$hims had a GLP-1 advertisement during last night’s NBA finals game. The ad was towards the end of a close game when the viewers are dialed in. $hims likely spent over 1 million on this ad. It looks like a good investment according to google trends🔥
$hims supporters. If you see negative comments and haters don’t bother replying to them. All that does is promote them in the algorithm so they can reach more people. It’s better to completely ignore them. I am completely on
@AndrewDudum
side. He did nothing wrong.
The last few days have been a disheartening reflection of just how divisive a time we live in. I’d like to clarify a few things because my words have been misconstrued by some.
$hims will have faster growth and more revenue than $celh next quarter yet $celh is valued more than 2x what $hims is. In my opinion $hims has a much larger TAM opportunity than a drink company. I really don’t understand the stock market
$hims can easily hit 200k subscribers with their new GLP-1 weight loss compound. At $199 a month that’s 470 million in new revenue yearly. If $hims does extremely well and gets 1 million subscribers their revenue would more than 3x. The future is bright 🔥🔥🔥
Does this mean $hims can mass produce semaglutide GLP-1 drugs to all customers as long as it’s personalized. If anyone has a good understanding I’d love to hear from you. Lilly Suffers Legal Loss in Tirzepatide Case Against Compounding Pharmacy
Isn’t this market manipulation that a hedge fund
@nbhorwitz
can short a company $hims then the hedge fund
@hntrbrkmedia
can publish a hit piece which is owned by the same hedge fund.
@SECGov
This $hers weight loss ad has a high like to view ratio. $hims most viewed YouTube video has 44m views with 137 likes. This $hers ad has 3.2m views with 3.7k likes which is a 368 higher like to view ratio. Demand seems to be high.
$hims can easily double their net income this year since they just turned profitable. That would mean $hims is trading at a lower P/E than $aapl. $hims is growing at 40%+ while $aapl has zero growth. It makes zero sense to be investing in expensive big slow companies.
Both $him and $hers weight loss subreddit communities hit 1k members today. It’s pretty much a given that $hims will blow the door off revenues next earnings call in my opinion.
If you read the article $googl going to start selling GLP-1 in 2026. $hims is fast and focused on healthcare while the tech giants are slow and distracted by the majority the their business which is non-healthcare.
Hopefully $hims has a big stockpile of GLP-1s ready to go to satisfy a surge of demand. People are saying on this Reddit post that they can’t be prescribed for GLP-1s.
Sometimes I wonder why I bother with the stock market. In real estate I can buy a beat up house, work hard and have 50k profit in a year. I invested in $hims for over 2 years. $hims revenue and gross margin has gone to the moon yet the stock barely budges. Like what the flip!!
$hims ceo
@AndrewDudum
had some interesting quotes in his interview. 1. “$hims is growing rapidly and we will be able to announce net profit in a quarter or 2.” Most analysts currently are currently not predicting net profit until 2025
Today we launched Weight Loss by $hims and Hers.
Just $79/mo!!
Personalized 1-1 evaluations, custom prescription combinations that address your specific underlying drivers of weight gain, and behavioral and nutrient support to help make it last. All included and delivered to
$hims is one of the best Black Friday deals available this year. If $hims did zero marketing in 2024 (which is a bad idea because it helps them grow fast) most of the red bar would turn blue and their net profit would be over 400m. A very conservative pe of 10 would value $hims
I’ve seen some $hims shareholders take profit which is nice. $hims is trading at under 4x 2022 revenue,is growing at 95%,has 79% gross profit and is just now turning the corner to profitability. I believe $hims has years of growth ahead of them so I’m not selling for a long time
$hims has always underpromised and overdelivered. They hinted they could be profitable this quarter so I think they will be. If their weight loss category takes off Q4 2024 net profit of 25m wouldn’t be surprising. A pe of 50 would value them at 5 billion (2 billion currently)
If you really believe $hims is trash you’ll have the balls to not to sell your short until after they report their next earnings call in early August
@nbhorwitz
$HIMS CEO just dumped another $6 million+ worth of shares starting July 3, right before the holiday.
Based on Hunterbrook Media’s reporting, Hunterbrook Capital is short.
Since $hims has been doing well I decided to give $150 monthly to Ukraine and Haiti. Giving money to those in need is more fulfilling than spending on yourself
On $hims latest instagram post they have almost 1k comments mostly negative. I counted how many people that said they cancelled and it came out to 65 people 😂. $hims is fine as long as
@AndrewDudum
is more careful in the future
Bought some short $hims call options in case the stock jump from the official GLP-1 drugs announcement coming soon. Thanks
@Aktiediplomaten
for the heads up!!
$hims will most likely have their first net income positive quarter this quarter(Q3 2023) due to their new weight loss category. There is already over 1.4 million subscribers that $hims can target. Those customers are low hanging fruit because $hims can market to them for free.
GLP-1s are the main talking point when discussing $hims lately so much so that $hims mental health category is often forgotten. Mental health is one of $hims fastest growing sectors adding significant new revenue to the business!!
There’s likely is going to be a backlash if consumers lose access to affordable GLP-1 drugs and are forced to pay higher prices. Maybe $nvo will allow $hims to sell GLP-1 drugs with a royalty attached. $hims could also just promote its other non-GPL-1 weight loss drugs more.
$hims non GLP-1 weight loss drugs are already at a 200 million a year run rate. If GLP-1 semaglutide is FDA restricted again the USA price will likely be over $1,000 a month. The vast majority of consumers will go for oral or Liraglutide drugs that are up to 10 times cheaper
I’m going to see
@realMeetKevin
tomorrow. I want to try to convince him and his employees to add $hims to his etf $PP. If anyone has a short summary of $hims strong points please put it in the comments below. Thank you!!
People criticizing $hims high CAC cost are going to get a pleasant surprise in the next earnings. CAC is going to plummet due to the millions of dollars in free advertising $hims got in May from multiple media companies.🔥
$hims added this neat process bar recently. I was also able to order this while working 13 hour days at my job. If I would have had to take off of work half a day to see a doctor in person that would have cost me roughly $300 more than what $hims charged me!!
@AndrewDudum
🔥🔥
When $tsla was a 3 billion dollar company
@Gfilche
was a fanboy now he’s a multi millionaire. $hims is also a 3 billion dollar company currently so I have a feeling
@presidential01
will also become a multi millionaire🔥
Almost everyone I personally know that invests in stocks just buys the S&P500. I personally wouldn’t want most of my money going into $nvda at a 77pe , aapl at a 36pe ,Amazon at a 56pe when I can buy $hims at a pe under 100 and they just turned profitable
$HIMS This hims GLP-1 video was at 500 views a few days ago. Now at 1.3 million views. Hims is "leaning into" GLP in a big way. Q2 will beat by a sizable amount.
$NVDA is a great company but how are investors comfortable paying 40 times sales when $HIMS is available for 2 times sales with growth over 50%? I would also thinks it’s much easier for $HIMS to double their sales because they a faction as big as $NVDA.
Interesting $hims poll on how many weight loss users vs investors are on hims weight loss subreddit. It’s good to see that there’s more users than investors 😂
@elonmusk
I rented a Tesla for a road trip and it’s annoying having to wait 30 minutes to supercharge. I wait happy to have my diesel vw Jetta back tbh
$HIMS Hims & Hers Health, Inc. Reports First Quarter 2024 Financial Results
Revenue of $278.2 million, up 46% year-over-year in 2024
Net income of $11.1 million; Adjusted EBITDA of $32.3 million in Q1 2024
I can’t find anything saying that the FTC is launching an investigation into $hims.
@sprucepointcap
better not be making false allegations to make money.
@SECGov
@GaryGensler
$hims
$HIMS This hims GLP-1 video was at 500 views a few days ago. Now at 1.3 million views. Hims is "leaning into" GLP in a big way. Q2 will beat by a sizable amount.
$hims bought a 503b compounding pharmacy. If they have extra capacity it could be profitable for them to manufacture health care products for other companies.
@AndrewDudum
just a thought
I now own .0001374% of $maia biotechnology. It’s a small company under 100 million market cap that’s showing very promising results on cancer therapy. If their phrase 3 trial goes well the share price will likely skyrocket. Thank you
@FrameworkWisely
for recommending this company
I compared $lfmd to $hims recently. Both have price to sales under 2 for 2023,rising google searches and App Store reviews. Lifemd just launched their weight loss program in late June and offers GLP-1 drugs. Hims is launching their own weight loss program in late 2023 but will
We’re exceeding our own high expectations at $HIMS.
We announced today we’re increasing our outlook for the year, and now expect to achieve $1.2-1.23 billion in revenue and $120-135 million in Adjusted EBITDA in 2024, blowing by our previous 2025 targets.
Personalized products
This subreddit has double in size in 5 days. Weight loss will likely become a big category quickly for $hims because people talk about weight much more than ED or mental health so it should be much easier for $hims to get word of mouth customers.
I want to buy more $hims stock but I need a higher paying job. I live an hour north of
#Philadelphia
. I make 100k now doing commercial roofing. Does anyone know a blue collar job that pays more than that? I didn’t go to college fyi
$hims bears like to say that $hims is just a marketing company therefore they have no moat and they’re trash. The same could be said throughout $mnst history and look how well they have performed!!🔥
$Hims passed $Tdoc for the first time in Apple’s medical apps. $Tdoc likes to brag about their breadth of services but $Hims offers physical products (hair,sexual health and wellness,skin,etc ) while $Tdoc doesn’t so in my opinion $Hims has a better flywheel.
In the last 5 days $hims added 161 App Store reviews,teladoc added 37,and Amazon care added 33. $tdoc is the oldest and biggest but it seems that $hims is getting more traction and starting to close the gap. Also Keeps and Roman don’t have apps which is good news for $hims
On
@X
everyone seems to talk about the same big stocks. I’d love to invest in a fast growth micro cap stock with a market cap of maybe under 250 million. Something similar to $hims metrics would be a dream come true. What a good way to find these companies?
Wall Street should hurry up and finish their job of sending $hims stock to $3 then I’ll sell one of my rental properties and buy 40k shares. Come on Wall Street I dare you to do it!!!