Hims & Hers: Novo Nordisk Drama Is Noise — The Real Growth Story Is Just Getting Started

Hims & Hers Health ($HIMS) has had a volatile few weeks, triggered by a surprise move from Novo Nordisk to end their nascent partnership. The abruptness of the termination caught the market off guard, shaving off nearly 30% of HIMS' value in a matter of days. While shares have since recovered some ground, the stock still sits well below its pre-announcement highs of nearly $65.

But if you actually read the fine print — and pay attention to what Hims is building — you’d see this overreaction for what it is: short-term noise. The long-term thesis remains intact, if not strengthened, by the strategic direction the company is pursuing. And while the Novo fallout might have bruised the stock’s optics in the short term, it hasn't dented the fundamentals. Here’s why.

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