HIMS is a Tricky one to Call Bullish or Bearish under TrumpRx
1.
PRESIDENT TRUMP TO SIGN EXECUTIVE ORDER TO USE AI IN CHILDHOOD CANCER RESEARCH
This is MASSIVE for $Tempus AI(TEM)$ .
Tempus is already embedded in 65%+ of US academic medical centers & works with over half of oncologists, giving it one of the richest genomic-clinical datasets in oncology.
2.
$Hims & Hers Health Inc.(HIMS)$ is a tricky one to call bullish or bearish under TrumpRx.
On paper it should be a tailwind because TrumpRx pulls more Americans into the habit of buying prescriptions online, exactly the behavior shift Hims has been waiting for. That could expand its addressable market overnight.
But the same policy that broadens the funnel also lowers the floor on pricing. Hims makes most of its money on cash-pay generics. If TrumpRx starts listing those drugs at headline discounts negotiated directly with $PFE, the consumer will compare prices in two clicks. That’s where Hims 76% gross margins start to look vulnerable.
This is why it’s tough to call. You get a bigger market but maybe thinner unit economics. If Hims can lean on brand, bundled care, and convenience, it should hold its premium. If not, TrumpRx drags pricing power out from under them.
The story cuts both ways 🤔
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