Bicycle Club | 1908 NW 4th Ave, Boca Raton, FL 33432

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Bicycle Club

1908 NW 4th Ave, Boca Raton, FL 33432

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The Bicycle Club is found in the heart of Boca Raton. Our community is situated in a neighborhood within walking distance to FAU and convenient to Lynn University. Our location is convenient to Mizner Park and Town Center Mall, with excellent restaurants and shops, I-95, and we are only minutes from the beach. Come chat with us today!

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Technology IBD 50's Hims & Hers Erases Most Of Its Acquisition-Tied Sprint

• Technology

IBD 50's Hims & Hers Erases Most Of Its Acquisition-Tied Sprint

 Licensing

• ALLISON GATLIN
• Updated 11:20 AM ET 06/03/2025

Hims stock shot higher and then erased most of it steep gains Tuesday after the telehealth platform announced the pending acquisition of ZAVA, a European digital health platform.

The move will expand Hims & Hers Health's (HIMS) presence in the U.K. and officially launch the company into Germany, France and Ireland, Hims said in a news release.

"This acquisition is expected to accelerate Hims & Hers' vision to deliver the same seamless, personalized care experience it has successfully built in the U.S. to millions more people globally," the company said.

In morning trades, Hims stock rose a fraction to 56.85, pulling back from a steeper 19% gain in earlier action.

Hims Stock Rides Weight-Loss Drugs

Hims has rocketed to stardom amid the fervor over weight-loss drugs. Today, the company partners with Novo Nordisk (NVO) to offer obesity treatment Wegovy in combination with a Hims & Hers membership. It also sells Eli Lilly's (LLY) Zepbound on its website.

Chief Executive Andrew Dudum expects the acquisition of ZAVA to "fundamentally transform access to care for millions across Europe."

"Whether in rural towns, vibrant cities, or remote communities across Europe, people battling widespread, often silent chronic conditions like obesity, depression, and more will have access to the personalized, high-quality care they deserve," he said in a written statement.

ZAVA currently has 1.3 million active customers. Last year, its in-house medical team completed almost 2.3 million consultations across the UK, Germany, France and Ireland.

Hims & Hers expects the deal to close in the second half of 2025. The company didn't disclose the deal's terms, but said it will be funded entirely through cash from the balance sheet.

Hims stock ranks third on the IBD 50 list of elite growth stocks and has a perfect IBD Digital Composite Rating of 99. The CR tracks a stock's fundamental and technical metrics, pitting them against all other stocks.

Shares also have a strong Relative Strength Rating of 98, a 1-99 score of a stock's 12-month performance.

Follow Allison Gatlin on X/Twitter at @AGatlin_IBD.

 testing 

1. Healthcare

   ---

2. Barron's Take

Hims & Hers Seeks Growth in Europe as Weight-Loss Business Shifts

By Josh Nathan-Kazis

June 03, 2025, 11:03 am EDT

As Hims & Hers Health 

HIMS

-1.53%

 adjusts to the end of the knockoff weight-loss-drug bonanza, the online drug retailer reached a deal to expand its reach into Europe.

Hims said early Tuesday that it had agreed to buy a private European telehealth company called Zava, which operates in the U.K., Germany, France, and Ireland.

Like Hims, Zava offers prescriptions and medicines online, and sells drugs such as generic treatments for erectile dysfunction and hair loss. Hims did not say how much it would pay for Zava.

The deal comes at a challenging moment for Hims, which saw its market value climb to more than $15 billion at its peak in February from less than $2 billion in early 2024, amid excitement about its ability to sell cheap, legal copycat versions of Novo Nordisk’s 

NOVO.B

-1.82%

 GLP-1 weight loss shot Wegovy.

Since late May, the Food and Drug Administration has banned compounding pharmacies from making the knockoff Wegovy. With its ability to sell the knockoff drugs now ended, Hims is looking elsewhere for growth.

Hims shares were up 14.7% on Tuesday morning, and the stock is up more than 170% this year.

Zava has operated since 2011, and raised $32 millionin funding in 2019. Hims said that Zava has 1.3 million active customers, roughly half the 2.4 million subscribers that Hims said it had as of March 31

The acquisition will allow Hims to expand its operations into European markets as the weight-loss market in the U.S. shrinks, but analysts raised concerns about the deal early Tuesday.

“Expanding internationally while the U.S. business slows is a risk and may reflect product saturation and rising competition in the U.S. markets,” Bank of America analyst Allen Lutz wrote on Tuesday morning.

Analysts also warned that similar companies have run into trouble expanding into Europe, due to the vastly different regulatory environments. “There is a long history of [healthcare services] EU deals gone wrong,” Leerink Partners analyst Michael Cherny wrote Tuesday.

Hims says it plans to use the Zava platform to launch Hims-branded offerings in the countries where Zava operates. Hims already has operations in the U.K., but says it will expand activities there.

Hims has maintained aggressive revenue targets even as the compounding era has ended. The company says it expects 2025 revenue of $2.3 billion to $2.4 billion, up from $1.5 billion last year.

Hims announced a deal with Novo in late April that allows it to sell branded Wegovy at a discount to the drug’s list price. Hims is only one of a number of competing online pharmacies now selling branded Wegovy, including Novo’s in-house NovoCare pharmacy. What’s more, Hims’ price for branded Wegovy is higher than its competitors.

Hims has ambitious plans to offer more-personalized treatments, incorporating compounding and lab tests.

 Adding an international expansion to the docket could be one layer of complexity too many.

“HIMS’ U.S. business is contending with a number of moving parts including a slowing base business and the loss of compounding/launch of its branded GLP-1 offering,” Leerink’s Cherny wrote. “Adding in a multinational, European digital health platform increases HIMS’ TAM, but also increases the complexity of the business.”

Write to Josh Nathan-Kazis at josh.nathan-kazis@barrons.com

Boeing Stock, Up 64% From April Low, Upgraded To Buy As Trump Game Piece

Here is the article.

• HARRISON MILLER
• 04:28 PM ET 06/02/2025

Boeing stock, up more than 60% since early April, received an upgrade on Monday as the Dow Jones aerospace manufacturer continues to improve operations and plays an increasingly important role in Trump administration trade negotiations.

BofA upgraded Boeing (BA) stock to buy from neutral and hiked its price target to a Wall Street high of 260 from 185, The Fly reported. Analyst Ronald Epstein wrote that Boeing aircraft have emerged as a favored negotiating tool for the Trump administration in recent trade deals. Agreements with the U.K., Qatar, the United Arab Emirates and China have set a precedent for future global negotiations, to Boeing's benefit, Epstein wrote.

Meanwhile, Boeing has made progress to stabilize production and establish carve-outs to alleviate its free cash flow burn. CEO Kelly Ortberg last week said that 737 MAX production is nearing 38 planes per month, which is the limit set by the Federal Aviation Administration. Boeing hopes to lift it to 47 by the end of the year. Output of 787s is going from five to seven per month, after completing a review with the FAA.

BofA wrote that the renewed focus across the company's portfolio, combined with the "favored trade mechanism" status presents investors with a buying opportunity.

Meanwhile, Boeing jet deliveries to China could possibly resume this month after the U.S. and China agreed to a truce.

New Orders

Elsewhere, Air India is in talks with Boeing and Airbus (EADSY) for a new aircraft order, Reuters reported Sunday night. The discussions revolve around an order for 200 extra single-aisle planes as part of the airlines multibillion dollar revamp, industry sources told Reuters.

The order would be on top of a massive 2023 deal, where Air India placed an order for 470 planes from Airbus and Boeing. That was followed by another 100-jet deal with Airbus.

The current discussions could involve hundreds of aircraft across various sizes, and could include a previously-reported plan to acquire more wide-body planes, according to Reuters.

Meanwhile, Vietnam Airlines is on the verge of finalizing an order for 50 Boeing 737 Max jets, Reuters reported separately on Monday citing an unnamed company executive. The deal stems from a provisional agreement that was signed in 2023 and is expected to be completed "very soon."

Vietnam Airlines may require as many as 100 new narrow-body planes by 2035 as part of a fleet renewal and expansion initiative. In a separate move in April, Vietnam Airlines signed a memorandum of understanding with Vietcombank for financial support related to to purchase of 50 narrow-body jets, according to Reuters. That memo did not specify a manufacturer for the planes.

Boeing Stock Performance

Boeing climbed 2% Monday to 211.47.

BA shares have rallied 64% from their April 7 low of 128.88.

Boeing stock is trading just above a 209.66 buy point of a nine-day pattern. Shares briefly climbed above the entry on Thursday. The move offers an alternative entry after Boeing became extended from a double-bottom base with a 184.40 buy point. Boeing broke out from that pattern on April 28.

Boeing's 21-date average true range ratio is 2.37%.

The average true range is a metric available on IBD's MarketSurge that gauges the characteristic breadth of a stock's behavior. Stocks that tend to make large jumps or dives in daily action, the kind that can trigger sell rules and shake investors out of a stock, have a high ATR. Stocks that tend to make more incremental moves have lower ATRs.

With the S&P 500 and Nasdaq now in a power trend, investors can buy stocks with ATRs up to 8%, though they should be wary of being too concentrated in high-octane names.

BA stock is up more than 19% this year.

You can follow Harrison Miller for more stock news and updates on X/Twitter @IBD_Harrison

加拿大几个大城市都有自费的全身MRI诊所

最近做了几个心脏检查

来源: tiger00 于 2025-05-31 10:05:32 [档案] [博客] [旧帖] [给我悄悄话] 阅读数 : 11738 (5484 bytes) 

外出走路有会倒下的感觉偶尔发生有2年时间了，没太在意，但年初在欧洲走路发生的机会比较多。

我没糖尿病，血压也正常，有症状的时候摸脉也没有房颤。

回来后看家医，让看心脏科（我想看神经内科，后来问过一个神经科医生，她说看心内科是对的），因为心电图没事（真有问题去急症根本不用等），约专科等了2周，诊所打电话的第二天做了心脏彩超 （Echo)，同时看医生，说心脏很强大，但他开了72小时动态 ( holter)，当天挂的，同时开了跑步机测试 （Stress test），Stress 测试等了2周多，前后做了3个多小时 （都是男技术员，因为要注射放射性物质），第二天看专科，说我的心脏很好，没事。我血脂高好多年了， Crestor 试吃了3次都有无眠的副作用，Lipitor 不敢吃，家医说可以做颈部彩超，我没做，肯定有斑块，因为国内的好友说那里体检几乎所有过了50岁的人都有斑块。

因为注射了放射性元素，告知不要跟小朋友和孕妇接触，还给了我一张证明，因为我要坐飞机。

安省的检查是免费的，约的蛮快；唯一等久的是胸腹部CT，因为放射科医生觉得新发现的胰腺结节没大事，所有等了半年（我LD去年做的只等了一周），焦急的我等不了，B超发现后就去水牛城自费做了MRI（630美刀），头天打电话，第二天做的，非常小的cyst，那么小B超很难发现的，可能很多年了，所以很感谢做B超的技术员，技术蛮高的。我取消了CT检查，尽量少做。

我也自费做了CA19-9，正常，自己的身体，自己多看着点。临床看到太多曾经啥事没有的人发现都是晚期。

今年准备走百来公里的布鲁斯步道（Bruse trail），担心途中晕倒没人看到，心脏没事担心少些。

加拿大几个大城市都有自费的全身MRI诊所，费用不便宜（因为真有问题是免费的），去美国自费要便宜很多。

除了政府要求做的一些预防性随访检查（乳腺检查，宫颈抹片，骨密度，大便潜血等），过了50岁，至少做一次肠镜，每5年做一次腹部B超，甲状腺和颈部B超，胸部X线，2年做一次ECG，每年体验做个血常规血脂甲状腺激素肝功等）。这些能花纳税人多少钱（我们自己交的税多了去了）？真花钱的是拖出来的大病重病，要不政府怎么做那么多全民预防检查？早发现早治疗更省钱。

我在大多附近，加拿大的医疗是省立的，就省论事，安省的医疗算不错的，药剂师可以看一些常规急症药（比如尿道感染，新冠），直接去药房就可以拿到药，如果续药，你不能马上看到家医，药剂师会先给你；看 Walk-in 随时都可以，做血液检查不怕等的也可以当天去做，其他检查也不要等很久（CT/MRI 除外，但放射科医生根据情况分诊要等的时间，B超只要提前2个星期预约，这是他们电话里告诉我的），小地方市镇肯定没有大多地区方便，因为人员分散大，医疗机构少。

其他的省情况如何不知道，因为省立医疗，BC和魁北克不接受其他省护士的执照，疫情中BC可以。所以说加拿大医疗怎么差是不成立的，只能说你们省的医疗怎么样才对。

 

IBD live | Questions | Thousands of viewers

 Over the last several weeks I've submitted dozens of questions. Please try to respond to them on occasion

Hi Arnie, we have over 300 unanswered questions. We have thousands of participants and a very small handful of team members able to answer questions. Some days only 1-2 folks. Thank you for your patience, please keep submitting your questions!

Q: Hello, what is the percentage above the 50ma where you recommend caution about buying a stock? Thank you

A: The general rule is 10% above the 50-day line is starting to look extended.

IBD live | Wondering about CRWD. Is it just a handle forming or not? I guess only time will tell"

Wondering about CRWD. Is it just a handle forming or not? I guess only time will tell"

 Variety is the spice of life, right? CRWD was one of the first movers on the April 22 follow-through day which earns its some extra points in my book. Leaderboard had it but then went heavier in RBRK and that one has been unstoppable in that

space, but extended.

“我们能做空的就做空！” 30年期美债惨成弃儿

由于担忧美国不断膨胀的联邦预算赤字和债务负担，DoubleLine Capita、PIMCO和TCW集团等多家机构，正在避开30年期美国国债，转而选择短期债券。今年以来，30年期美债表现尤为疲软，收益率不断上升，而2年期、5年期和10年期的收益率却在下降。分析认为，这种背离情况非常罕见，上一次全年出现还是在2001年。同时，在周一早上短暂的一刻，20年期美国国债的收益率一度出现近四年来最大幅度的倒挂，短暂低于30年期美债不到1个基点。

媒体报道，由于担忧美国不断膨胀的联邦预算赤字和债务负担，由“新债王”冈拉克（Jeffrey Gundlach）领导的DoubleLine Capital，与PIMCO（太平洋投资管理公司）和TCW集团等多家机构，正在避开期限最长的美国国债，转而选择短期债券。因为短期债券的利率风险较低，同时也能提供不错的收益。

这种组合调整在今年效果显著。随着美国政府支出的增加，市场对长期债券的信心下降，这一趋势不只出现在美国，也出现在日本和英国。上个月，美国还失去了来自穆迪评级的最高信用评分。

今年以来，30年期美债表现尤为疲软，收益率不断上升，而2年期、5年期和10年期的收益率却在下降。

分析认为，这种背离情况非常罕见，上一次全年出现还是在2001年，这种情况显示，投资者要求获得更高的补偿，才愿意把钱借给美国政府这么长时间。由于抛售严重，市场甚至开始猜测美国财政部可能会减少或暂停30年期美债发行。

“我们能做空的就做空”

DoubleLine的投资组合经理坎贝尔（Bill Campbell）表示：

“我们能做空的地方就做空，我们在做‘陡峭化’交易。”

“但在那些只能做多的策略中，我们基本就是不买，转向配置收益率曲线中段的债券。”

根据该公司数据，截至3月，DoubleLine管理的资产约为930亿美元。

美国财政部一直在努力保持债务发行计划的稳定，因此华尔街关于减少30年期债券拍卖的讨论变得非常不寻常。

摩根大通资产管理的全球固定收益主管米歇尔（Bob Michele）上周表示，长期美债现在的交易情况已经不像华尔街一贯认为的“无风险资产”。他认为，美国财政部真的有可能减少或取消30年期美债的发行。

TD策略师在上周的一份报告中表示，美国财政部最早可能会在8月的再融资公告中暗示缩减长期债券的发行。

  美财政部：保持稳定拍卖计划

美国财政部一位发言人则表示，各期限美债的拍卖需求都很强劲，美国政府将继续遵循“定期和可预测”的债务发行政策。在4月30日的声明中，美国财政部承诺在“未来几个季度内”维持包括长期债券在内的拍卖规模不变。

自1月上任以来，美国财政部长贝森特（Scott Bessent）多次表示，他有信心在他的任期内债市将回暖，尤其是10年期基准收益率将回落。他说，自己正在推进控制赤字和刺激增长的计划，这些措施将有助于美国的债务负担变得更可控，也会提振对美债的需求。他还表示，白宫正推动放松银行购买美债的监管，这可能进一步带来新增需求。

下一次30年期国债拍卖将于6月12日举行，分析认为，这将成为一个关键测试。日本上个月的拍卖向市场传递了不安信号。一批40年期日本国债的认购为去年7月以来最弱，这也让当地官员面临更大压力，可能减少该类长期债券的发行。

特朗普的关税政策引发了通胀担忧，在他上任不久就导致了长期美债的表现不佳。美联储官员表示，他们预计这些关税会拖累经济增长，并推高通胀。最近，穆迪的信用评级下调又把焦点拉回财政前景，还有美国国会正在讨论的税改法案，根据“负责任联邦预算委员会”的估算，该法案将在未来10年让赤字增加约3.3万亿美元。

投资者担心美国政府将不得不增加发债以弥补赤字，这也推动30年期美债收益率在上个月达到5.15%，接近2007年以来的高点。同时，30年期与5年期美债的收益率利差突破1个百分点，为2021年以来首次。

  部分投资者“趁跌买入” 但机构态度谨慎

当长期美债价格大跌时，一些交易者看到了机会。5月底，有资金大量流入跟踪30年期美债的ETF产品，在收益率从高位回落后获得了回报。

不过，财政状况的不确定性是PIMCO在去年底开始对30年期美债持谨慎态度的原因，而现在他们仍然低配这一期限的美债。

PIMCO核心策略首席投资官米塔尔（Mohit Mittal）表示，目前公司更青睐收益率曲线中5年到10年期限的美债，同时也在关注非美国债券。

“如果债市真的反弹，在我们看来，主要会由5年到10年期带动。长期债券的作用可能会小一些。”

上周的拍卖结果也验证了这一看法。2年期、5年期和7年期美债的销售情况都不错。而上个月的30年期美债拍卖则稍微逊于预期。

展望未来，投资者认为，如果新的预算协议在2026年前刺激经济和通胀，同时美国债务总额也将继续上升，长债市场将面临更大风险。根据美国国会预算办公室的预测，到2035年，美国债务与GDP的比率将升至118%，超过1946年创下的106%的历史高点。

在这种背景下，一些资产管理人希望30年期国债的收益率溢价能更高一些，才愿意入场。例如，目前30年期国债对10年期的利差大致处于长期平均水平，即约0.5个百分点。

但对于TCW全球利率联席主管帕顿（Jamie Patton）来说，这个利差还不够吸引她买入长期国债。她表示，目前公司超配的是2年和5年期国债，并预计收益率曲线还会进一步变陡。

“我们不会因为30年期收益率到了5%就买。我们看的是整个收益率曲线，这个位置其实还算贵。”

  20年期、30年期美债收益率短暂倒挂

在周一早上短暂的一刻，20年期美国国债的收益率一度出现近四年来最大幅度的倒挂，短暂低于30年期美债不到1个基点。

到了纽约中午时分，20年期美债收益率上涨了大约5个基点，回到约4.99%左右，与30年期美债的收益率几乎持平。分析认为，此前的这种变化，是过去几个月更广泛的收益率曲线“陡峭化”趋势的一部分。由于投资者更倾向于持有期限较短的债券，因此对长期债务要求更高的回报，使得20年期美债在一定程度上比30年期更具吸引力。

TD证券美国利率主管根纳季·戈德堡（Gennadiy Goldberg）表示

“这很可能是长期国债表现不佳的结果，其原因在于期限溢价上升，以及市场预期外国投资者正在退出。”

自五年前美国政府恢复发行20年期美债以来，该期限一直被认为是“最不受欢迎的美债”。此前，美国财政部曾在三十多年前停止发行这一期限。

为缓解压力，美国财政部已将20年期国债的季度发行规模从2021年峰值时的750亿美元下调至现在的420亿美元。

尽管如此，是否应该继续发行20年期国债的问题仍存在争议。特朗普政府第一任期内重新推出该品种的前财政部长姆努钦（Steven Mnuchin）在去年表示，应该停止发行20年期国债，以减少纳税人的成本，因为这种债券的发行成本相对较高。