Haleon plc (HLN) research
Equibles Research on Haleon plc — every figure computed straight from SEC filings and market data.
Hims & Hers has 26.4% shorts arguing against $2.9B of guided 2026 revenue; the Q2 print decides whether subscriber growth or ARPU decay wins
Hims & Hers closed at $32.84, off 50.4% from its 52-week high, with short interest at 26.4% of shares outstanding and the steepest positioning in the comp set against a +59.0% TTM revenue base and a 10%–12% full-year adjusted EBITDA guide — the next quarter decides whether the multiple re-rates with subscriber growth or compresses further on the 6% ARPU slide.
Emergent BioSolutions: leveraged biodefense name trades like a Narcan story while international MCM mix hits 37%
A $413.3M small-cap MCM franchise that has signed a $140M Canada agreement, a $54M ASPR award, and an ACAM2000 modification while net leverage fell to 1.9x and a $50M buyback was reauthorized — yet the equity is the worst YTD performer in the peer set with 19.9% short interest, leaving the print of the next four quarters to test whether the international MCM pivot can offset the Narcan generics drag.
