Hims: The Platform Powering Personalised Healthcare

Update: Still Compelling, but Caution Warranted After Novo Nordisk Fallout Hims & Hers Health (HIMS) has been one of the most impressive growth stories in public markets, but recent developments have introduced material uncertainty in the medium term. While I remain confident in the long-term thesis, I’m becoming more cautious as regulatory tensions begin to affect execution.

Short Interest Hits All-Time High for HIMS As of May 15th, over 32% of HIMS' float is shorted , marking a new record. HIMS remains the most shorted stock in the US market!