🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-18 01:43:56时区推断·⟳ 抓取 06-03 20:35:52回填·⚡ 决策 06-17 07:20:07·132.5 天前
KOL发帖看多HIMS，列举NVO合作及高空头比例等旧闻
📄 原文Serenity↗ 原文
It’s still pretty incredible $HIMS is down 44% even after: 1. $NVO de-risking + partnership 2. Multiple global acquisit…
不做 HIMS.US
KOL观点帖，列举的NVO合作、收购等均为旧闻，无新实质催化剂；未提及FDA对复方GLP-1的监管风险，仅凭高空头比例不足以做多。
不做 NVO.US
仅在HIMS看多推文中作为背景提及，无独立催化剂，对NVO自身无影响。
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原文全文
展开原文 · 499 字
It’s still pretty incredible $HIMS is down 44% even after:
1. $NVO de-risking + partnership
2. Multiple global acquisitions expanding DTC distribution network
3. Peptide arc, with Huberman saying HIMS was set to soar under these conditions
4. Entering a friendlier macro climate.
5. Short interest reaching unsustainable 36%+
The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.
1. $NVO de-risking + partnership
2. Multiple global acquisitions expanding DTC distribution network
3. Peptide arc, with Huberman saying HIMS was set to soar under these conditions
4. Entering a friendlier macro climate.
5. Short interest reaching unsustainable 36%+
The good news is: short interest can only be so much of the float… So it’s inherent buying pressure to cover over time, which does limit downside if fundamentals improves.
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