$Hims & Hers Health Inc.(HIMS)

$Hims & Hers Health Inc.(HIMS)$ Hims is misperceived as a DTC pharmacy or telehealth app. In reality, it’s building a vertically integrated healthcare platform — combining software, clinical care, diagnostics, compounding, and fulfillment. This isn’t just about better margins — it’s about controlling the entire patient journey and creating a scalable, defensible infrastructure. (Moat)

Once the market recognizes Hims as a core layer of consumer healthcare infrastructure, not just a front-end, the valuation shifts. True platform companies with similar vertical integration and recurring models often trade at 10–20x revenue. That re-rating isn’t hype — it’s a function of business model strength and structural positioning.

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