The comments are notable since Hunterbrook Capital had previously disclosed a short position in Hims. Koppelman said Hunterbrook Media\u2019s reporting on Hims had highlighted risks and consequences for the company, but said Dudum\u00a0ultimately<\/a> came out ahead. \u201cBut seems, as of today, like AndrewDudum completely outplayed Novo and will face ~no consequences for essentially running a drug cartel.\u201d<\/p>\n Hunterbrook\u2019s Earlier Short Bet<\/p>\n Hunterbrook Capital disclosed a short position in Hims in June 2024, alongside a report questioning the company\u2019s GLP-1 strategy. The report said Hims was selling compounded versions of weight-loss drugs through a regulatory loophole that allows copies of approved medicines during shortages, while relying on a single supplier with alleged ties to fraud and bankruptcy.\u00a0<\/p>\n Hunterbrook also warned the company could face legal risks if the compounded drugs proved unsafe or violated pharmaceutical patents. The report also noted that Hims executives sold more than 1.7 million shares after announcing plans to offer compounded GLP-1 drugs, generating about $26.4 million in proceeds.<\/p>\n Novo Tie-Up Boosts HIMS Stock<\/p>\n Investor sentiment toward Hims shifted after the company renewed a partnership with Novo Nordisk to distribute FDA-approved GLP-1 drugs, including Ozempic and Wegovy, through its platform.<\/p>\n The tie-up marks a sharp reversal after Novo had sued Hims over a copycat Wegovy pill and patent claims tied to Wegovy and Ozempic. Novo later withdrew the lawsuit, removing a major legal overhang, while Hims said it will stop advertising compounded GLP-1 drugs except in limited clinical cases.<\/p>\n The agreement comes amid scrutiny from the U.S. Food and Drug Administration, which has warned telehealth firms about marketing compounded GLP-1 drugs. The announcement triggered a more than 40% surge in Hims shares earlier this week, inflicting about $546 million in mark-to-market losses on\u00a0short sellers<\/a>, according to S3 Partners.<\/p>\n Former Eli Lilly Exec Joins Hims\u00a0<\/p>\n Separately, Hims said it has appointed Kathryn Beiser, a former communications executive at Eli Lilly, as its chief communications officer. Beiser previously held senior communications roles at Discover, Kaiser Permanente and Edelman. Hims said she will oversee internal and external communications as the company expands its healthcare platform.<\/p>\n How Did Stocktwits Users React?<\/p>\n On Stocktwits, retail sentiment for HIMS was \u2018extremely bullish\u2019 amid over a 400% surge in message volumes over the past week.<\/p>\n One user\u00a0expects<\/a> the stock to hit the $50 level by the end of the month.<\/p>\n Another user\u00a0said<\/a>, \u201cAndrew just killing the bears slowly with daily news! Love it\u201d<\/p>\n HIMS stock has declined 28% year-to-date.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n![\"hims](\"https:\/\/www.europesays.com\/dk\/wp-content\/uploads\/2026\/03\/hims_ss_png_7b9dae8f96.webp.png\")
HIMS sentiment and message volume as of March 11 | Source: Stocktwits<\/p>\n
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