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Breaking Up is Hard to Do: It's Not Me, It's You

2025/6/24
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Motley Fool Money
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Jason Moser
作为 Motley Fool 高级分析师，Jason Moser 专注于提供深入的财经分析和投资建议。
M
Matt Frankel
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Jason Moser: 我认为Novo Nordisk终止与Hims & Hers的合作，主要围绕着未经FDA批准的混合药物问题。Novo希望Hims & Hers减少对混合药物的推广，但Hims & Hers并未这样做。这引发了Hims & Hers是否真正关心患者最佳利益的疑问，以及他们是否仅仅为了快速盈利。尽管Hims & Hers的股价有所下跌，但其估值仍然较高，这使得我开始思考是否存在投资机会，以及是否还会有更多负面消息出现。 Matt Frankel: 我认为Novo Nordisk与Hims & Hers的合作破裂，主要是因为Hims & Hers在销售过程中一直倾向于推销自己的仿制药，以获得更高的毛利率，但这与合作协议不符。真正的风险在于，如果Hims & Hers继续销售仿制药，可能会面临诉讼。我个人会远离有严重法律风险的股票，Hims & Hers的股价已经包含了未来的增长，投资该股相当于赌减肥药会更受欢迎，并且他们能够成功地继续销售自己的混合版本，而不会受到法律干预。法律风险是我不会考虑投资的因素之一。

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Novo Nordisk parts ways with Hims & Hers, a financials-related stock to get on your radar and more!

Jason Moser and Matt Frankel discuss:

  • Why Novo Nordisk is parting ways with Hims & Hers.

  • Waymo and Uber's big Atlanta debut.

  • What the potential tax deduction on autos could mean for consumers and companies.

  • Matt has a financials-related stock he thinks is worth a closer look.

Tickers mentioned: NVO, HIMS, TSLA, UBER, GOOG, GM, ALLY, RKT

Host: Jason Moser

Guest: Matt Frankel

Engineer: Dan Boyd

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