文章核心观点 - 艾利利利公司推出了一种新的减肥药Zepbound,价格比Hims & Hers公司的同类产品便宜50% [3][4] - 这可能会对Hims & Hers公司的减肥业务产生一定影响,但Hims & Hers公司仍有其他优势 [5][6] - 整体来看,这一消息短期内可能会对Hims & Hers公司的股价产生一定负面影响,但长期来看不会对公司的增长造成太大影响 [7] 根据相关目录分别进行总结 艾利利利公司推出新减肥药 - 艾利利利公司将以较低的价格(每月399美元/549美元)通过其直销网站销售减肥药Zepbound [3] - 这是第一个以较低价格销售的GLP-1类减肥药,不需要使用Hims & Hers公司使用的配药豁免 [4] Hims & Hers公司的应对 - Hims & Hers公司目前销售的GLP-1类减肥药价格为每月199美元,仍比艾利利利公司的产品便宜 [6] - Hims & Hers公司不仅是一家制药公司,也是一个客户获取平台和名牌产品分销商,因此可能会选择销售艾利利利公司的产品 [5] - 即使部分客户转向艾利利利公司的产品,对Hims & Hers公司的现有销售也不会造成太大影响 [6]

文章核心观点 - Hims & Hers 公司股价自6月以来下跌30% [1] - 公司最近发布的财报显示了一些股价疲软的原因 [2] 公司业绩 - 公司今年年初表现强劲 [1] - 公司最近发布的财报显示了一些股价疲软的原因 [2] 行业动态 无相关内容

文章核心观点 - 公司在Q2报告中实现了强劲的收入增长,超出市场预期13百万美元,增长近52% [6] - 公司预计Q3收入将达到375-380百万美元,较Q1增长近100百万美元 [7] - 公司推出了复合GLP-1药物业务,为体重管理提供了新的增长动力 [7] - 公司认为即使Wegovy脱离供应短缺,其体重管理业务仍将保持持续增长 [7] 公司概况 - 公司专注于提供个性化的药物解决方案,而非简单的在线销售廉价药品 [8] - 公司订阅用户数达到186万,其中42%使用个性化产品,具有较强的护城河 [8] - 公司正在向多疾病领域拓展,解决患者的多重健康问题 [9] 财务表现 - 公司毛利率从Q4的83%下降至Q2的81%,但考虑到体重管理业务的快速增长,这一下降可以接受 [10] - 公司调整后EBITDA利润率达12.5%,并上调了全年EBITDA目标 [10] - 公司预计长期EBITDA利润率将达到20% [10] - 公司现金流充沛,Q2末现金余额达2.27亿美元,过去12个月自由现金流80百万美元 [11] - 公司定期回购股票,显示出对自身业务前景的信心 [11] 估值分析 - 公司市值仅36亿美元,但2025年收入预计达19亿美元,估值仅约2倍销售额 [11] - 按9倍正常EBITDA计算,公司股价应达41美元,较当前价格有较大上涨空间 [11][12] - 公司增长迅速且现金流良好,估值水平较低,投资者可考虑趁机增持 [13]

PM Images/DigitalVision via Getty Images Markets appear to have shaken off the fears stemming from U.S. recession talk and the unwinding of the Japan carry trade, but a number of stocks still remain well off their recent highs. Hims & Hers Health, Inc. (NYSE:HIMS), the maker and distributor of generic medicines, is one of the most notable names in this bucket. The stock has been rocked after reporting Q2 results, primarily on concerns that its revenue projections for its GLP-1 weight loss compounds are over ...

文章核心观点 - 公司在Q2'24取得了出色的业绩表现,包括收入、净利润和自由现金流等指标均大幅增长[3] - 公司的订阅用户数和人均收入(ARPC)持续增长,体现了对个性化产品的强烈需求[4][5][6][7] - 公司持续大幅增加营销投入,但占收入比重有所下降,未来有望随着品牌知名度提升而减少[11][12][13][14][15][16][17][18] - GLP-1类药品供应短缺问题仍存在不确定性,可能会对公司业务产生影响,但公司有信心通过个性化解决方案应对[19][20][21][22][23] - 基于更新的DCF估值模型,公司股价存在27%的上涨空间[24][25] 订阅用户和ARPC增长 - 公司订阅用户数从去年同期的130万增长到186.4万,增长43%[4] - 订阅用户数在过去3个月内持续增长,得益于核心业务和新推出的GLP-1产品[4] - 人均收入(ARPC)也同比增长8%,从53美元增至58美元,体现了规模效应和个性化解决方案的优势[5][6][7] 个性化产品需求持续增长 - 公司一直强调个性化解决方案的重要性,满足不同客户的需求[6] - 目前公司有4款主要产品提供10种以上的个性化方案,客户有更多选择[6] - 超过40%的订阅用户使用个性化解决方案,占比在过去两年增加近30个百分点[6][7] 营销投入和股权激励 - 公司持续大幅增加营销投入,在超级碗、NBA等广告投放,以获取新客户[11][12] - 但营销投入占收入比重呈下降趋势,未来有望随着品牌知名度提升而减少[13][14][15][16][17][18] - 公司实施了1亿美元的股票回购计划,部分抵消了股权激励导致的股东稀释[9][10] GLP-1类药品供应前景不确定 - GLP-1类药品供应短缺问题仍存在不确定性,可能会对公司业务产生影响[19][20] - 公司相信通过个性化解决方案可以应对供应短缺,但制药巨头也表示供应即将恢复正常[21][22][23] 估值分析 - 基于更新的DCF估值模型,公司股价存在27%的上涨空间[24][25] - 估值主要受WACC假设的影响,WACC为10%[25]

Wall Street is missing the forest for the trees, and the opportunity is enormous. The injectable weight loss drugs known as GLP-1 agonists have taken the world by storm. And the stocks of the companies making the drugs have crushed the market over the past couple of years. However, an industrywide shortage for the drugs opened the door for companies like Hims & Hers Health (HIMS -0.83%) to compete by offering lower-priced compounded versions mixed up by their teams. Hims & Hers stocks took flight once the c ...

A small telemedicine company just entered the weight loss race. Medications used for weight loss, such as Ozempic, Wegovy, Mounjaro, and Zepbound, are taking over the pharmaceutical industry. While Eli Lilly and Novo Nordisk are the big players in diabetes and obesity care thanks to their glucagon-like peptide-1 (GLP-1) agonists, there are a number of companies looking to dethrone the industry stalwarts. For the most part, competitors are investing hefty sums into research and development to bring their own ...

Growth is set to accelerate starting next quarter, powered by its GLP-1 offering. Although the company reported strong second-quarter results and raised its guidance, shares of Hims & Hers Health (HIMS 0.69%) slipped immediately after its earnings announcement. Nonetheless, the stock has been a strong performer this year, up over 80%. Let's take a look at the telehealth company's most recent results, and decide whether it still makes sense to buy the stock on this recent pullback. Surging revenue Hims & Her ...

Hims & Hers Health, Inc. (HIMS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned -24.7%, compared to the Zacks S&P 500 composite's -4.5% change. During this period, the Zacks Medical Info Systems industry, which Hims & Hers Health falls in, has gained 7.4%. The key question now is: What could be the stock's ...

Don't overlook the 52% growth in the second quarter. Hims & Hers (HIMS -5.38%) reported another outstanding quarter in the second quarter of 2024 as members, revenue, and net income hit all-time records. So, why did the stock drop? Travis Hoium digs into the results and what the market was looking for in this video. *Stock prices used were end-of-day prices of Aug. 6, 2024. The video was published on Aug. 6, 2024. ...