Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Kürzel: HIMS Forum: Aktien Thema: Hauptdiskussion

Der Markt war ja auch insgesamt sehr schwach. Das Gap wird bestimmt noch geschlossen 🙃

Sind ziemlich genau auf dem Abwärtstrend den wir zuletzt nach oben durchbrochen hatten nach oben gekauft worden, mal sehen wie es morgen weiter geht 😶‍🌫️

Geht so, das Tagesvolumen ist eigentlich relativ durchschnittlich, vielleicht etwas überdurchschnittlich, aber in Hinblick auf die starke Bewegung nicht besonders nennenswert. Bis kurz vor 21 Uhr lagen wir bei 8 Millionen gehandelten Aktien. Jetzt zum Schlusskurs liegen wir bei knapp 10,4 Millionen. Also zum Schluss etwas mehr Handel inkl. Kleiner rebound. Kann mir trotzdem gut vorstellen, dass wir $18,7 nochmal sehen Aber anhand des Volumen würde ich jetzt nicht sagen, dass besonders viele wegen glp raus sind. Also wir letzte Woche zwei Tage hintereinander zweistellig gestiegen sind lagen wir bei 19 und 17 Millionen Aktien. Keine Ahnung ob ich das richtig interpretiere oder das bullshit ist. Finde es aber interessant.

War kla das sie einen anderen Weg suchen. Der Nachfrage Faktor ist dahingehend lange kein Schutz, da durch billigere Preise die Nachfrage steigt und dadurch bleibt dann der Mangel bestehen?... Scheinen ja echt viele nur in Hims zu sein, wegen den Abnehmmedikamenten.

Sehr ansttengend so eine Vola

Richtig.

Also das übliche. Hatten wir ja auch schon oft genug durchgekaut, dass es an der Story am Ende nix ändert. 🥱

Alles klar, danke!

Einmal der Artikel hier kopiert. Die FDA soll prüfen ob Semiglutide noch durch 2. verkauft werden darf aufgrund von “Sicherheitsbedenken”. Vorgegangen ist Novo, da man offenbar den Verkauf, trotz massiver Lieferschwierigkeiten, für sich monopolisieren möchte. Also prüft die FDA gerade, ob es eine Knappheit von Abnahmemedikamenten gibt und sie soll laut Novo verordnen , dass diese durch 2. nicht mehr verkauft werden dürfen.

The company also said that distributing the drugs in vials, as compounders do, rather than in auto-injectors, as Novo does, could lead to over-or-under dosing. The Alliance for Pharmacy Compounding, a trade group representing compounders, hit back at Novo in a statement late Tuesday. “Let me get this straight: So Novo Nordisk is apparently so deeply concerned about patient safety that it’s taken them a whopping two-and-a-half years while their drug has been in shortage to conclude that the semaglutide API is so demonstrably difficult for compounding pharmacies to prepare that FDA now needs to place it off-limits for compounding?,” the group’s CEO, Scott Brunner, said in the statement. “To me, this looks more like desperation and an attempt by Novo to protect its revenue stream than a serious scientific argument.” In a statement, Novo said that its request to bar the compounding of semaglutide was tied to safety issues. “Our nomination is driven by our focus on patient safety and contains extensive scientific evidence,” the company told Barron’s. “We urge FDA to swiftly consider the information provided to the Agency and convene a public advisory committee meeting on this critical public health issue.”

As long as the shortage persists, U.S. compounders are able to make and sell their own, cheaper versions of the medicine, using semaglutide not made by Novo. Since early this year, a growing number of telehealth providers have rushed into the market, providing U.S. patients with cheap and easy access to compounded semaglutide. Hims & Hers, Noom, Weight Watchers , Ro, and a long list of similar companies offer compounded semaglutide prescriptions for roughly $300 a month, a fraction of the drug’s list price. They advertise heavily, particularly on social media. Many of the companies also offer compounded tirzepatide, the ingredient in Eli Lilly’ s Zepbound and Mounjaro. The number of patients currently taking compounded semaglutide or tirzepatide is unknown, but could be in the hundreds of thousands. FDA rules will bar the compounders from making the drugs once the agency has determined they are no longer in shortage, raising the specter of a crisis if patients are suddenly cut off from their drugs. Uncertainty has shrouded the market in recent weeks, after the FDA removed tirzepatide from its shortage list, but then said it would allow compounders to make the medicine for now after facing a legal challenge.

Novo Nordisk took its most aggressive swipe yet at the compounding pharmacies hawking legal copycats of its weight-loss blockbuster Wegovy, asking the Food and Drug Administration to entirely bar compounders from making the medicine. The Danish drugmaker asked the agency to put semaglutide, the active ingredient in Wegovy and Ozempic, on a list of drugs that compounding pharmacies aren’t allowed to make. The underlying rule that bars compounders from making drugs on that list has been stuck in a byzantine FDA regulatory process for years, and hasn’t yet gone into effect. What’s more, putting semaglutide on the list would be a lengthy process, with no guarantee of success for Novo. The company’s request, however, shows it is focused on targeting the sprawling weight loss drug industry that has grown up around the compounding pharmacies, which are allowed to legally sell compounded versions of semaglutide as long as Novo’s supply capacity cannot meet U.S. demand. Shares of Hims & Hers Health , a telemedicine provider that sells compounded Wegovy, fell 8.6% Wednesday. Novo shares were down 1.2%. Novo has spent billions of dollars in recent years increasing its capacity to make GLP-1 medicines like semaglutide, but remains unable to meet the enormous demand for its drugs. While it currently reports limited availability of only one dosage level of Wegovy, the FDA considers the medicine to still be in shortage.

Also den Artikel kann ich nicht lesen. Hat die FDA den Wirkstoff von Novo jetzt von der shortage Liste genommen? So ganz einordnen kann ich deinen zitierten Text nicht.

In der Hinsicht nervt dieses glp1 gedöns ja schon. Wachstum war auch ohne da, jetzt hat man einfach nur mehr vola bekommen.

“Let me get this straight: So Novo Nordisk is apparently so deeply concerned about patient safety that it’s taken them a whopping two-and-a-half years while their drug has been in shortage to conclude that the semaglutide API is so demonstrably difficult for compounding pharmacies to prepare that FDA now needs to place it off-limits for compounding?,” the group’s CEO, Scott Brunner, said in the statement. “To me, this looks more like desperation and an attempt by Novo to protect its revenue stream than a serious scientific argument.”