Rednose Inv retweeted
$NVO deciding to end the dispute with $HIMS — even reluctantly — is a clear demonstration of the strength of the Hims platform.
With more than 2.5M subscribers in the U.S. alone, a number that could grow to tens of millions, $HIMS has built one of the largest direct-to-consumer healthcare distributions.
For pharmaceutical companies and treatment providers, being on the Hims platform means immediate access to millions of patients.
One of Hims’ stated goals is to offer the widest possible variety of treatments, bringing as many providers as possible onto the platform.
The partnership with $NVO not only removes a major legal overhang that was already priced in, it strongly validates the core thesis behind $HIMS.
Owning distribution is an enormous advantage.
GLP-1 is one of the most important healthcare markets of the next decade, and it will likely be one of the first categories to show the value of Hims’ distribution and its growing range of treatments.
As Andrew Dudum said: “You will have more and more treatments on the market very quickly, and this will make prices go down dramatically.”
Not great news for big pharma.
Amazing news for whoever owns the distribution.
Rednose Inv retweeted
$SOFI five years ago:
• $18/share
• 1.9M members with ~$360M gross profit run-rate
$SOFI today:
• $18/share
• 13.7M members with ~$2.2B gross profit run-rate
Same price. Very different business.
$SOFI is now below the ~$23B market cap requirement for S&P 500 eligibility.
Any near-term inclusion hopes likely get delayed.
Rednose Inv retweeted
Q3 results are in and here are the highlights:
- We’re growing fast and efficient. Revenue is up 49% year over year. Adjusted EBITDA is up 53%. Increasing confidence we can meet and surpass 2030 targets of $6.5B and $1.3B in Adj. EBITDA.
- Growth is becoming more diversified. Hims is growing 40% yoy excluding the generic PRN business we are shifting away from. Hers is growing high double/triple digits toward north of $1B in revenue next year.
– The best offerings in healthcare are coming to the table given the scale of our consumer platform. From advanced diagnostics to early stage biotech. We’re leaning in hard here to curate the best, at affordable prices.
– As we scale, we’re passing savings back to the consumer. We started the year with ~400,000 sq ft. of verticalized facilities, and expect to end the year at north of 1 million, with consumers as the true beneficiaries of our expanding scale. Gold standard infrastructure + FDA registered facilities & GreenList suppliers for GLP-1s = real wins for consumers.
– New categories like Testosterone and Menopause expected to be growth drivers next year. Great early signals and product market fit. Now we’re focused on optimizing the engines.
- Comprehensive lab testing is on track to launch by year end at a fraction of the cost that this level of advanced testing can run today. Hundreds, not thousands. Over time we’ll verticalize further this lab infrastructure to bring the cost as low as possible.
– Longevity is going live next year. Expected to eventually include peptides, coenzymes, GLP/GIP, supplements and tracking. If the rich and famous have access to these levels of cutting edge precision therapies, we want you to have it also. Our California facilities are in full-motion onshoring R&D for core peptides.
– International is on deck. Canada will be live soon, and we’re in active conversations with the leading generics manufacturers for when semaglutide will be available in Canada and Brazil in generic form in 2026. Continuing investments in the UK & Germany, and looking at other international markets like Australia & other Latin American and Asian markets.
Our goal hasn’t changed: help the world feel great.
—————————
Read more here: investors.hims.com/files/doc…
Important info here: news.hims.com/disclaimers/ca…
Rednose Inv retweeted
$HIMS REVENUE UP 49% YoY, CASH FROM OPERATIONS UP 74% YoY
Rednose Inv retweeted
Rednose Inv retweeted
I like Morningstar and read their reports often.
That said, they really missed on $HIMS. No mention at all of at-home blood testing addition to the subscription model.
Their model is also built on significantly lower 2030 estimates given by $HIMS management. $2.3B revenue and $315M adjusted EBITDA vs $HIMS guidance of $6.5B revenue and $1.3B adjusted EBITDA.
Morningstar coverage isn't entirely misfounded, there are real risks to Hims business model, but if they can execute, $25 is a ridiculously low fair value.
It's always good to hear other opinions, but more importantly, you must have an ability to create your own analysis.
I remain bullish on $HIMS.
🚨 BREAKING: MORNINGSTAR INITIATES COVERAGE ON $HIMS WITH A "NO-MOAT" RATING, $25 PRICE TARGET
alrighty then!
Rednose Inv retweeted
If I had to start from $0 today, these are the 5 stocks I’d build around 🧵
This isn’t just a list, it’s the foundation I’d use to compound wealth for the next decade 👇
1/ $SOFI
SoFi is more than a bank.
Its lending platform spins off profit that fuels growth into checking, investing, and more.
Each new member becomes more valuable over time and that flywheel is just getting started.
Rednose Inv retweeted
We just shared our Q2 results and I believe the quarters to come will bring more exciting growth as we show the industry that the future of healthcare is scalable, data-driven, and personal. Read more here: news.hims.com/newsroom/inves…
Rednose Inv retweeted
🚨BREAKING: $HIMS just hired Shankar Sadasivam as VP of AI
— Ex-Cruise $GM Head of AV Behaviors & Planning (w/ Mo current CTO)
— Ex-Qualcomm
— PhD in ECE
This team isn’t messing around.
They are assembling an elite AI bench to rewire how healthcare is delivered: personalized, proactive, always-on.
$HIMS isn’t building a telehealth app.
They’re building the infrastructure for the future of care.
Rednose Inv retweeted
”Om du lägger in 5000kr på ditt tradingkonto idag och får det att växa med 2% varje dag blir det 870.000kr på ett år!”
Ja och du hade varit världens rikaste på några år med… Sinnessjukt hur många personer på TikTok som ändå går på denna pyramid-scheme…🤬
Rednose Inv retweeted
We just shared our Q1 results. And our 2030 target: $6.5B in revenue, $1.3B in adjusted EBITDA. We're entering a new era of growth: deeper personalization, broader impact, and faster execution. The foundation is set. The roadmap is clear. We're just getting started.
Rednose Inv retweeted
HOLY MOLY $HIMS JUST GUIDED TO $6.5B IN 2030 SALES WITH 20% EBITDA MARGINS 😳
Rednose Inv retweeted
Extraordinary quarter for $HIMS
Rednose Inv retweeted
$HIMS
Over the past three years, Hims & Hers has a 75.7% compound annual growth rate (CAGR).
Rednose Inv retweeted
👀 $HIMS now hiring for a Senior Director, Federal Government Affairs
Very interesting....
Rednose Inv retweeted
I just read $HIMS' Q3 earnings call transcript and took notes so you don’t have to.
Here’s EVERYTHING you need to know 👇🏻🧵
Rednose Inv retweeted
$HIMS to Announce Third Quarter 2024 Financial Results on November 4, 2024
• Guidance:
Revenue $375-380M
Adj. EBITDA $35-40M
• Analysts Estimates:
Revenue $381.5M (revised up from $379.3M)
Adj. EBITDA $38.9M
GAAP EPS $0.05
What are your expectations? 🤔

































