Weighing HIMS GLP-1 Trends, NVO Partnership & Other
Thursday, Aug 7, 2025

Weighing HIMS GLP-1 Trends, NVO Partnership & Other Businesses


Weighing HIMS GLP-1 Trends, NVO Partnership & Other Businesses


Michael Cherny sees opportunity for Hims & Hers (HIMS), as long as it can overcome headwinds facing its non-weight loss businesses. He argues the stock hasn't traded on fundamentals and weighs heavily on its GLP-1 drugs sales. As for the company's partnership with Novo Nordisk (NVO), he says it was "so short-term" that Hims didn't benefit from it.

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