The Ledger
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Hims bends rules because GLP-1 cash outweighs risks, says Hays
“Yes, of course they're bending the rules around compounding and like, but they seem to be okay with that risk appetite because they're printing so much cash off of this that they're like, it's one of those situations where they're like, even if we get, you kno…”
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
Coogan: Hims Might Be Most Successful DTC Company Beside Chewy
“At ten billion dollars, it might be literally the most successful DTC company other than maybe Chewy to come out, but even that's more of an e-commerce platform.”
Coogan: Telehealth compounding stretches regulations meant for local pharmacies
“Compounding pharmacy regulations were written for, hey, your town might have a local pharmacist, and in a shortage, you should be able to walk down to the pharmacy, and they should be able to make you know, something that they can't otherwise buy, and then thi…”
Coogan: Hims & Hers drops record 32% after Novo Nordisk split
“News that the deal was scrapped weighed heavily on Hims and Herb's shares, sending them down 32% in afternoon trading in what would be the largest decline for the stock on record. Novo Nordisk's shares were down nearly six percent in New York.”