Análisis completo de HIMS para 2026: resultados Q1, el pivote hacia GLP-1 de marca con Novo Nordisk y Eli Lilly, riesgos regulatorios y estrategia de inversión para América Latina.
HIMS stock outlook 2026: After the compounding crackdown, can Hims & Hers reinvent itself as a branded GLP-1 platform? Full analysis of Q1 results, Novo/Lilly deals, and investor scenarios.
HIMS 주가 전망 2026: FDA 세마글루타이드 컴파운딩 규제로 Q1 총마진 73%→65% 하락 이후, Wegovy 직판 6주 12.5만 건 출하로 전환 중인 텔레헬스 D2C 플랫폼. 연간 매출 가이던스 $2.8~3.0B 상향, 리스크·애널리스트 평가 포함.
Dexcom (DXCM) stock analysis 2026: $4.82B TTM revenue up 16.2%, EPS +75.5% to $2.34, P/E 30.8x, GLP-1 drug interaction with CGM adoption, Stelo OTC launch, FreeStyle Libre competition, and analyst consensus Strong Buy with $81.64 target.
Análisis de Dexcom (DXCM) para 2026: ingresos TTM $4.82 mil millones creciendo 16.2%, BPA +75.5% a $2.34, P/E 30.8x, la relación entre GLP-1 y CGM, lanzamiento de Stelo OTC, competencia con FreeStyle Libre, y cómo invertir desde Latinoamérica.
VKTX Viking Therapeutics 2026. VK2735 Fase 3 obesidad, carrera oral vs LLY NVO, VK0214 X-ALD, M&A y escenarios para el inversor latinoamericano.