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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。
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Matt Frankel
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Matt Frankel: 我认为Novo Nordisk终止与Hims & Hers的合作，主要是因为Hims & Hers在合作期间，持续推销自己的仿制药版本，这违反了双方的协议。虽然短期内Hims & Hers的收入可能不会受到太大影响，但长期来看，他们面临着潜在的法律诉讼风险，因为他们销售的是未经FDA批准的仿制药。我个人会避免投资有重大法律风险的公司，因为这会给公司带来不确定性。Hims & Hers的估值已经包含了较高的增长预期，因此，我认为目前投资Hims & Hers的风险较高。 Jason Moser: 我认为Hims & Hers的行为可能被视为只追求利润，而忽视患者的最佳利益。Novo Nordisk终止合作的决定，也表明了对Hims & Hers行为的担忧。投资者应该关注Hims & Hers是否真的在为患者着想，还是仅仅为了追求更高的利润。

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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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