š Hims & Hers: When the Growth Story Runs Into the Regulator
ā¢February 9, 2026
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Why It Matters
The episode underscores how regulatory risk can abruptly overturn highāgrowth stories, a crucial reminder for investors in fastāmoving health tech sectors. Understanding this dynamic helps traders anticipate volatility and make more informed decisions as the GLPā1 frenzy cools.
š Hims & Hers: When the Growth Story Runs Into the Regulator
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GLP-1 hype meets lawsuits, FDA scrutiny, and a very real reset
Feb 09, 2026
ā Paid
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Hello traders and investors
This one blew up fast.
Hims & Hers Health ($HIMS) is getting crushed, down over 16% in a single session and sitting at multi-year lows. And unlike a lot of speculative selloffs, this wasnāt about sentiment turning sour or numbers missing by a little.
This was about the core growth thesis getting directly challenged legally and regulatorily at the same time.
Letās slow this down and walk through what actually broke.
ā ļø What triggered the collapse
Two things hit at once, and together they mattered a lot more than either would have on its own.
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