HIMS 他的討論區（2）

估錯左 今次竟然唔關減肥藥事

me 20入咗 call

樓豬有料，跌到20先入貨，一入就後彈

(其實只係睇50MA)

28賣晒19.3入返

fat fat，me 28賣call 入正股， 跌到20賣正股入返call

差唔多食到盡

大跌先玩呢隻
上星期五20.3蚊孖1.6倍倉沖入去
跌到19個幾有啲震
好彩今日大彈
星期六日有啲難捱，咁樣轟落去又坐住左

好事？

暫睇多少

19入 21走左

繼續衝呀

管理層好勁

上次30冇放到想喊賺少咗支大棍

升返哂咁濟好妖

等咗咁多日 , 終於上返$25....

BofA's analysis is quite crude, basically suggesting Amazon's low pricing will hurt Hims' CAC, which they didn't even bother to estimate, and lead to margin erosion. Well, shldnt expect too much from the sell-side

The thing is, Hims' medication pricing has never been that competitive. GoodRx and Costplusdrug.com are way cheaper. When Hims was much smaller than Ro, many predicted Ro would crush Hims. But we've seen the market can fit multiple players. BTW Hims not only proved the skeptics wrong but becomes the market share leader.

$25，$30 放咗10%
跌落$19 再補倉
多謝樓主

又炒新聞
https://x.com/growthadvisorhq/status/1860818017677885943?s=46&t=zE7TNOQk4_M-JwTjmVonfA

就30蚊
好撚顛

補得唔夠

樓主
年尾40有冇機？

唔sure，但25年先係爆升期