Neil @NeilcLin
Portland, OR Joined December 2014-
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My latest article on HIMS: neillin.substack.com/p/the-moment-t… @himshouse,@BaysideGrowth ,
Comment from Mizuho's Jared Holz around 2:00. youtu.be/jOlG3Q1hRUs?si…
Comment from Mizuho's Jared Holz around 2:00. youtu.be/jOlG3Q1hRUs?si…
$HIMS @wearehims @AndrewDudum If you are a HIMS customer and rely on affordable weight-loss medications, consider sending your local political representatives an email asking for their support of compounded GLP-1 medications. [Your Name] [Your Address] [City, State, ZIP Code]…
It's tempting to think of all off-brand Ozempic as bad, but the reality is a lot murkier. Amid all the dangerous counterfeit drugs, there are also many legal dupes—and they aren't going away anytime soon. My latest for @TheAtlantic: theatlantic.com/health/archive…
$HIMS @wearehims @AndrewDudum In the recent "All-In" podcast, Eli Lilly CEO Dave Ricks talked about the company's advancements in tackling obesity and diabetes with their GLP-1 medications. While his insights are impressive, they also highlight how Hims & Hers is stealing the…
Will the market understand how positive this is for $hims ? 🤗🔥 globenewswire.com/news-release/2…
$hims Chevron doctrine !!! The reason why Mr. dudum is so optimistic about GLP compounding? Partial disempowerment of the FDA imminent, Congress and the courts gain more influence 🤗 hmpgloballearningnetwork.com/site/frmc/blog…
Should I bring $HIMS CEO @AndrewDudum on the pod? Andrew, would love to have you on and learn more about the great work you guys do!
In the US, even having health insurance doesn’t mean access to the care you need. As more individuals qualify for these costly medications, plans are more likely to decline to cover them because healthcare incentives in the US are based on cost, not outcomes. This backwards way…
Eli Lilly Sues to Block FDA Interpretation of Biological Product. $LLY, $NVO, $HIMS news.bloomberglaw.com/health-law-and…
It’s more like HIMS is serving the patients that NVO/LLY are unable/unwilling to serve (pricing/the need for personalized dosage). HIMS is not really a direct competition. Also, NVO/LLY invented the drug after all.
It’s more like HIMS is serving the patients that NVO/LLY are unable/unwilling to serve (pricing/the need for personalized dosage). HIMS is not really a direct competition. Also, NVO/LLY invented the drug after all.
Well, if Lilly's CEO also said compounding "is legal in a sense", it does not look like a high likelihood that $HIMS will be sued into the ground. LLY's earning call on 8/8/2024:
Well, if Lilly's CEO also said compounding "is legal in a sense", it does not look like a high likelihood that $HIMS will be sued into the ground. LLY's earning call on 8/8/2024: https://t.co/wl3nTIj6qv
The Novo Senate Hearing on 9/24/2024 is Deja Vu all over again. The high cost burden of weight loss drug to the healthcare system is very similar to Sovaldi, a drug for Hepatitis C. @AndrewDudum @alc2022 @mvcinvesting @westcort1 @wearehims @riyadosofian congress.gov/event/113th-co…
The Novo Senate Hearing on 9/24/2024 is Deja Vu all over again. The high cost burden of weight loss drug to the healthcare system is very similar to Sovaldi, a drug for Hepatitis C. @AndrewDudum @alc2022 @mvcinvesting @westcort1 @wearehims @riyadosofian congress.gov/event/113th-co… https://t.co/pIFp084BTP
$HIMS Revenue growth now expected to accelerate further in Q3 (+68%) and Q4 (+73%). And this is just based on the high end of management’s guidance. They have a history of sandbagging so actual results should be slightly better. Wild.
It should alarm every American citizen that the sitting President of the United States, who has opened our border to over 9 million illegals, just announced that he would veto our bill to prevent noncitizens from voting.
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