What just happened?
At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran.
Then, at 3:43 PM ET, President Trump said, "I don't want to have a ceasefire with Iran," with the S&P 500 hitting a new low of 2026.
Exactly 90 minutes later, at 5:13 PM ET, President Trump said that the United States is "considering ending" the war with Iran.
Between the comments made at 3:43 PM ET and 5:13 PM ET, the S&P 500 had already risen nearly +1% on the news.
At 6:15 PM ET, the S&P 500 had rebounded +1.8% from its low, adding $900 BILLION in market capitalization.
The markets are now closed until Monday.
The bull case for $HIMS assumes patients will pay a premium for convenience. Some will. But assuming most people will ignore cheaper alternatives is underestimating the consumer.
$HIMS did not gain a pricing advantage. It gained a narrative advantage. The reported deal with $NVO points to Novo’s reduced self-pay pricing, not some exclusive discount below market.
Meanwhile, TrumpRx.gov is already listing Ozempic from $199 for the first two fills, then $349/$499 depending on dosage. And $HIMS does not even accept insurance.
So if a patient already has coverage or already has a cheaper path, $HIMS is not competing on price. It is competing on convenience.
For eligible beneficiaries, Medicare GLP-1 Bridge starts in July 2026 with a $50 monthly copay.
Why pay an extra subscription for $HIMS if you can get the same medication for less?
Consumers are not stupid.
La tesis alcista de $HIMS descansa en la idea de que el paciente pagará una prima por una interfaz más cómoda. Tal vez algunos lo hagan. Pero suponer que la mayoría ignorará opciones más baratas es subestimar al consumidor.
$HIMS no ganó una ventaja de precio. Ganó narrativa. Lo reportado del acuerdo con $NVO apunta a vender Wegovy/Ozempic a precios self-pay reducidos de Novo, no a un descuento secreto por debajo del mercado.
Mientras tanto, TrumpRx.gov ya publica Ozempic desde $199 por los primeros dos fills y luego $349/$499 según dosis. Eso le pega directo a la idea de que HIMS va a “democratizar” el acceso por precio.
Y $HIMS ni siquiera acepta insurance. O sea: si el paciente ya tiene cobertura o tiene una vía más barata, $HIMS no compite por costo; compite por conveniencia.
Para beneficiarios elegibles, Medicare GLP-1 Bridge arranca en julio de 2026 con copago de $50 al mes. Así que la pregunta es obvia: ¿por qué pagar una suscripción extra por $HIMS si puedes obtener el mismo medicamento por menos? La gente no es tonta
$HIMS $NVO #Medicare
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All it's about how you present the results. $BOF - BranchOut Food Inc. sales grew by 640%, but in reality net income only decreased its loss by 18% and the value of the stock multiplied by 600%. We continue buying shares of companies without the corresponding Due Diligence. #DayTrading
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