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Hims & Hers Stock After Lilly Weight Loss Drug Deal Has The Bull Case Changed?

Eli Lilly and Company announced an agreement with Hims & Hers Health to offer FDA-approved obesity drugs Zepbound and Foundayo on the Hims & Hers platform, giving eligible telehealth patients access to Lilly’s self-pay prices without leaving the service. The collaboration shifts Hims & Hers weight loss offering fully to branded GLP-1 therapies, removes compounded copies from its model, and ties its telehealth engine directly to a major drugmaker’s obesity portfolio and pricing. This...

US MARKETS CALL: S&P 500 Valuation Dives As Earnings Soar

The stock market dived last week. Investors priced in political backlash against data centers after Democrats swept Congress. We anticipated buying opportunities after the midterm elections, and Thursday’s selloff delivered some. This remains an earnings-led bull market. Valuations are falling while earnings are soaring. We still view the

New Chief of Staff, Chain Reaction Tech Selloff

The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Yorkville Ives & Co. Partner & Senior Managing Director Dan Ives, Rutgers-Eagleton Center for Public Interest Polling Director Ashley Koning, PNC Asset Management Group Chief Investment Officer Amanda Agati, Travel Journalist Brittany Chang, Atlanta Journal-Constitution Washington Bureau Chief Tia ...

Hims & Hers Health (HIMS) Adds FDA Approved Obesity Drugs To Its Platform

Hims & Hers Health (NYSE:HIMS) announced a new partnership with Eli Lilly to offer Zepbound and Foundayo on its platform. The agreement brings fully FDA-approved GLP-1 obesity drugs into the Hims & Hers telehealth ecosystem for eligible patients. Patients will be able to complete consultations, receive prescriptions, and access these Eli Lilly treatments through Hims & Hers digital services. The Lilly alliance for Zepbound and Foundayo is important. However, Hims & Hers Health has broader...

Jabil (JBL) Faces A Fresh Test As Buyback Led Value Case Holds

Recent Price Moves And Business ScaleJabil (JBL) has seen its share price pull back, with the stock down 20% over the past month and 30% over the past 3 months, from a last close of US$239.09.The electronics manufacturing specialist carries a market value of about US$24.3b and reported annual revenue of US$35.95b with net income of US$1.04b across its three operating segments.Jabil’s recent pullback follows a strong multi year run, with the stock showing a 12% one year total shareholder...