jeffpark3385

[jeffpark3385 @jeffpark33851]

fighting!!

[Jawwwn @jawwwn_]

$PLTR CEO Dr. Alex Karp’s Q4 2024 earnings message to retail shareholders 🔮🔥

“We’re doing it! And I’m sure you’re having just as much fun as I am”‼️

“Palantir is here to disrupt and make the institutions we partner with the very best in the world, and when it’s necessary, to scare our enemies, and on occasion, kill them.

“Let’s not talk to analysts about the burden of being right. Our burden of investing in Ontology. Our burden of actually looking at the math. The burden of reading what a rule of 40 is. The burden of being honest about what an enterprise software company is. Or the burden of explaining to your friends that you’re really happy. 🤣

“I’m very happy to have you along for the journey. You are partners for us. Every Palantirian, we are crushing it.

“We have dedicated our company to the service of the West and the USA, and we’re super proud of the role we play, especially in places we can’t talk about.

[jeffpark3385 @jeffpark33851]

팔란티어 과거사례유추>
1/IBM의 생태계 종속성
2/록히드마틴의 군산복합체 수익 모델
3/SWIFT의 필수 인프라 독점
4/부즈 앨런의 국가 정보 민간화
5/연방준비제도의 민간이지만 국가 기능 수행
5/핀커턴의 감시·집행 외주화
이 여섯 가지를 하나의 플랫폼에 결합한 것이 팔란티어입니다.

[jeffpark3385 @jeffpark33851]

Wegovy 알약이 어제 영국에서 승인되었습니다. 당사 Juniper(Eucalyptus) 고객을 위한 사전 주문이 오늘 시작되었습니다.

[andrewdudum @AndrewDudum]

The Wegovy pill was approved in the UK yesterday. Pre-orders for our Juniper customers went live today.

That’s how healthcare should work. Drug manufacturers innovate, and customers don’t have to wait to feel great.

If you’re in the UK, we can’t wait to help you on your weight loss journey. Learn more here: https://t.co/CeSUxYQMQi

Important info here: https://t.co/d1UssORIhZ

[jeffpark3385 @jeffpark33851]

최고 의료 책임자로 Dr. Anant Vinjamoori를 팀에 환영,그는 예방 및 장수 케어 분야의 선도적인 전문가이며, 깊은 임상 경험과 최신 진단 및 치료 기술(펩타이드 포함)에 대한 지식을 가진 세계에서 몇 안 되는 임상의 중 한 명입니다. Hims 브랜드의 다음 단계(기존,신규) 임상 지침을 제공할 것

[andrewdudum @AndrewDudum]

For most men, health is about more than just losing weight, keeping your hair, or maintaining your sex life. It’s about trying to unlock a better version of yourself. The science is advancing and men’s options to feel great are expanding.

That’s why I’m so excited to welcome Dr. Anant Vinjamoori to the team as our Chief Medical Officer of @wearehims . He’s a leading expert in preventive and longevity care, and is one of the few clinicians in the world that has deep clinical experience and a command of the latest diagnostic and therapeutic technology (including peptides).

Joining Dr. Pat Carroll’s wider team of medical experts, Dr. Vinjamoori will provide the clinical guidance that shapes the next phase of the Hims brand across all of our categories – both existing and still to come.

Dr. Vinjamoori’s been at the leading edge of care for men for more than a decade, and I can’t wait for our Hims customers to feel his impact.

Welcome, Anant!

https://t.co/uM8EATZudH

[jeffpark3385 @jeffpark33851]

But the defining challenge of this moment isn't discovery, it's delivery.

[Anant Vinjamoori, MD @dranantmd]

Excited to be joining @AndrewDudum and the team at @wearehims

We are on the precipice of an extraordinary moment in medicine. Over the next several years, an avalanche of potentially game-changing therapies will reach patients: across metabolic health, hormones, neuropsychiatry, regenerative medicine, and beyond. GLP-1s were just the beginning.

But the defining challenge of this moment isn't discovery, it's delivery. How do we bring these therapies to people in a way that realizes their full potential: one that embraces individual choice while remaining uncompromisingly safe and scientifically rigorous?

That's the problem I'm here to work on. I'm grateful to join and help lead a team building the biggest platform for people to access the future of medicine.

[jeffpark3385 @jeffpark33851]

수억 명의 사람들을 위한 미래의 건강을 어떻게 재구상하고 있는가--->힘스는 반드시 한다

[andrewdudum @AndrewDudum]

Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.

When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.

Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.

But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.

Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.

I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.

https://t.co/XIampqFSST

Read more here, including important footnotes and disclaimers: https://t.co/4A919nDjTO

[jeffpark3385 @jeffpark33851]

이회사에 투자한 이유 -의료혁신, 2030년이후를 보자
그는 "환자들이 넷플릭스에서 영화를 보거나 배달 앱으로 패스트푸드를 주문하는 것처럼,
필요할 때 언제든 선택해서 의료 서비스를 받는 것이 왜 안 되느냐"고 질문했다.

[andrewdudum @AndrewDudum]

I spoke with @washingtonpost about what’s coming next for us, and we covered everything from GLP-1s to supplements to biological age to peptides. But the bigger picture is how we can create better access to the things that can help anyone feel great.

Thanks @PostRowland for a great conversation about what’s coming next in health and how we’re building it at Hims & Hers.

[jeffpark3385 @jeffpark33851]

@CMDarnton0 thanks for your ideas and look forward to your continued collaboration. Also, what are your thoughts on this announcement? Pivotal opportunity:
->Cold Spring Harbor Laboratory Appoints Jack Abraham and Terri Keogh to Board of Trustees
Jan 28, 2026, 10:51 ET

[jeffpark3385 @jeffpark33851]

@alc2022 thanks for your ideas and look forward to your continued collaboration. Also, what are your thoughts on this announcement? Pivotal opportunity:
->Cold Spring Harbor Laboratory Appoints Jack Abraham and Terri Keogh to Board of Trustees
Jan 28, 2026, 10:51 ET

[jeffpark3385 @jeffpark33851]

기대한다>Jack Abraham가 그려가는 힘스의 상상력
원천 기술을 가진 연구소(IP)
Cold Spring Harbor Laboratory Appoints Jack Abraham and Terri Keogh to Board of Trustees
Jan 28, 2026, 10:51 ET

[jeffpark3385 @jeffpark33851]

26년 1분기 어닝콜>
힘스는 올해를 의미 있고 성공적인 출발로 시작했습니다.
향후 10년간 우리 플랫폼의 방향을 제시할 전략적 목표 달성에 상당한 진전을 이루었습니다.
특히 2026년은 성장세가 가속화되는 해로,
2030년까지 달성하고자 하는 야심찬 목표에 대한 확신을 더욱 강화시켜 줍니다.

[andrewdudum @AndrewDudum]

2026 is proving to be a defining year at Hims & Hers. More and more, we are the partner people rely on for a simpler, more personal path to feeling great.

Our Q1 2026 results are now live and they make it clear that we aren’t just growing. We’re showing the world what happens when you focus on transforming what people believe is possible in healthcare.

Here’s what to know from today’s numbers:

- We’re building momentum in the US. There are more ways than ever for customers to start – and stay – with Hims & Hers. That’s driving momentum across all of our specialties, especially weight loss, where we’re seeing near-record adoption levels since March. Our strategic shift is paying off.

- Our global reach is multiplying our impact. As we expand globally, we’ll bring more data points into our ecosystem and extend the network effects of our platform. This isn’t just good for our customers. It’s good for our partners, too, who are starting to see the potential in a high-touch, personal platform experience designed to help customers stick to their treatment plans longer and achieve their goals better than with medication alone.

- We have deeper-than-ever relationships with our customers. We’re moving beyond simply responding to symptoms by investing in areas like diagnostics that make it easier for anyone to feel their best. We’re now a trusted, comprehensive health partner that’s helping customers proactively discover early signs of conditions that may not be symptomatic yet.

- Our platform is getting harder to replicate. Our technology and data infrastructure is getting more agile and more intelligent with tens of millions of customer touchpoints. We power the end-to-end customer experience, which means we’re constantly growing a closed-loop, proprietary data flywheel that we believe is unmatched.

I’ve never been more confident in the future of health – and I’ve never been more sure that we’re the ones building it.

More on this quarter’s results: https://t.co/O44El2nhen

Important info here:
https://t.co/nCW7KGtVNJ

https://t.co/0hfWRjJdgb

[jeffpark3385 @jeffpark33851]

1)오늘날의 의료시스템은 망가져있다-반드시 혁신이 필요함 (반���적, 개인맞춤제공하지 않음)
2)AI와 데이타로 인해 개인맞춤형 서비스 가능
3)의료서비스분야의 개인맞춤형 마케팅 최상단에 자리하게 될 것이다(CEO)
4)개별약물 판매보다는 생체지표관련 네트워크 확장

[jeffpark3385 @jeffpark33851]

마음이 다시한번 웅장하네요. 팔란티어팀들 당신들은 최고이며 앞으로 5년이후 미국 역사상 최고의 회사가 될 것으로 생각을 합니다.화이팅~^^

[jeffpark3385 @jeffpark33851]

fighting!!

[Jawwwn @jawwwn_]

$PLTR CEO Dr. Alex Karp’s Q4 2024 earnings message to retail shareholders 🔮🔥

“We’re doing it! And I’m sure you’re having just as much fun as I am”‼️

“Palantir is here to disrupt and make the institutions we partner with the very best in the world, and when it’s necessary, to scare our enemies, and on occasion, kill them.

“Let’s not talk to analysts about the burden of being right. Our burden of investing in Ontology. Our burden of actually looking at the math. The burden of reading what a rule of 40 is. The burden of being honest about what an enterprise software company is. Or the burden of explaining to your friends that you’re really happy. 🤣

“I’m very happy to have you along for the journey. You are partners for us. Every Palantirian, we are crushing it.

“We have dedicated our company to the service of the West and the USA, and we’re super proud of the role we play, especially in places we can’t talk about.

[jeffpark3385 @jeffpark33851]

@killing_pa20637 분석력이 대단하시네요.감사합니다.이번 어닝콜중 20��데정도 제약사,바이오테크등과 논의중이란 내용이 있어서 기대합니다.CEO를 믿고 역사를 만들어보죠.2030년

[jeffpark3385 @jeffpark33851]

HIMS 26년 1분기 어닝콜중 :
노보노디스크와의 협력은 1호 사례일 뿐입니다
앞으로: **20여건 논의가 진행중
1)제약,바이오테크→ Hims 플랫폼을 통해 출시
2)신약 개발사 → Hims 플랫폼을 통해 출시
3)의료기기 회사 → Hims 구독자에게 유통
4)진단 검사 회사 → Hims 데이터와 결합

[jeffpark3385 @jeffpark33851]

1)Hims & Hers의 첫 번째 AI 케어 에이전트, Labs AI
2)Medicine 3.0의 핵심 비즈니스 모델의 시작
3)힘스 관계자분들께 응원을 드립니다.

[Hims & Hers Comms @HimsHersComms]

Introducing Labs AI, the first AI care agent from Hims & Hers. Built with guardrails, Labs AI uses a custom-built AI system to deliver personalized health insights while helping address nuanced questions.

Learn more from CTO Mo Elshenawy: https://t.co/yRwSN7svAD

[jeffpark3385 @jeffpark33851]

https://t.co/Y6XWij7yEv

[jeffpark3385 @jeffpark33851]

Netflix는 단순히 DVD를 대여하는 것��� 아니고 사람들이 가장 원하는 것들에 대한 새로운 경로를 창조함으로써 소비자 행동을 바꾸고 있었죠. 역시 저희 플랫폼에서도 FDA 승인된 GLP-1 전체 범위를 제공함으로써, 우리는 이용 가능한 모든 도구를 통해 고객들에게 더 많은 선택권을 주고 있습니다

[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

[jeffpark3385 @jeffpark33851]

CTO : "더 나은 의료 시스템 구축: 의료 서비스를 위한 운영 체제로서의 AI"-->몇개월후 기대한다 힘스 턴어라운드

[andrewdudum @AndrewDudum]

AI can and should change the speed of innovation. We’re now entering an era where you can build a profitable company with a few humans and a lot of AI tools.

But in healthcare, innovation means facilitating more real patient-provider relationships and expanding access to actionable health information. It means using AI to help scale access to high-quality, specialty care for more people. Our CTO Mo is building this in real time – more on his team’s progress below.

Customers don’t care how much revenue you made last year. They care how safe they are, how much easier you make their life, and how you help them achieve their health goals. There is no substitute for clinical expertise. @tristanharris says that the best version of AI is one that is specifically focused on enhancing a pro-human future. I agree.

Speed, growth, and a high valuation mean nothing if your customers can’t trust you or are exposed to risk from the moment they start a relationship with you. “Hyper-efficient” shouldn’t become code for “cutting corners.” Nothing justifies gambling with real people’s lives.

When you focus on helping people get healthy, not just getting them through the door, the rest follows.

https://t.co/8OdfFfETLt

[jeffpark3385 @jeffpark33851]

힘스의 미래

[엔팔좋아 @NPjoa_Hodl]

전 FDA 부국장이 HIMS CPO로 참여한 이유 ( 공홈 / 번역 )

처음 Hims & Hers 이사회 면접 제안을 받았을 때 저는 망설였습니다. TV에서 Hims & Hers 광고를 본 적은 있었지만, 솔직히 말해 어떤 회사인지 잘 모르겠다는 생각이 들었기 때문입니다. 그렇지만 동시에, 조금 다른 각도에서 헬스케어의 문제를 풀어볼 수 있는 기회일지도 모른다는 점이 매우 흥미로웠습니다.

결국 제 걱정은 오해에 불과했습니다. 저는 Hims & Hers의 창업자이자 CEO인 Andrew Dudum, 그리고 제가 만난 모든 이사회 멤버들과 경영진이 사려 깊고, 진지하며, 열린 태도를 가지고 있고, 무엇보다 헬스케어 시스템을 개선하려는 깊은 사명감을 가지고 있다는 것을 느꼈습니다. 이제 이사회 일원으로서 1년을 함께한 지금, 저는 Hims & Hers가 안전, 품질, 임상적 탁월함을 무엇보다 중시하면서도 모두를 위한 케어 개선에 열정을 쏟는, 진정한 ‘업계의 판을 흔드는’ 기업이라는 점을 잘 알게 되었습니다.

( 중략 )

제게 있어 가장 중요한 과제는, 지금 이 비약적인 혁신 속도를 ‘개개인을 위한 헬스케어 재정의’에 어떻게 연결할 것인가입니다. 자신의 몸 상태를 확인하는 일이 날씨 앱을 켜보는 것만큼 직관적인 세상을 떠올려 보십시오. 조기 발견이 집에서 자연스럽게 ���루어지고, 도시에 살든 농촌에 살든 누구나 즉각적이고 개인화된, 신뢰할 수 있는 고품질 케어에 접근할 수 있는 세상 말입니다. 텔레헬스 접근성을 넓히고, 소비자가 자신의 건강 의사결정에 적극적인 파트너가 될 수 있도록 돕고, 혁신이 환자와 제공자 사이의 ‘신뢰 관계’를 대체하는 것이 아니라 오히려 강화하도록 만든다면, 그 미래는 충분히 손이 닿는 곳에 있습니다. 물론 그 과정에서, 모든 처방·제품·상호작용이 최고의 품질, 안전, 윤리 기준을 충족하도록 하는 일은 필수적입니다.

저는 이 길이 쉽지 않다는 것을 알고 있습니다. 진짜 변화는 많은 노력과 시간을 필요로 하고, 마찰 없이 일어나지 않습니다. 의미 있는 ‘판 흔들기’는 늘 의심과 회의론을 불러옵니다. 하지만 변화에 습관적으로 저항하는 대신, 우리에게는 헬스케어를 함께 다시 상상하고 ���시 설계할 수 있는 기회가 있습니다. 소비자, 텔레헬스 플랫폼, 의료 제공자, 환자 단체, 의학 협회, 제약회사, 헬스·메드테크 혁신가, 정책 입안자, 규제 기관이 모두 함께 말입니다.

Hims & Hers의 Chief Policy Officer로서 제 목표는, 혁신과 규제 사이의 다리를 놓는 것입니다. 우리가 대담하게, 그러나 책임감 있게 앞으로 나아갈 수 있도록 하는 것이지요. 그렇게 함께 노력한다면, 개인 맞춤형 케어의 장점과 기술의 힘을 결합해 더 건강한 미래를 만들어가는 시스템을 구축할 수 있다고 믿습니다.

[jeffpark3385 @jeffpark33851]

존속성 : 향후 10년,20년후 이 세상은 어떤 모습일까?내가 투자하고 회사는 어떻게 그에 맞출것인가?