中文翻译
是的，40%的SI（短期兴趣）此前是合理的。 在$NVO（诺华）达成合作并撤销诉讼之前，我对$HIMS也持看跌态度，这为$HIMS带来了收入流扩张和更明确的监管前景。 该诉讼曾威胁其整个资产负债表+收入增长+全球扩张，因此空头大量做空是合理的。 然而，上周五$HIMS的法律纠纷在一天内全部消失，这是十年来最大的惊喜。 这是一个巨大的基本面转变。
· 个股论点
诺华合作撤诉消除$HIMS法律风险，基本面发生巨大转变。
英文原文
Yes the 40% SI made sense earlier. I was bearish on $HIMS too until $NVO partnered up + dropped the lawsuit, giving $HIMS revenue stream expansion and more regulatory clarity. The lawsuit was threatening their entire balance sheet + revenue growth + global expansion, so it made sense why short sellers piled on. However, it was the biggest surprise of the decade last Friday when $HIMS's legal drama all vanished in a day. This is a massive fundamental shift.