Latest news with #Zava
Business Insider
3 days ago
- Business
- Business Insider
Hims Stock at $50: Here's What Truist Expects Next
Hims & Hers Health (NYSE:HIMS) stock has had a curious run in 2025. The first half of the year was marked by a massive 35% single-day plunge, sparked by Novo Nordisk's sudden decision to cut ties with the telehealth company. The Danish drugmaker accused Hims & Hers of engaging in misleading marketing and distributing unauthorized compounded versions of its blockbuster weight-loss drug, Wegovy. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Despite the controversy, the stock has staged an impressive rebound, with shares up 108% year-to-date and now hovering around $50. The rally has been driven by strong quarterly results and growing momentum in the company's weight-loss offerings. Looking ahead, all eyes now turn to the company's upcoming Q2 earnings report, slated for August 4. Truist analyst Jailendra Singh expects results to land mostly in line with expectations, noting that current forecasts already reflect the high end of HIMS' guidance. He projects revenue of $549.4 million and adjusted EBITDA of $74.4 million, closely aligned with Street consensus and the company's provided range. However, Singh also flags some cautionary signals. The analyst anticipates a slight dip in online revenue per subscriber compared to Q1, attributing it to seasonal trends and reduced reliance on commercially available Semaglutide. Q1's outperformance, after all, benefited from one-off drivers like the Super Bowl ad and the initial buzz around HIMS-branded weight-loss offerings. That brings up the bigger question: where does HIMS go from here in the second half of the year? While some investors worry about a potential guidance cut following the Novo fallout, others are optimistic about a lift tied to the recent acquisition of European telemedicine provider Zava. Singh, for his part, remains cautious. The analyst believes a 2H ramp may be difficult unless Zava or other acquisitions begin to meaningfully contribute. Still, he doesn't expect management to revise guidance just yet, preferring to wait and assess the impact of new initiatives in Q3. As for upcoming developments to watch, Singh cites updates on a possible lawsuit from Novo Nordisk (which would be negative), new product launches in testosterone and menopause treatments (positive), and further M&A activity (also positive). 'From additional M&A point of view, a transaction giving the company entry into the employer/payor market will be transformational and has potential to change the narrative,' Singh further said. What to Do with HIMS Stock Now? Singh is sticking with a Hold (i.e., Neutral) rating, nudging his price target up from $45 to $48, which still suggests ~5% downside from where the stock is currently trading. (To watch Singh's track record, click here) And he's not alone in that cautious stance. The broader analyst community is mostly on the sidelines too, with 7 Holds, 2 Sells, and just 1 Buy – all coalescing to a Hold consensus rating. Based on the average price target of $41.78, the Street sees the stock pulling back by 17% over the next year. (See HIMS stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Yahoo
15-07-2025
- Business
- Yahoo
Hims & Hers Health, Inc. (HIMS) Announces Expansion To Canada
Hims & Hers Health, Inc. (NYSE:HIMS) is among the 13 Best Booming Stocks to Buy Now. On July 9, the digital health and wellness platform announced plans to expand in Canada by offering generic semaglutide. A nurse in a telehealth platform talking with a patient on video call for consultation. This comes at a time when Novo Nordisk is set to lose its patent protection on Ozempic and Wegovy in Canada for not paying a maintenance fee in 2019. Hims & Hers Health, Inc. (NYSE:HIMS) joins a growing list of companies that are capitalizing on Novo Nordisk's lapsed patent on its GLP-1s. The introduction of generics is a pivotal moment for Canada's healthcare industry. With about two-thirds of adults in the country being overweight or obese, access to treatments has remained elusive for many due to the high costs. Hims & Hers Health, Inc. (NYSE:HIMS) intends to offer generic semaglutide at a significant discount to the currently branded versions, with prices expected to further decrease over time. Hims & Hers Health, Inc. (NYSE:HIMS)'s decision to enter the Canadian market follows the company's acquisition of European telehealth platform, Zava, in June, which will expand its services to France, Germany, and Ireland, and grow its active customer base by approximately 50%. While we acknowledge the potential of HIMS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best German Stocks to Invest in Now and Goldman Sachs Stock Portfolio: 10 Large-Cap Stocks To Buy. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Glasgow Times
28-06-2025
- Health
- Glasgow Times
Why am I not losing weight on Mounjaro, ask a fifth of users
While many have found GLP-1 treatments to help shed pounds quickly, others have reported struggling, with around a fifth not losing the weight they'd expected. Weight loss plateaus are common, but in many cases, the reasons are identifiable and fixable, say doctors. The new weight management medication 'Tirzepatide' (brand name Mounjaro®) is shortly being made available to NHS patients to support weight loss. Access is prioritised for those with the greatest clinical need. You can find out more at: — NHS Cheshire and Merseyside (@NHSCandM) June 24, 2025 'While Mounjaro is an effective medication for weight loss, it's normal to encounter a plateau at some point," says Dr. Crystal Wyllie from online health service Zava. "To enhance your results, it's important to follow the prescribed dosing schedule and aim to reach the appropriate maintenance dose, as higher doses are generally associated with greater benefits. However, if you're experiencing side effects, it's perfectly acceptable to step up more slowly. "Your GP may recommend staying on a lower dose for longer until your body adjusts, comfort and tolerability should always guide the pace of titration. "Beyond medication, factors like maintaining a balanced diet, regular physical activity, managing stress, and getting enough sleep play a vital role in supporting your weight loss journey. If progress stalls despite these efforts, consulting your healthcare provider is essential to evaluate your plan and make necessary adjustments. "For individuals who find Mounjaro less effective or unsuitable, there are several other weight loss medications to consider. Injectable options like Wegovy and Nevolat work similarly by curbing appetite, while oral medications such as Orlistat, Xenical, and the over-the-counter Alli provide different mechanisms to support weight loss. Each treatment has unique advantages and considerations, so working closely with your doctor ensures you receive the safest and most personalised approach to achieve your goals.' Review your ICB's local policy about treating patients with tirzepatide (Mounjaro) for weight management in a primary care setting and visit: — We are Primary Care (@PrimaryCareNHS) June 27, 2025 Zava say there are the most common reasons the weight loss injection Mounjaro may not be working as expected, and what you can do to get back on track. Incorrect medication use or dosage Mounjaro's effectiveness often increases as you move up the dosage ladder. The medication is typically titrated slowly to reduce side effects, eventually reaching maintenance doses of up to 15mg per week. If you're still on a lower dose or haven't advanced as recommended, your weight loss may be limited. Consistency is crucial. Skipping doses, delaying titration, or not following your provider's schedule can reduce the medication's impact. Many people don't feel the full effect until 8–12 weeks in, so patience and adherence are key. You should give Mounjaro at least three months before judging its effectiveness. If you're experiencing side effects, it's absolutely fine to remain at a lower dose for longer. ZAVA healthcare providers advise stepping up more slowly if you're not tolerating side effects well, there's no need to push through discomfort. You can always increase the dose later once your body has adjusted. Comfort and tolerability are just as important as consistency for long-term success. Poor diet and lack of exercise While Mounjaro helps reduce appetite, it doesn't override the fundamental rule of weight loss: you must burn more calories than you consume. Even with a smaller appetite, eating more than your body needs will still cause progress to stall. To maintain an effective calorie deficit for weight loss, men are generally advised to consume around 1,900 calories per day (down from the typical 2,500), while women should aim for about 1,400 calories per day (down from around 2,000). Healthy diet tips: Be strict with calorie tracking until portion control becomes second nature Aim for a 600-calorie daily deficit to lose weight steadily Prioritise whole foods over high-sugar, high-fat processed options Follow a diet plan tailored to your needs, and explore healthy recipe ideas to stay on track Also, remember that initial weight loss may come from water, especially if you've reduced salt or started exercising. As your body adjusts, weight loss may temporarily plateau or appear to reverse. Finally, stay hydrated and limit alcohol. Alcohol can interfere with your metabolism and reduce the effectiveness of Mounjaro. 🧵Weight loss jab roll out 'positive for patients' but with implications for general practice that must be considered. Our Chair Kamila Hawthorne has featured widely in the national press and broadcast media responding to the phased roll-out of Mounjaro prescriptions by NHS… — Royal College of General Practitioners (@rcgp) June 23, 2025 Stress and sleep issues Chronic stress and poor sleep are major weight loss blockers. Stress increases cortisol, a hormone linked to fat retention, especially around the abdomen. Sleep deprivation increases ghrelin (hunger hormone) and decreases leptin (fullness hormone), making you more likely to overeat and less likely to move. You're also more impulsive and less motivated when sleep-deprived, making it harder to stick to your diet and exercise routine. As a solution, prioritise stress management techniques (like mindfulness or journaling), and aim for 7-9 hours of sleep per night. Health conditions and medications Medical issues such as PCOS, diabetes, hypothyroidism, or insulin resistance can all interfere with weight loss. Similarly, certain medications (like antidepressants or steroids) may cause weight gain or inhibit fat loss. If weight loss stalls despite doing everything right, consult your GP to rule out or address any underlying conditions. If you have a known medical condition, it's important to stay up to date with your routine reviews and inform your GP or specialist about any weight loss treatments you're using. Regular follow-up helps ensure your treatment plan remains safe and effective. More Mounjaro news... Unrealistic expectations It's natural to hope for rapid results, especially with a promising medication like Mounjaro. But weight loss is a long-term process. Initial drops (often water weight) can be misleading. Progress will slow, and that's okay. Avoid comparing yourself to others or obsessively checking the scale. Focus on consistency, not speed. Your journey is unique, and sustainable weight loss takes time. Lack of support Motivation by itself often isn't enough. Without support from those who understand your goals, the journey can feel lonely and overwhelming. Lean on friends and family who encourage you Join online communities or local support groups, including NHS-recommended programs Consider working with a dietitian or coach for personalised guidance and accountability Before beginning any weight loss treatment, please consult your GP or healthcare professional. These treatments may not be suitable for everyone.
Yahoo
05-06-2025
- Business
- Yahoo
Hims & Hers stock price jumps: Telehealth company acquires Zava, picking up over a million Europe customers
American telehealth company Hims & Hers Health announced on Tuesday that it will be acquiring Zava, a leading European digital health company in an all cash acquisition set to close in the second half of 2025. Following the announcement, Hims' stock price (HIMS) jumped 5.8% in premarket trading. (As of midday Tuesday, the stock was trading up just under one point.) The household auto fleet is a money pit Where are the wildfires in Canada? Maps pinpoint the location of fires and air-quality threats from smoke This company asked most corporate employees to relocate to Chicago. The majority declined The move will rapidly expand Hims & Hers' reach, which has a current base of 2.4 million U.S. customers. As the only digital health company with over a decade of operations across Germany, France, Ireland, and the U.K., Zava has an active user base of 1.3 million. 'The demand for simpler, more personalized healthcare is universal,' said Andrew Dudum, founder and CEO of Hims & Hers, in a press release. 'By leveraging Zava's established European presence, cutting-edge technology, and deep customer understanding, we're poised to fundamentally transform access to care for millions across Europe. Whether in rural towns, vibrant cities, or remote communities across Europe, people battling widespread, often silent chronic conditions like obesity, depression, and more will have access to the personalized, high-quality care they deserve.' Expanding to Europe is additionally beneficial because the E.U.'s universal healthcare policies make pharmaceuticals much more affordable relative to the U.S. This means that personalized telehealth services like Hims & Hers could become more widely accessible there. 'The medications are priced more competitively than in the U.S. so more people can actually afford it and we are seeing a huge demand,' said Zava CEO David Meinertz in an interview with CNBC. 'The demand is increasing with additional strains on the statutory systems that telehealth can alleviate.' Hims & Hers' most recent earnings report in May revealed a revenue of $586 million for the quarter, an increase of 111% over the first quarter of last year, as the platform continues to expand. The company's current market cap is $12.5 billion as of Tuesday. This post originally appeared at to get the Fast Company newsletter: Sign in to access your portfolio
Yahoo
03-06-2025
- Business
- Yahoo
Hims & Hers and Zava, Credo earnings, Kenvue: Trending Tickers
Hims & Hers Health (HIMS) announced it will be acquiring European telehealth platform Zava in an all-cash deal. The stock is falling ahead of Tuesday's market close. Credo Technology (CRDO) shares surge after beating fiscal fourth quarter earnings and revenue estimates. Kenvue (KVUE) shares move to the downside after CEO Tebow Mongeau pointed to certain seasonal challenges this summer at a conference. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. It's time for today's trending tickers. We're watching Hims and Hers Health, Credo Technology, both on the up and up today, as well as Kenvue, which is going in the upper other direction. Starting off with Hims, it's having a rocky day today despite announcements that the company would be acquiring Zava, a European health platform. Him's stock hit some gains when trading opened, but then we saw it turning lower as the morning progressed, so the stock right now down by more than 3%. Most of the analysts have been pretty positive on this one. I did see an interesting note from Allen Letz over at Bank of America, which has an underperform on the stock, and they said, you know, mixed reaction to this. They said this is positive here, but on the negative side, they say if you look at other US healthcare tech companies that have moved into Europe, it hasn't worked out so well. Yeah, I see analysts at uh quoting saying, "On paper, the tie-up makes sense," because they're talking about how Zava offers the same products and services that Hims currently does, also some uh some areas that are on its growth roadmap that call for example, hormone replacement therapy, but they they do see some execution and integration risks. They do call the stock, by the way, they've been on a move already. Something like 100% this year. Yeah, it's been on fire. On fire. All right, Credo Technology. Let's check out that one as well. It's going in the opposite today after the company reported a 400% increase in earnings and 180% increase in sales on a year-to-year basis, leading to huge stock market gains for Credo. So revenue for the fourth quarter, I did see that beat estimates. Revenue was 170 million. It looks like consensus was close to around 160. I see Barclays is saying this is the company's second material beat and raise. Uh this one features, they noted, three large customers versus Amazon alone. Says it's a rare combination of small scale with big tech. Barclays is a buy. By the way, so is buy, so is every single analyst on the street. All 13 buys. Wow! Yeah. A lot of excitement around this company. So networking company, the CEO on the conference call saying, um I think all of the hyperscalers have the potential to be a 10% customer long term. Now, right now, according to Needham estimates, Microsoft accounts for about 12%, XAI accounts for about 11%, um Amazon, it's very reliant on Amazon, 61% of its business last quarter. So I guess if they get less reliant on one client and sort of ever all of these huge hyperscalers are each spending at least 10% with them, I guess analysts think that's a pretty good place to be. And plenty do. It is one of the places to be. Yeah. Seems that way. And let's look at Kenvue. Those shares are seeing some losses after the company CEO, Thibaut Mongon expressed seasonal demand is behind last year's for the company. It's even behind the company's own expectations. He made some comments at a um at a conference today. He said, "It's not a great year so far for allergy and the sun category is more or less the same." By the way, Kenvue, it's not known under its brand name, but it is, if you remember, it spun off in 2023 from Johnson & Johnson. So it has like the consumer-facing brands that had been under J&J. Yeah, consumer products company. Yeah. So this is, they make this presentation, um and the CEO apparently, so he warns about the seasonal demand, as you said, he's uh talked about being behind last year, its own expectations. I mean, not surprisingly, investors reacting. He says, "Not a great year so far for allergy." Uh the sun category more or less the same. On the consumer, making some comments there that were interesting. You're always looking for, you know, what executives are saying and any kind of line of sight you can have into the consumer. Uh this CEO saying, "We definitely see the consumer continuing to be under pressure, regardless of the geography, for slightly different reasons." Interesting. I mean, all of that said, the stock is up about 4% this year. It's up about 15% over the past year. Um most analysts have holds on this thing. There are 15 holds and four buys. As I mentioned, it spun off from J&J back in August of 2023. Kenvue shares are down about round 6% since then. It's interesting. Johnson & Johnson shares are about down about the same amount. So it's not as though the spin-off, you know, caused either one of them to outperform the other.
