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Hims & Hers expanded its subscriber benefits bundle to ten partner brands. The update is not a direct revenue story yet; it is a retention, churn, and marketing-efficiency proof test.
ADMA is profitable and ASCENIV is still growing, but Q1 2026 reset the story: standard IG pricing pressure, distributor timing, BIVIGAM weakness, and long-term guidance withdrawal turned 2026 into a proof year.