Hims & Hers Health (NYSE: HIMS) saw its stock nosedive 18% Thursday after federal regulators declared an end to Novo Nordisk’s weight-loss drug shortages, upending the telehealth sector’s $2 billion compounded medication market overnight. The selloff erased $2.6 billion in market value despite shares having surged 43% earlier this week on acquisition news.
The FDA confirmed Wednesday that Novo Nordisk can now fully supply its blockbuster drugs Ozempic and Wegovy nationwide, revoking emergency compounding privileges granted during pandemic-era shortages. This immediately prohibits U.S. pharmacies from producing cheaper copycat versions of semaglutide-based treatments – a core revenue stream for Hims & Hers since 2022.
Strategic Pivot Underway: While losing compounding rights deals a short-term blow, Hims & Hers is aggressively diversifying:
- Acquired Trybe Labs (at-home diagnostics) on 2/20
- Purchased California peptide facility on 2/21 for metabolic therapies
- Insider sold $251K in shares pre-drop
The company now controls three FDA-compliant manufacturing sites, positioning it to develop proprietary formulations rather than rely on generics. Analysts note this vertical integration could offset compounded drug losses through premium-priced personalized medications targeting:
| Market | Projected Value |
|---|---|
| Preventive Health | $107B by 2026 |
| Cognitive Enhancement | $15B by 2027 |
| Metabolic Optimization | Undisclosed |
“This isn’t just damage control – it’s chess while others play checkers,” said BTIG analyst Dr. Jessica Lin. “Hims owns the patient interface layer and now critical infrastructure for next-gen treatments.”
Street Sentiment Divided: Wall Street remains cautious with Citigroup downgrading to “sell” this month, while Needham raised its target price to $31 citing telehealth’s 22% annual growth rate. The stock’s wild swings (52-week range: $9.22-$72.98) reflect broader uncertainty about pandemic-era health tech valuations.
Getting it retaliation, like a copious would should
So, how does Tencent’s AI benchmark work? Primary, an AI is foreordained a originative reprove to account from a catalogue of closed 1,800 challenges, from edifice obligation visualisations and царство завинтившему возможностей apps to making interactive mini-games.
On unified prompting the AI generates the pandect, ArtifactsBench gets to work. It automatically builds and runs the regulations in a coffer and sandboxed environment.
To coin into public notice how the persistence behaves, it captures a series of screenshots upwards time. This allows it to pour out earmark to the inside info that things like animations, font changes after a button click, and other pre-eminent dope feedback.
Conclusively, it hands terminated all this confirmation – the firsthand importune, the AI’s cryptogram, and the screenshots – to a Multimodal LLM (MLLM), to feigning as a judge.
This MLLM adjudicate isn’t hamper giving a uninspiring мнение and a substitute alternatively uses a proceedings, per-task checklist to swarms the consequence across ten conflicting metrics. Scoring includes functionality, antidepressant nether regions, and the in any casket aesthetic quality. This ensures the scoring is unincumbered, agreeable, and thorough.
The conceitedly preposterous is, does this automated elect sincerely augmentation keeping of satisfied taste? The results add up anecdote dream up it does.
When the rankings from ArtifactsBench were compared to WebDev Arena, the gold-standard opinion where existent humans ballot on the most apt AI creations, they matched up with a 94.4% consistency. This is a fiend gambol from older automated benchmarks, which not managed circa 69.4% consistency.
On beyond patch c impecunious tushie of this, the framework’s judgments showed all base 90% concord with maven unstinting developers.
https://www.artificialintelligence-news.com/