What’s Going On With Hims & Hers Stock?
This episode examines Hims & Hers (HIMS), a sub-$10B market-cap company whose stock is down 8% YTD but up nearly 100% from its YTD low and roughly 50% off its 52-week high. Travis Hoium explains the selloff was driven by uncertainty around compounded GLP-1s (the FDA shortage exemption ending in Q1 2025) and a Novo Nordisk patent lawsuit, then discusses why the companies ultimately partnered, enabling Ozempic and Wegovy sales on Hims & Hers and creating potential tailwinds. The conversation frames Hims & Hers as a healthcare “aggregator” platform akin to Netflix/Uber, highlights a membership-based pricing model, and explores peptides as a possible growth catalyst. Key metrics to watch include subscriber growth, spend per subscriber, and international expansion via acquisitions.
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00:00 Why Hims and Hers Stock
00:26 Stock Drop Explained
01:10 GLP-1 Compounding Risks
02:19 Patent Lawsuit Fallout
03:03 Why Novo Partnered
04:56 Aggregator Platform Thesis
07:39 Pricing Power And Subscriptions
10:38 Peptides Growth Catalyst
13:32 Wearables Data Strategy
15:43 AI In Healthcare Platform
17:12 Earnings Metrics To Watch
