December 10, 2025
HIMS Hit by SAFE Drugs Bill Headlines, But Low Enactment Odds in Near Term
Given today’s weakness in HIMS following the introduction of a drug compounding pharmacy oversight bill (HR 6509) by Reps. Rudy Yakym (R-IN) and André Carson (D-IN), we have received some inbound questions about the near-term…
November 27, 2024
LLY, NVO, HIMS: GLP-1 Coverage Questions & Implied Sales
Following our pre-rule report yesterday on CMS’s proposal to extend Medicare / Medicaid coverage to anti-obesity medications (AOMs), we update our assumptions below based on the details included in the release itself. More specifically: We…