Rednose Inv

”Clowndjävel” sa de. ”Absolut, men jag sysslar med aktier också.”

[Rednose Inv @InvRednose]

Portfölj just nu.

$HIMS Hims&Hers

$PINT Pinterest
$LMND Lemonade
$RAYb Rayseach laboratories
$Inv.b Investor
$SOFI
$LIFCO
$EQT
$APPL Apple

[Rednose Inv @InvRednose]

@Ronieutd Bojan Djorgic,
Jesper Blomqvist
Henrik Larsson

[Rednose Inv @InvRednose]

@bearliu He is from sweden. Not Finland.

[Rednose Inv @InvRednose]

@Lilletoni och så går de upp 40% på måndag....
Aj....

[Daniel @danielisdizzy]

$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.

[Rednose Inv @InvRednose]

@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.

[Rednose Inv @InvRednose]

@0xHelder @himshouse Its a big pharma war. They are soing this shit even if they dont need, care or win.

[Rednose Inv @InvRednose]

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.

[andrewdudum @AndrewDudum]

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

[Rednose Inv @InvRednose]

Hims bygger globalt.

[Hims House @himshouse]

🚨 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

[Shay Boloor @StockSavvyShay]

$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.

[Rednose Inv @InvRednose]

@himshouse 40.000 x 83$=
$ 3.320.000 every month.

2.5M subscribers.
Raise the price with 2$= 5M every month.

[Rednose Inv @InvRednose]

@RealVikashMehra @AndrewDudum Foong= doing

[Rednose Inv @InvRednose]

@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.

[Rednose Inv @InvRednose]

@RealVikashMehra @AndrewDudum Why should he?

[Rednose Inv @InvRednose]

@himshouse @david_wainer Gpt-1 stands for 10-20%. Hims is much bigger that that.

[Rednose Inv @InvRednose]

@TheSkayeth @grok what is a golden signal triggered?

[Rednose Inv @InvRednose]

@Wisdom_HQ 116

Take the horisontal stick from 4. And Put Stright down… 1 1 6

[Rednose Inv @InvRednose]

@GARRlS0N @grok hur länge har Hims sålt sina produkter på Walwart?

[Rednose Inv @InvRednose]

@himshouse It should say (For paid subscribers)

[Rednose Inv @InvRednose]

@NordnetAra 1987

150.000 kr. I Malmö.

[Rednose Inv @InvRednose]

@icyops @pdicarlotrader