Added to YB: 2025-10-21
Pitch date: 2025-10-17
HIMS [neutral]
Hims & Hers Health, Inc.
-27.56%
current return
Author Info
Company Info
Hims & Hers Health, Inc. operates a telehealth platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, and internationally.
Market Cap
$8.9B
Pitch Price
$51.37
Price Target
N/A
Dividend
N/A
EV/EBITDA
52.94
P/E
73.02
EV/Sales
4.26
Sector
Health Care Providers and Services
Category
special_situation
HIMS: Andrew Dudum. The 'Teflon Don' of Telehealth
HIMS (update - short): Despite regulatory red flags (FDA cease & desist, NVO partnership loss, 80+ lawmakers' concerns), stock remains resilient like 'Teflon Don.' 3 catalysts could break: 1) Corporate practice of medicine violations via rigged intake flows pushing compounds 2) Trump's $150 Ozempic pricing threatening cash-pay model 3) Core biz decelerating as GLP-1 growth slows. Trading 40x multiple unsustainable.
Read full article (15 min)