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Paul Cerro

Paul Cerro

Aug 7, 2026

16:26
So why don't we fast-forward to that?
16:28
Absolutely.
16:28
So we actually covered our last short trade at the end of Q1 earnings this year.
16:33
So once, once it broke 14, I was like, "Okay, victory lap," took it.
16:36
And then, uh, um, once the litigation risk effectively was subdued, so once Novo Nordisk sued Hims for IP infringement and then they worked out some deal, um, that kind of went away.
16:49
I'm not saying it's gone forever because they, um, they dismissed the ca- they dismissed the suit, I believe, without prejudice.
16:56
Um, so they can, they can bring it back up if Hims steps out of line.

20 MINS LATER

36:43
Does that make sense?
0:00
[on-hold music] Okay.
0:06
Hello, everybody.
0:07
Um, when Bobby asked me to pitch a stock here, uh, I humbly said yes.
0:12
I did not realize he was volunteering me to be the first one.
0:16
So, um, yeah, happy to be the first on deck.
0:20
And with that, I know we're crunched for time, so I'll get started.

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