I'm newer to HIMS as an investor. One thing I haven't considered is HIMS being the Spotify of healthcare.
That pharma's will plug into HIMS and compete to offer their drugs because HIMS has the distribution.
This is an interesting take. I've only been seeing HIMS as a subscription service, but it does make sense that it positions as America's pharma distributor.
Many thanks for excellent Hims content here and in your X spaces! I’m really interested in these two recent acquisitions they’ve made and I need to educate myself about peptides.
Only thing I was not happy with Hims latest earnings call was that they didn’t much comment the launch of new verticals (menopause and testosterone). I would really like them to move with at least one of them in Q2… still I added +15% to my position with yesterday’s prices.
Appreciate the work you put into this man!
I'm newer to HIMS as an investor. One thing I haven't considered is HIMS being the Spotify of healthcare.
That pharma's will plug into HIMS and compete to offer their drugs because HIMS has the distribution.
This is an interesting take. I've only been seeing HIMS as a subscription service, but it does make sense that it positions as America's pharma distributor.
Great work.
Many thanks for excellent Hims content here and in your X spaces! I’m really interested in these two recent acquisitions they’ve made and I need to educate myself about peptides.
Only thing I was not happy with Hims latest earnings call was that they didn’t much comment the launch of new verticals (menopause and testosterone). I would really like them to move with at least one of them in Q2… still I added +15% to my position with yesterday’s prices.