Daily Ideas·Analysis·HIMS·2026年2月7日

The Hassle Around $HIMS Explained + My Opinion

Investor in Misunderstood Companies
Substack

The article explains the controversy surrounding Hims & Hers Health's attempt to offer a compounded version of oral semaglutide after the official shortage was declared over. The author details the timeline, the science behind oral semaglutide (SNAC technology), the legal and regulatory risks HIMS faced, and their eventual decision to stop offering the product. The author concludes by stating they are holding their position, neither buying nor selling, as they see the decision to stop as a positive development, even though the initial move was questionable.

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