美股就算升勢
中間個pullback drawdown 都可以成日大過50%
要坐得住50% drawdown係好難
要坐得住仲要升得返仲難
HIMS 他的討論區（2）
財經台韭菜
690 回覆
5 Like
2 Dislike
第 1 頁第 2 頁第 3 頁第 4 頁第 5 頁第 6 頁第 7 頁第 8 頁第 9 頁第 10 頁第 11 頁第 12 頁第 13 頁第 14 頁第 15 頁第 16 頁第 17 頁第 18 頁第 19 頁第 20 頁第 21 頁第 22 頁第 23 頁第 24 頁第 25 頁第 26 頁第 27 頁第 28 頁
妖 又唔講
16開左倉
11加倉
之後等20以上
11加倉
之後等20以上
Aug 6 (Reuters) - Two more doses of Novo Nordisk's (NOVOb.CO), opens new tab weight-loss drug, Wegovy, is now available, the U.S. Food and Drug Administration's updated shortages list showed on Tuesday.
Several doses of Novo's GLP-1 therapies such as diabetes drug Ozempic and Wegovy, both chemically known as semaglutide, have been on the U.S. health regulator's shortage list since early 2022.
According to the FDA's website, Wegovy's smallest dose of 0.25 milligram (mg) is listed under limited availability, while all other doses are listed as available. All doses of Ozempic are available in the United States.
Novo Nordisk said late Tuesday that four of the five dose strengths of WeGovy are now available in the United States, but the company will continue to manage shipments of the drug's initial dose of 0.25 milligram (mg).
Surging demand for therapies such as Wegovy and Ozempic has led the Danish drugmaker to ramp up supply. Eli Lilly (LLY.N), opens new tab, which makes rival drugs Mounjaro and Zepbound, has invested billions of dollars in boosting their production of these drugs.
Last week, all doses of Lilly's weight-loss drug Zepbound and diabetes drug Mounjaro were listed as available on the drug shortages list.
Originally developed for diabetes, GLP-1 therapies have shown to reduce weight by up to 20% in trials. Some analysts estimate that the market for these therapies could hit $150 billion in revenue by the early 2030s.
Several doses of Novo's GLP-1 therapies such as diabetes drug Ozempic and Wegovy, both chemically known as semaglutide, have been on the U.S. health regulator's shortage list since early 2022.
According to the FDA's website, Wegovy's smallest dose of 0.25 milligram (mg) is listed under limited availability, while all other doses are listed as available. All doses of Ozempic are available in the United States.
Novo Nordisk said late Tuesday that four of the five dose strengths of WeGovy are now available in the United States, but the company will continue to manage shipments of the drug's initial dose of 0.25 milligram (mg).
Surging demand for therapies such as Wegovy and Ozempic has led the Danish drugmaker to ramp up supply. Eli Lilly (LLY.N), opens new tab, which makes rival drugs Mounjaro and Zepbound, has invested billions of dollars in boosting their production of these drugs.
Last week, all doses of Lilly's weight-loss drug Zepbound and diabetes drug Mounjaro were listed as available on the drug shortages list.
Originally developed for diabetes, GLP-1 therapies have shown to reduce weight by up to 20% in trials. Some analysts estimate that the market for these therapies could hit $150 billion in revenue by the early 2030s.
仲有0.25mg可以賣，其他理論上可以賣多60日，Hims而家嘅主張靠personalisation透過compounding exemption繼續賣，但股價反應應該假設未來glp-1營收為0，然後本業嘅valuation 接近史低。
總之無glp-1 就係垃圾
Q2已經見到營收成長重新加速，Q3 Q4應該會繼續，財報前可以check高頻數據。到25年會出現顯著營運槓桿，獲利出現爆發性成長，到時市場需要大幅修正預期，sellside 會大幅調高25年成長率預期，修正marketing支出比例。目前HIMS嘅劇本係咁
unit economics 不斷改善，HIMS而家係2019年嘅TSLA
係就快, 我D CALL就黎頂唔住
會唔會有一日上到3位數字
收購間嘢唔計debt咩 都要用錢買架
買左leap call?
係
sorry 睇漏左 上一題當我無問
你覺得用personalisation黎規避法律責任嘅risk有幾大
你覺得用personalisation黎規避法律責任嘅risk有幾大
波幅大到要心臟好強先買得
我都有一堆LEAPS，升嗰陣成個倉火箭升咁上，跌嗰陣free fall咁跌
21年只有少量正股，不過對呢間公司真係愈嚟愈有信心，22年暴跌嗰陣開始不斷買LEAPS去溝，就到期就roll，hold咗兩年啲call已經升到佔我個倉最大部位，25年應該係收成期
21年只有少量正股，不過對呢間公司真係愈嚟愈有信心，22年暴跌嗰陣開始不斷買LEAPS去溝，就到期就roll，hold咗兩年啲call已經升到佔我個倉最大部位，25年應該係收成期
睇住50先
波幅大到要心臟好強先買得我都有一堆LEAPS，升嗰陣成個倉火箭升咁上，跌嗰陣free fall咁跌
21年只有少量正股，不過對呢間公司真係愈嚟愈有信心，22年暴跌嗰陣開始不斷買LEAPS去溝，就到期就roll，hold咗兩年啲call已經升到佔我個倉最大部位，25年應該係收成期
咁多
忍住唔開app
一堆
用股票+cash買，過去HIMS投資一向好有紀律，過去幾年都係zero debt，真係冇必要擔心。而且收購藥廠有必要性，最近啲藥賣到缺貨需要確保貨源穩定，間廠唔只係生產glp-1，仲會生產其他藥。
，真係冇必要擔心。而且收購藥廠有必要性，最近啲藥賣到缺貨需要確保貨源穩定，間廠唔只係生產glp-1，仲會生產其他藥。