Hims & Hers Health: The Potential Deal With Novo Nordisk Is A Game-Changer

Finance Flash1.88K FollowersFollow5ShareSavePlay(6min)Comments(4)SummaryA deal with Novo would enhance Hims & Hers' credibility, resolve legal disputes, and strengthen subscriber and TAM potential.Historical factors—like slower growth and insider selling—that weighed on HIMS appear to have been largely resolved.HIMS requires only 3.5% annual growth to justify its valuation; with more realistic growth, it looks undervalued by 116%.Tempura/E+ via Getty Images Hims & Hers (HIMS) has continued their sell-off after my latest article on the company in December 2025. Saturday morning news surfaced that Novo Nordisk (NVO) and HIMS are once again eyeing a partnershipThis article was written byFinance Flash1.88K FollowersFollowGerman Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.Analyst’s Disclosure: I/we have a beneficial long position in the shares of HIMS, NVO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.