Discussion about this post

User's avatar
Rilakkuma's avatar

Thank you again for the quality writeup. Do we know if the FY25 guidance includes alternatives (oral and liraglutide), or is excluding all post-Q1 weight loss drugs completely?

Expand full comment
Nik's avatar

how did you get $25 FV for Hims? also, how did you calculate PES and PS in two tables in your valuation thesis

Expand full comment
6 more comments...

No posts