To The Moon

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💸 Strong Financial Momentum:

• Q2 2025 Revenue: ~$258 million (up 40% YoY)

• Annual Run Rate: >$1 Billion

• Positive Adjusted EBITDA: Achieved profitability ahead of schedule

• Cash on hand: Over $200 million, no debt

• Gross Margins: ~80% — SaaS-like margins in healthcare!

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📈 Business Model Tailwind:

• Direct-to-consumer, subscription-based model

• Low churn, high retention, and strong Lifetime Value (LTV)

• Tackling underserved areas like:

• Mental health

• Sexual wellness

• Hair loss

• Weight loss (GLP-1 program ramping up)

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🧠 AI-Powered Telehealth:

• Integrated AI into patient screening and triage

• Faster onboarding, personalized treatments, scalable care

• Building proprietary platforms that can scale millions of virtual consultations per year

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🧑‍🤝‍🧑 Brand Loyalty & Expansion:

• HIMS and HERS are trusted brands among millennials and Gen Z

• Expanding SKUs across dermatology, psychiatry, weight management

• Over 1.7 million subscribers and growing fast

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📉 Undervalued = Opportunity:

• Stock recently pulled back from its highs

• Still trading at a discount vs peers in health tech and SaaS, despite higher margins and better unit economics

• Institutional ownership increasing steadily — the smart money is loading up

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🔑 Bottom Line:

HIMS is no longer just a startup — it’s now a profitable, scaled, tech-enabled healthcare engine with massive upside in a $4T+ U.S. healthcare market.

This is a long-term winner hiding in plain sight.

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