Added to YB: 2026-01-13
Pitch date: 2026-01-10
HIMS [neutral]
Hims & Hers Health, Inc.
-49.8%
current return
Author Info
No bio for this author
Company Info
Hims & Hers Health, Inc. operates as a consumer-first health and wellness platform that connects consumers to licensed healthcare professionals in the United States, the United Kingdom, Canada, Germany, the Republic of Ireland, France, Spain, and internationally.
Market Cap
$3.5B
Pitch Price
$31.07
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.50
P/E
30.18
EV/Sales
1.73
Sector
Health Care Providers and Services
Category
N/A
Hims & Hers Health is facing an existential crisis
HIMS (quick overview): Novo Nordisk's Jan 5, 2026 shortage exemption end threatens HIMS's core model. Original Wegovy now $149/month vs HIMS's $199 compound version - pricing power lost. Novo partnering with CVS, Costco, LifeMD, GoodRx while excluding HIMS creates compliance risk. 80% gross margins on compounds unsustainable. Valuation must shift from growth tech to online pharmacy multiple. Prepare stop-loss.
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