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[Hims House @himshouse]

🚨 Brazil's 2nd-largest telehealth CEO on how $HIMS should enter Brazil

🇧🇷🇧🇷🇧🇷

FULL INTERVIEW

Abrahão Fecury (@AFecury) is co-founder and CEO of Eles & Elas, a Brazilian company that he says was built using "the Hims & Hers playbook". Eles & Elas is the 2nd largest telehealth company in Brazil, according to Fecury. Voy is #1.

$HIMS CEO Andrew Dudum has said during multiple earnings calls that Brazil is a market Hims might enter in the future 👀

This is our first episode with the CEO of a Brazilian telehealth. Thanks so much to Abrahão for coming on the show!!

04:51 - Revenue of R$4.5 million (~$1 million USD)
10:25 - Margins of each category
13:35 - Brazil healthcare 101
16:43 - 1 in 4 adults in Brazil has obesity
19:22 - Meta Ads brings in 80% of customers
24:30 - Why ANVISA banned Voy, then reversed it on August 5
28:32 - Voy "more than 10x Eles & Elas' revenue"
30:57 - Generic semaglutide margin is only 5-10%
34:26 - Lilly suing in Brazil too
35:30 - Paraguay shenanigans
40:38 - Why $HIMS should buy a telehealth to expand into Brazil
48:34 - Other countries in LatAm

Not financial, legal, or medical advice

[Hims House @himshouse]

BLUEALPHA STUDY OF 30 TELEHEALTH & DTC HEALTH BRANDS SHOWS $HIMS LEADING THE PACK

- Hims ranks #1 in ad health across Meta + Google (score 89/100)
- BlueAlpha says Hims has ads on just 2 platforms: Meta + Google
- Not sure how to verify but that's what the study says

Source: @BlueAlphaAI

[Hims House @himshouse]

@TheHimsInvestor likely yes

[Hims House @himshouse]

🚨 $HIMS CALL VOLUME BULLISH

(after plunging 6% on the open for literally no reason… stock has mostly recovered all losses now and is back above $30)

[Hims House @himshouse]

@novernong I posted about it because (1) it's important info, (2) zero other media outlets reported on the news, and (3) I just found out about it yesterday.

I want $HIMS to be at $100. Yesterday.

[Hims House @himshouse]

As many have said in the comments:

This is old news: the document was posted to the FDA's website a month ago.

Nevertheless, the Form 483 has been reported by a grand total of 0 media outlets.

I think it's important information to share.

[Hims House @himshouse]

🚨 FDA FLAGGED DRUG CONTAMINATION & STERILITY CONCERNS AT $HIMS SUBSIDIARY XECARE

Form 483 to XeCare LLC citing 3 concerns:

1. Inadequate cleaning between hazardous drug batches, approximately 56 air-pressure alarm events
2. Improper exposure of materials used for injectable semaglutide to lower-grade air
3. Untested water used in minoxidil gummies

FDA inspected the facility from June 8-17, and issued the Form 483 on June 17

The document was publicly posted to FDA website on Sep 10, 2026

IMPORTANT NOTE: A Form 483 identifies *potentially* significant violations but is LESS SEVERE than an FDA Warning Letter and does NOT constitute a final determination of wrongdoing

[Hims House @himshouse]

@irenaicloud lol my position has never been larger

[Hims House @himshouse]

LINK TO FORM 483:

https://t.co/rLIbhwLCPl

[Hims House @himshouse]

@alc2022 @giandoserra Yep nonstop bad news

Can't take it any more, Antonio

[Hims House @himshouse]

🚨 BREAKING: $HIMS AND HERS ARE OFFICIALLY LIVE IN AUSTRALIA!!!

🇦🇺🇦🇺🇦🇺

h/t @giandoserra

[Hims House @himshouse]

🚨 $HIMS Senior Director of Strategic Partnerships, James Kellermann, says he has been blown away by how "seamless" the process of integrating Eucalyptus has been

James has been at $HIMS for almost 9 years, so has just about seen it all

🔥🔥🔥

[Hims House @himshouse]

🚨 $HIMS TO REPORT Q3 EARNINGS ON NOV 9, 2026

[Hims House @himshouse]

🚨 HERS LAUNCHES IN AUSTRALIA

- Categories include hair, menopause, perimenopause, and weight loss
- The launch also marks the rebrand of Juniper (Eucalyptus) to Hers
- And follows Pilot's transition to Hims in August
- $HIMS full platform launch in Australia is complete

🇦🇺🇦🇺🇦🇺

[Hims House @himshouse]

🚨 BREAKING: $HIMS AND HERS ARE OFFICIALLY LIVE IN AUSTRALIA!!!

🇦🇺🇦🇺🇦🇺

h/t @giandoserra

[Hims House @himshouse]

🚨 BREAKING: FUNCTION HEALTH PARTNERS WITH GOOGLE

- Later this fall, U.S. users will be able to share their Function lab results with the Google Health app and Google wearables
- Goal: connect lab testing results with wearable data
- $HIMS CEO Andrew Dudum has said they are planning to integrate wearables data into Hims Labs / AI offering

[Hims House @himshouse]

@giandoserra URLs:

Hims: https://t.co/Rcfvt9qHUA
Hers: https://t.co/XByxCe7e5k

[Hims House @himshouse]

@CDarnton0 TIME TO GET YOU ON THE POD

[Hims House @himshouse]

$HIMS 🔥🔥🔥 $30.92 (+10%)

Highest daily close since Aug 27 (43 calendar days ago)

First back-to-back ~15M volume days since Aug 20-21 (7 weeks ago)

[Hims House @himshouse]

oh sweet jesus $HIMS +10%

made in america peptides?! 🇺🇸

[Hims House @himshouse]

LINK:

https://t.co/swuS5ELYaB

[Hims House @himshouse]

🚨 THE NARRATIVE IS ALREADY TAKING HOLD THAT $HIMS IS THE SINGLE-BEST WAY TO PLAY PEPTIDES IN THE PUBLIC MARKETS

"For investors looking for the sharpest single-stock read on a peptide regulatory green light, $HIMS itself is that vehicle."

"The company’s explicit public commitment to a peptide lineup by year-end 2026, combined with its existing telehealth infrastructure and the distribution reach it built during the compounded GLP-1 era, positions it as the most operationally ready publicly traded platform to monetize any expansion in compounding-pharmacy peptide access."