HimsHub

The enthusiast for Hims and Hers | Not affiliated with $HIMS | 10,000 shares and accumulating |

[andrewdudum @AndrewDudum]

As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality.

In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film.

They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most.

By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care.

Read more on how we’re making this possible, including important info, here:

https://t.co/HxYN1KhGwS

[Hims House @himshouse]

🚨 BREAKING: $HIMS APPLAUDS FDA'S MOVE TOWARDS REGULATORY CLARITY ON PEPTIDES

"Americans have been hearing a lot about peptide therapy, and, at Hims & Hers, we believe everyone deserves a responsible pathway to the latest innovations in longevity and wellness."

"The FDA’s plans to more clearly define the regulatory status of several peptides is an important step toward moving these treatments out of the gray market, and into more trusted channels overseen by vetted healthcare professionals."

[Hims & Hers Comms @HimsHersComms]

Today, the FDA moved towards bringing regulatory clarity on peptide therapy. At Hims & Hers, we believe innovation in longevity care must be guided by safety, transparency, and clinical excellence.

Read our statement from Dr. Pat Carroll: https://t.co/vDul6nPpbe

[Hims House @himshouse]

🚨 BREAKING: FDA COMMISSIONER MARTY MAKARY ON $HIMS x $NVO

"I’d like to congratulate both parties on this deal following our recent action."

"Also glad to hear Novo will withdraw its lawsuit against HIMS."

"A win for the American people, whom president Trump has charged us with putting first. 🇺🇸"

[andrewdudum @AndrewDudum]

We founded Hims & Hers to help more people feel great. To disrupt a broken healthcare system and create a new model of health where innovators work together to deliver access to care that actually serves everyday people.

We align how we operate with where we see major growth opportunities and in a way that allows us to meet our customers where they are (and where they want to go). That’s why, later this month, Hims & Hers customers will have access to FDA-approved medications from @novonordisk as a part of a strategic collaboration.

The weight loss landscape is completely different today than it was when we first entered the category. FDA-approved GLP-1 treatments are now more accessible, with greater affordability and more flexible dosing options and form factors. These market changes are shifting consumer demand towards these branded medications.

We’re moving our model forward another step with this strategic shift in our US weight loss business. This evolution will make us the largest global consumer health platform providing access to more affordable, approved medications.

We will continue to innovate across our platform, keeping what’s best for consumers as our North Star. There's challenging, important work in front of us, and I've never been more excited about the path ahead. Just like we always do, Hims & Hers will rise to meet the moment.

More here: https://t.co/jcWkrvvkts

Important info here: https://t.co/WiCHFnUnN2

[Sky @TheSkayeth]

$HIMS is a telehealth company.

Not fintech.
Not SaaS.
Not crypto.

And people are still comparing it to companies in completely different sectors.

Know what you own.
The time will come soon.

[Trix Investments @TrixInvestments]

$HIMS bears don't read anything before they post.

Their recent acquisiton that will bring in ~ $450 million in annual revenue and 775,000 customers won't count towards their revenue until mid 2026.

Management explicity stated this, and also said their recent outlook is expected to be lower due to when they recognize certain subscription payments on their platform. (Ex, a customer is on a 5 month plan and pays every 5 months, if they pay at the end of 2025, and then again in May 2026, $HIMS won't be able to recognize this revenue in Q1 2026)

[mon @moninvestor]

$HIMS earnings are out.

[Hims House @himshouse]

🚨 $HIMS WAS ROUGHLY TWICE THE SIZE OF THE NEXT LARGEST U.S. TELEHEALTH PROVIDER (RO) IN 2025

48.5% vs 24.8% OF OBSERVED TOTAL CUSTOMERS

51.9% vs 22.9% OF OBSERVED TOTAL SALES

PER BLOOMBERG SECOND MEASURE

[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

[TrendSpider @TrendSpider]

$HIMS Beats on earnings, misses on revenues.

~EPS: $0.08 vs $0.03 est
~REV: $617.8M vs $619.2M est

-2.9% 🟥 https://t.co/T4hJ6Ojy5k $HIMS

[The Insider @insiderinvests]

Holy shit

$HIMS Hers Labs added an doctor-developed Action Plan page

[Shay Boloor @StockSavvyShay]

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Popular names right now:
• $TSLA ~3.8x
• $PLTR ~2.6x
• $AAPL ~2.4x
• $GOOGL ~1.8x
• $ASML ~1.7x
• $TSM ~1.7x
• $HOOD ~1.6x
• $META ~1.3x
• $ALAB ~1.2x
• $MSFT ~1.2x
• $SOFI ~1.1x
• $AMZN ~1.1x
• $ADBE ~0.9x
• $CRM ~0.9x
• $NOW ~0.9x
• $MU ~0.8x
• $AVGO ~0.7x
• $NVDA ~0.6x
• $ORCL ~0.5x
• $AMD ~0.5x
• $HIMS ~0.5x

[Hims House @himshouse]

$HIMS

🚨 BREAKING: FDA APPROVES LABELING CHANGES TO MENOPAUSAL HORMONE THERAPY PRODUCTS

- Risk statements related to cardiovascular disease, breast cancer and probable dementia were removed from the “boxed warning”
- RFK Jr.: “By removing these boxed warnings, we ensure that women receive accurate information about hormone therapy—free from exaggeration or fear”

[The Psycho Analyst @TheRealBirnbaum]

$HIMS permabears claim the company is dead. Let’s look at the facts.

1. Vast majority of revenue outside semaglutide.
2. Hims can continue selling through the lawsuits. Lawsuits will take years. By then they’ll be generic.
3. At no point was this a GLP-reliant business.

It’s incredibly exciting that I’ll get to talk to these people in another five years. They’ve guaranteed the death of this “shitco”. I’m betting it’s unlikely.

[Arthritisfinger @arthritisfinger]

$NOVO is selling a drug.

$HIMS is selling:

-App first healthcare
-Lifestyle
-Comfort
-AI Doctors in the future
-Subscription Model
-No doctor‘s room
-No prescription stress
-Discretion
-An entire Healthcare platform

I could go on forever here.

[BONGO IDEAS ™ @BongoIdeasHQ]

All of a sudden…

Breast cancer (cure found)
Lung cancer (cure found)
Colorectal cancer (cure found)
Prostate cancer (cure found)
Stomach cancer (cure found)
Liver cancer (cure found)
Cervical cancer (cure found)
Thyroid cancer (cure found)
Bladder cancer (cure found)
Esophageal cancer (cure found)

Right after the Epstein files came out, cure for every cancer is being found? Wonderful!

[Hims & Hers Comms @HimsHersComms]

Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us for access to safe, affordable, and personalized care.

https://t.co/rhsmDXFh9g

[Hims House @himshouse]

🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK

[Rep. Anna Paulina Luna @RepLuna]

There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen, peptides have some pretty incredible medical properties and are doing wonders for people. At any rate, Pharma has a tendency to tip the scales on anything that could potentially cost them revenue. I want to raise this issue for everyone so that you can get involved.