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12.05.26 - 14:33
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HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook (ZeroHedge)
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HIMS Shares Plunge As Pivot To Branded GLP-1s Weighs On Outlook
Hims & Hers shares tumbled in premarket trading in New York, the most in three months, after the company posted a first-quarter loss and revenue that missed analyst estimates tracked by Bloomberg, as costs rose amid a massive pivot from selling copycat GLP-1 drugs toward branded obesity drugs from Novo Nordisk and Eli Lilly.
Revenue for the first quarter came in at $608 million versus the $617.5 million Bloomberg Consensus estimate, while the telehealth firm swung to a loss of 40 cents a share from a 20-cent profit a year earlier.
HIMS recorded $33.5 million in restructuring charges, including inventory write-downs and transition costs.
"This was an incredibly valuable transition," HIMS CEO Andrew Dudum told analysts on an earnings call. "We are seeing adoption and weight-loss near-record levels, even beyond the demand we saw following this year's New Year's and Super Bowl campaigns."
Here's a snapshot o...
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06.05.26 - 08:51
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Novo Nordisk: Starker Jahresstart – Aktie zieht deutlich an (Der Aktionaer)
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Novo Nordisk startet mit Rückenwind ins Jahr und hebt nach einem überraschend starken ersten Quartal die Prognose leicht an. Ausschlaggebend sind bessere Aussichten im wichtigen Markt für Abnehmprodukte. Besonders die neue Schlankheitspille, die erst vor Kurzem in den USA eingeführt wurde, entwickelt sich laut Konzern äußerst dynamisch... --- Unter dem Strich präsentierte Novo Nordisk durchaus starke Zahlen. Der Umsatz kletterte inklusive positiver Währungseffekte und der Auflösung bestimmter Rückstellungen im US-Geschäft um 24 Prozent auf 96,8 Milliarden Dänische Kronen. Der operative Gewinn sprang um 54 Prozent auf 59,6 Milliarden Kronen nach oben. Auch der Nettogewinn lag mit knapp 49 Milliarden Kronen deutlich über den Erwartungen der Analysten..
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06.05.26 - 08:24
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Novo Raises Forecast as Wegovy Pill Fuels Sales (Bloomberg)
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Novo Nordisk A/S said this year's declines won't be as bad as initially expected thanks to the new Wegovy pill, which helped fuel sales in the first quarter. For the year, the worst drop for both profit and sales will be 12%, compared with 13% earlier. Bloomberg's Sanne Wass reports from Copenhagen....
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09.04.26 - 09:31
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India′s Generic Copies Dent Eli Lilly′s Sales (Bloomberg)
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The flood of cheap copies of Novo Nordisk A/S' blockbuster drug semaglutide in India is already reshaping the country's fast-growing obesity market, cutting into Eli Lilly & Co.'s early lead and offering a first real test of how Novo may fare as its patents expire worldwide....
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