch

Andrew Dudum Co-Founder, Chairman & CEO Thanks, Mo. I'd like to move us to the second area of focus for today, our growing ability to do more for the people who trust us with their health and why that matters now more than ever. We can support customers across a wide spectrum of needs from beginning to end because we've spent years building an infrastructure no one else has. It's why we've been able to and will continue to enter more complex categories with more tailored, accessible solutions. This is how we support the deep customer relationships you've heard me talk about so often. Our customers are increasingly trusting us with their care across more than one condition, and each additional need they bring to the platform strengthens their trust and extends our relationship with them. We believe we are in the best position to help millions of people get proactive about more complex health challenges that often go unseen or ignored. Testosterone is a powerful example. Most men experiencing low testosterone don't know it and they chalk up symptoms to fatigue or aging. We've designed an experience that changes that, at-home blood collection, longitudinal tracking and provider-guided treatment that adapts over time. And that experience is resonating. Only three quarters after launch, testosterone is scaling faster than any other specialty outside of weight loss. That gives us real confidence in our ability to expand not only into injectable and oral TRT before the end of this year, but also to extend this model across other specialties. That's part of why we've welcomed Dr. Anant Vinjamoori as our new Chief Medical Officer of Hims, joining Dr. Pat's incredible team of medical leaders who provide our clinical backbone. Dr. Vinjamoori has more than a decade of clinical experience in internal medicine, primary care and longevity, which will be a critical part of how we build and expand our offerings in categories like hormonal health, longevity medicine and peptide therapy. His participation at the recent PCAC hearing demonstrated just how valuable and trusted his voice is among industry leaders and regulators. And his expertise will be a fundamental part of how we accelerate into our next chapter. We've developed the infrastructure to succeed in higher complexity categories, over 1 million square feet of pharmacy and lab testing facilities, deep expertise in sterile compounding and a global reach. Our verticalization efforts are focused on delivering a better, higher-quality experience at a price no one else can match, which brings me to peptides. Moments like this where a category is surging in popularity while the market is struggling to find a safe, sustainable way to support it is where our scale, infrastructure and ecosystem thrive. We are currently developing a best-in-class peptides experience, including U.S.-manufactured products, clinically led guidance and ongoing blood testing. While we wait to hear the FDA's decision on the six peptides recommended at the last month's PCAC hearing, we've started validation and stability testing on APIs for those peptides developed in our Menlo Park facility. This will ensure we can bring them to the market with a safe, verified supply chain if the FDA decides to allow them for compounding. In the meantime, we plan to offer access to already allowed peptides with safe and well-established supply chains before the end of the year. This will include solutions like sermorelin, glutathione and NAD+.

die letzten 4 Quartale war das so, davor sahen wir allerdings schon +18% und +31%

?

Katastrophe

Genau das

Kyzatrex glaub ich Ja hab das auch noch nicht gehört

Nicht ihr Hauptprodukt. Hab nur den Namen gerade nicht aufm Schirm irgendwas mit K

Unabhängig davon, ob die Zahlen gut oder schlecht sind. Hims ist jedes Mal nach den Zahlen gefallen.

Ich dachte sie würden testo schon anbieten

https://seekingalpha.com/article/4934339-hims-and-hers-health-inc-hims-q2-2026-earnings-call-transcript?position=rta_analysis_sublogic_pretestlaunch_dormant_main_0_title&utm_source=seeking_alpha&mailingid=46973992&serial=46973992.1701&utm_term=46973992.1701&messageid=2800&source=email_2800&utm_campaign=rta-stock-article&utm_medium=email

Rechne die raus und es sieht alles wieder gut aus. Trotzdem natürlich nicht schön solche außergewöhnlichen Belastungen/Rückstellungen in der Bilanz zu sehen

Hier ist der Grund für den EPS Miss: https://x.com/dr_crossroads/status/2086930087127945636?s=46

Wenn sie ihre Werbungskosten senken wären sie schon im net Profit bereit. Der Umsatz pro Nutzer ist gestiegen und das ohne Peptide und Testo. Nächstes Jahr wird vermutlich der Internationale Umsatz 5 Milliarden übertreffen/erreich. 6,5 sind für 2030 angegeben. Die Aussage war ohne Eucalyptus / Zava und Peptide. Zudem war der EPS miss Tax/ Legal Fee / Einmalabschreibungen Eucalyptus wurde im JUNI hinzugefügt … es zählt also nichtmal nen Monat und es sind 40 Millionen mehr Umsatz.

Gut ist das ja trotzdem nicht weil es wieder die Frage aufwirft ob Hims langfristig profitabel wachsen kann