Hims(HIMS)
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Compounded Drug Drama: Hims, Hers, Or Theirs?
Seeking Alpha· 2026-02-09 12:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Precious metals and crypto to the labor market and $1T club! Dive into the latest hot themes in the SA Sentiment Survey for February, which explores the investing decisions of the Seeking Alpha community. Click here to take the poll and don't forget to share your thoughts in the WSB comments section. Good morning! Here's the latest in trending:Seahawks prevail: The Super ...
Novo Nordisk sues Hims & Hers over patent infringement
Reuters· 2026-02-09 12:08
Core Viewpoint - Novo Nordisk has initiated legal action against U.S. telehealth company Hims & Hers, alleging patent infringement [1] Company Summary - Novo Nordisk is a Danish pharmaceutical company known for its focus on diabetes care and other chronic conditions [1] - Hims & Hers is a telehealth company based in the U.S. that provides various health services, including prescription medications [1]
Novo Nordisk sues Hims & Hers over cheaper copycat versions of Wegovy pill, injections
CNBC· 2026-02-09 12:00
Core Viewpoint - Novo Nordisk is suing Hims & Hers for marketing unapproved copies of its Wegovy obesity drug, claiming it deceives patients and poses health risks due to lack of regulatory verification [1][2][7]. Group 1: Legal Actions and Claims - Novo is seeking a permanent ban on Hims from selling compounded versions of its drugs that infringe on patents and is pursuing damages [2]. - Hims announced it would stop offering its copycat obesity pill after facing scrutiny from regulators and legal threats from Novo [3]. - The FDA plans to take legal action against Hims, including restricting access to ingredients and referring the company to the Department of Justice for potential violations [8]. Group 2: Market Context and Competition - The lawsuit occurs as Novo aims to reclaim market share in the growing obesity drug market, facing competition from Eli Lilly and compounded alternatives [4]. - Novo has increased manufacturing capacity, eliminating shortages of semaglutide, the active ingredient in Wegovy, which has seen a successful launch since January [5]. - Despite the lack of shortages, an estimated 1.5 million Americans are using compounded GLP-1 drugs, indicating a significant market for alternatives [5]. Group 3: Regulatory and Safety Concerns - Hims claims its compounded products are legal due to personalized dosages, despite semaglutide being protected by U.S. patents until 2032 [6]. - Novo argues that Hims is engaging in illegal mass compounding, undermining safety and efficacy standards established by the FDA [7]. - The aggressive legal actions by Novo and Lilly against compounding pharmacies reflect the rising popularity of their weight loss and diabetes drugs [9].
Wall Street Breakfast Podcast: HIMS Loses Weight In Premarket Trade
Seeking Alpha· 2026-02-09 12:00
Group 1: Hims & Hers Health (HIMS) - Hims & Hers Health announced it will stop offering a compounded version of Novo Nordisk's Wegovy pill due to pressure from Novo and increased FDA scrutiny [3][4] - Following this announcement, HIMS shares fell by 15% in premarket trading [2] Group 2: Samsung Electronics (SSNLF) - Samsung Electronics' shares rose by 6.4% after reports of imminent mass production of HBM4 memory chips, which are essential for AI infrastructure [4] - The company plans to ship these semiconductors to Nvidia as early as the third week of February [5] Group 3: Luckin Coffee (LKNCY) - Luckin Coffee inaugurated its 30,000th store, marking a shift towards targeting Starbucks' premium market with its first flagship store in Shenzhen [5][6] - The flagship store features higher-priced offerings compared to typical Luckin products, with a focus on pour-over and cold brew coffee drinks [7] - This store also represents Luckin's first use of high-end semi-automatic coffee machines [7]
Novo Nordisk takes legal action against Hims & Hers to protect patients from unsafe, knock-off Wegovy® and Ozempic®
Globenewswire· 2026-02-09 11:59
Hims & Hers unlawfully mass markets unapproved versions of Novo Nordisk’s FDA-approved semaglutide medicines, deceiving patients and putting their health at riskNovo Nordisk takes decisive legal action to stop Hims’ illegal conduct, protect public health, and defend the scientific innovations that deliver better health outcomes to Americans living with serious chronic diseases like obesity and diabetesNovo Nordisk is asking the court to permanently ban Hims from selling unapproved, compounded drugs that inf ...
Hims & Hers Stock Plunges 15%. Why Losing the Novo Wegovy Battle Is a Blow.
Barrons· 2026-02-09 10:11
Core Viewpoint - Heightened regulatory scrutiny poses a significant challenge for the online drug retailer, which has recently abandoned its plans for a Wegovy copycat product [1] Group 1 - The online drug retailer is facing increased regulatory scrutiny that could impact its operations and market position [1] - The decision to shelve the Wegovy copycat plan indicates potential difficulties in navigating the regulatory landscape [1]
Novo Nordisk Shares Jump After Hims & Hers Scraps Plan For Copycat Weight-Loss Pill
WSJ· 2026-02-09 09:40
Group 1 - The telehealth provider has decided to discontinue access to a compounded version of Wegovy due to legal threats from Novo Nordisk [1]
美股异动丨Hims & Her下架仿制减肥药,诺和诺德盘前涨6.6%
Ge Long Hui· 2026-02-09 09:18
消息面上,远程医疗企业Hims & Hers Health宣布下架售价49美元的仿制减肥药。Hims & Hers于上周四 宣布推出该仿制减肥药,其售价较诺和诺德的Wegovy便宜约100美元。随后,诺和诺德发声明称,非法 Wegovy复方制剂风险巨大,将对Hims&Hers采取法律行动;美国食品药品监督管理局亦对其发出警 告。Hims & Hers表示,自从在平台上推出仿制减肥药司美格鲁肽药丸以来,公司已与整个行业的利益 持份者进行建设性的对话,目前已决定停止提供相关的治疗。(格隆汇) 诺和诺德(NVO.US)盘前涨6.6%,报50.79美元。Hims & Hers Health(HIMS.US)盘前跌近14%,报19.81美 元。 ...
Novo Nordisk surges as Hims & Hers pulls copycat pill
Youtube· 2026-02-09 09:13
huge moves every time you have any news on on that stock and that's really interesting. It moved already 5% on Friday when the FDA commissioner signal a crackdown on unauthorized uh compounded GLP1 medications, you know, an extra 8% this morning. So big moves there.Of course, it's very important because the appeal is crucial for Novonis. We know they've been facing tough competition. Uh also um they announced this guidance that disappointed investors last week.They see the sales down between five and 13% in ...
European Markets Gain on M&A, Pharma News; Japan Forms Coalition
Stock Market News· 2026-02-09 08:38
Key TakeawaysA consortium led by Advent International and FedEx (FDX) has agreed to acquire Polish parcel-delivery firm InPost (INPST) for €7.8 billion ($9.22 billion), representing a 50% premium per share.Novo Nordisk (NVO) shares surged 8.6% after Hims & Hers Health Inc. (HIMS) scrapped plans for a copycat version of its popular weight-loss drug, Wegovy, following regulatory and legal pressures.UniCredit (UCG) announced plans to return €50 billion to investors over five years, sending its shares up 3.9%.J ...