HIMS News
Latest updates and analysis for Hims & Hers Health, Inc.
R40 Coverage
HIMS Perfect Storm: FDA, DOJ, and Novo Nordisk Close In — Stock Down 75% From Highs
Hims & Hers faces a triple regulatory and legal assault. FDA crackdown, DOJ criminal referral, and now a Novo Nordisk patent lawsuit have cratered the stock from $68 to $17 in weeks. We break down the compounding threats.
HHS Refers Hims to DOJ for GLP-1 Drug Investigation
HHS refers Hims & Hers to the Department of Justice over potential violations related to compounded GLP-1 weight-loss drugs. Here's what we know and what it means.
HIMS Enters Cancer Diagnostics with $250 Galleri Test
Hims & Hers launches the Galleri multi-cancer early detection test at 74% off list price. Here's what it means for the stock.
Hims Launches $99 GLP-1 Pill, Undercuts Novo Nordisk by 90%
Hims debuts compounded oral semaglutide at $49-99/month vs $936+ for branded. But without Novo's patented SNAC absorption tech, critics call it a 'waste of $49.' The science and market implications.
FDA Reversal on Semaglutide Pill Compounds: What It Means for HIMS
The FDA's sudden reversal on compounded semaglutide pills creates new uncertainty for Hims & Hers Health's GLP-1 business.
February 2026
HHS refers Hims to DOJ for GLP-1 investigation
HHS General Counsel announces referral to DOJ over potential FD&C Act violations related to compounded GLP-1 drugs. Stock down ~2%. No charges filed yet.
FDA to restrict GLP-1 compounding, names Hims
FDA announces intent to restrict GLP-1 active ingredients for non-approved compounded drugs, explicitly naming Hims as a mass-marketer.
Hims CFO Exercises Options and Sells Shares
CFO Oluyemi Okupe exercised 5,262 stock options and sold equivalent Class A shares. Routine insider activity valued at ~$140K, no red flags noted.
Hims & Hers to Announce Q4 and FY 2025 Results on February 23
Earnings release scheduled for February 23, 2026 after market close. Analysts anticipate ~$2B revenue for FY 2025, focus on subscriber growth (~2M) and profitability.