周末段子：减肥“良药”

数九寒冬，冰天雪地，不可能户外锻炼。咋办？大冬天也不能凉拌啊，那就“躲进小楼成一桶，管它包子与馒头”，一个字：吃！

效果显著，这些天俺真成了一桶：饭桶。
刚来美国时，俺很能吃苦。现在呢？“很能吃苦”四个字，俺仍然做到前三个。

到了这个年龄，代谢能力下降，但胃口依然很“执着”，可谓吃啥长啥，吃多少长多少。每次上完厕所兴冲冲上秤一称...... 结果，都会让我对物质守衡定律产生怀疑。

所以，现在每天在treadmill上挥汗如雨，在游泳池随波逐流，都是为了能够减肥。而减肥的目的，则是为了更尽情地吃。

最近，发现一个不用锻练身体的减肥妙招，跟大家分享一下：

买Hims & Hers 股票！

有懂行的吃爪群众会问，这家公司不是卖仿制减肥药的吗？想减肥，应该买它的减肥药才对呀。

自打Hims & Hers的CEO勇敢地站出来，公开表态反对以色列在加沙的genocide之后（全美国成千上万的上市公司，有胆量公开表态的，廖廖无几，costo算另一家），股票就一直跌跌不休，从72跌到了21，跌到让股民怀疑人生。

不过，你懂得。

屋漏偏逢连夜雨，现在这家公司又吃上了侵权官司，还被FTC调查..... 如此以往，恐怕要跌成毛票，一钱不值了。

借一个被高位套牢的股友的原话：

“买了HIMS 股票以后已经瘦了好几公斤，比它们家的冒牌减肥药有用多了。”

瞧瞧，不仅效果显著，而且笑果显著。

所以，墙裂建议想减肥的朋友们，赶紧的，在HIMS跌成毛票之前，梭哈all in，绝对会有奇佳的减肥体验。

Hims & Hers stock has dropped due to slowing growth, increased competition, regulatory pressure over compounded weight-loss drugs (like semaglutide), and a strained relationship with major drugmakers like Novo Nordisk, impacting their lucrative GLP-1 business and leading to concerns about future profitability and sustainability, despite ongoing strong operational performance.
Key Reasons for the Stock Decline:
Regulatory Uncertainty & GLP-1 Market Changes: The FDA's shift in stance on the semaglutide shortage, once a key driver for Hims & Hers' cheaper compounded alternatives (like Wegovy/Ozempic), has created revenue uncertainty and margin pressure.
Slowing Growth & Competition: Analysts note a significant slowdown in revenue growth from triple digits to more sustainable rates, coupled with rising customer acquisition costs and intense price competition, particularly in the men's sexual health sector.
Novo Nordisk Conflict: Novo Nordisk's termination of a direct partnership and its efforts to curb compounded sales have negatively impacted Hims & Hers' ability to sell these popular weight-loss drugs.
Operational & Profitability Concerns: Broader operational complexities from expanding into compounding and lab testing, alongside potential margin compression, raise near-term performance worries for some analysts.
FTC Investigation: Ongoing scrutiny from the Federal Trade Commission (FTC) on their marketing and practices adds another layer of investor caution.
Context for Investors:
While the company shows strong fundamentals, the market is recalibrating after unsustainable hyper-growth, making it look expensive to some.
Some analysts believe the sell-off might present a buying opportunity, given the company's long-term potential despite these headwinds.