pepcasso

Why I believe Hims & Hers is just getting started Today’s partnership with Eli Lilly could be much bigger than people realize. Here’s why I’m extremely bullish on $HIMS: - 2.9M subscribers today, up 19% YoY, generating $753M in quarterly revenue. And I believe we’re still in the early innings. - $LLY and $NOVO.NE are just the beginning. Today we’re talking about Wegovy, Ozempic, Zepbound and Foundayo. Imagine how many new obesity treatments and other innovative medicines these pharmaceutical giants will launch over the next decade. - Every new treatment is another opportunity for HIMS. More medicines, more patients, more subscriptions and potentially higher revenue per customer. The platform becomes more valuable with every partnership. - The international opportunity is enormous. Through ZAVA, Livewell and Eucalyptus, HIMS has established a presence across the US, Canada, UK, Germany, France, Spain, Ireland, Australia and Japan. That’s access to markets representing more than 600M adults. - And the global rollout of obesity treatments is accelerating. Novo Nordisk launched oral Wegovy in Spain just days ago. Imagine HIMS eventually integrating these treatments across its international platforms, subject to local approvals. - My boldest prediction for 2030: 20M+ global subscribers, with 30M possible in an extreme bullish scenario. That’s roughly 7–10x today’s subscriber base. I don’t see Hims & Hers as simply another telehealth company. I see a potential Amazon of healthcare. A global platform where millions of people access doctors, treatments, prescriptions and personalized healthcare in one place. Amazon and other competitors will obviously fight for this market, but I believe HIMS has a genuine opportunity to become the category-defining platform. Save this post. I want to revisit these predictions in 2030. — Killua