🚨 THE BILLION-DOLLAR OPPORTUNITY FOR $HIMS THAT WALL STREET IS "SLEEPING" ON
@davidmaris - six-time #1 ranked pharma analyst, founder of Phalanx Investment Partners
02:56 - Compounded semaglutide pill saga
05:49 - The "steelman" for why Hims launched the pill
07:29 - Novo deal economics
14:29 - MEDVi scandal and wild west of GLP-1s
18:19 - Peptides going mainstream
25:57 - July FDA meeting
31:27 - TRT = billion-dollar opportunity
35:31 - Sleep Sleep Sleep Sleep
37:26 - Friction in getting diagnosed
38:04 - The CPAP supply chain problem
39:17 - How Hims could revolutionize sleep
43:04 - Eucalyptus and going global
46:16 - Cruise engineers (wtf are they building?!)
50:25 - Short interest still out of control
55:05 - Voting control and insider selling
59:46 - Valuation and Q1 warning signs
01:03:48 - Should Hims buy a teletherapy?
01:07:12 - Why Maris is long Hims 🔥
Not financial, legal, or medical advice