$NVO deciding to end the dispute with $HIMS — even reluctantly — is a clear demonstration of the strength of the Hims platform.
With more than 2.5M subscribers in the U.S. alone, a number that could grow to tens of millions, $HIMS has built one of the largest direct-to-consumer healthcare distributions.
For pharmaceutical companies and treatment providers, being on the Hims platform means immediate access to millions of patients.
One of Hims’ stated goals is to offer the widest possible variety of treatments, bringing as many providers as possible onto the platform.
The partnership with $NVO not only removes a major legal overhang that was already priced in, it strongly validates the core thesis behind $HIMS.
Owning distribution is an enormous advantage.
GLP-1 is one of the most important healthcare markets of the next decade, and it will likely be one of the first categories to show the value of Hims’ distribution and its growing range of treatments.
As Andrew Dudum said: “You will have more and more treatments on the market very quickly, and this will make prices go down dramatically.”
Not great news for big pharma.
Amazing news for whoever owns the distribution.
@Nbusiness1990 Buying all the time.
The company is doing everything right. The stock is something else. Its a war out there people who love to short it, and big pharma is afraid. Lot of bullshit.
Meanwhile the company is growing and expand.
Making 2M dollar every month.
Jag gillar hims. Aktiepris ör en sak. Det är narrativ, rädslor, spekulation. Sen finns dwt mål, vision och att följa gameplan. @AndrewDudum är målmedveten och jag gillar det han gör.
Every choice we make at Hims & Hers is in the pursuit of a single goal: help more people feel great.
It sounds simple, but our current healthcare industry makes it nearly impossible. It’s why more than 2.5M subscribers depend on us for a new experience. One where they’re treated like a person, instead of a patient.
Our Q4 and full year 2025 results are live and they are proof that when you put people at the center of health, more people want to engage. Here’s what to know:
- We’re growing. Hers is expected to eclipse $1B in revenue this year. Hims revenue grew nearly 30% year-over-year. We launched 3 new offerings in 3 months. And we're focused on scaling global key markets to expand access to high-quality care, which we believe will help us reach $1B in international annual revenue by 2030. Across new markets and new specialties, our business has never encompassed this many new high-impact verticals with the potential to exceed $100M in annual revenue.
- We’re more than any one treatment. Since our founding, people have pigeon-holed us based on specific categories. We’ve been known as a hair loss company. An ED company. Today, some may think of us as a GLP-1 company. The reality is that only a small minority of our subscribers are using a compounded GLP-1 treatment. While the cultural conversation changes over time, our value to customers remains the same. Weight Loss is proof of the power of our model and we believe that power is what defines our platform for millions.
- We’re creating a new era of consumer health. We see a future where people benefit from innovations in diagnostics, wearables, and data. Where AI can use that data to define and refine treatments and support clinical guidance. And where verticalized infrastructure more efficiently delivers personalized treatments. The first two pillars – stronger technology and deeper data – are advancing across the industry. We believe that innovation demands the third pillar: a scalable way to make the final step in healthcare more precise and more personal. We’re investing in our capabilities in all three.
Change is coming to healthcare. More on the progress we made this year here: https://t.co/L2V2hdlQNg
Important info here: https://t.co/KFmOZwNahF
🚨 BREAKING: $HIMS BREAKS OUT UNITED STATES vs REST OF WORLD REVENUE FOR FIRST TIME IN COMPANY HISTORY
🇺🇸 UNITED STATES
Q4'25: 554M (+17% y/y)
Q4'24: 474M
FY '25: 2.21B (+53% y/y)
FY '24: 1.45B
🌎 REST OF WORLD
Q4'25: 64M
Q4'24: 7M
FY '25: 134M
FY '24: 27M
$SOFI five years ago:
• $18/share
• 1.9M members with ~$360M gross profit run-rate
$SOFI today:
• $18/share
• 13.7M members with ~$2.2B gross profit run-rate
Same price. Very different business.
@RealVikashMehra@AndrewDudum I saw it. But tweets are not the company. The busniess is foong really well. They make 2.3M every month.
2.5M subscribers paying 83$
I dont care about tweets.