Hims & Hers Health Inc. (HIMS) stock surged 5.04% in pre-market trading on Monday, riding on the increasing demand for its compound version of Novo Nordisk's popular weight-loss drug Wegovy (semaglutide). The telehealth company's shares have gained momentum as it capitalizes on the shortage of branded obesity drugs by offering cheaper compounded alternatives.
With the obesity drug market heating up, investors are closely watching pharmaceutical giants like Eli Lilly, Novo Nordisk, and Amgen as they compete to develop the next generation of weight-loss medications. However, Hims & Hers has emerged as an unexpected winner by providing compounded versions of existing drugs at a discounted price.
Despite the recent surge, analysts at Leerink Partners have warned that the rally in Hims & Hers shares might not continue in 2025 as the FDA recently removed Lilly's obesity drug Zepbound from the shortage list. This could signal an eventual resolution of the semaglutide shortage, potentially impacting the demand for Hims & Hers' compounded versions.
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