To The Moon

Sign Up
      • BarcodeBarcode
        ·2025-11-05

        🤖📊🚀 Hims & Hers: The Telehealth Titan Rewriting Personalised Health’s Playbook in a GLP-1 World 🚀📊🧠

        $Hims & Hers Health Inc.(HIMS)$ $Eli Lilly(LLY)$ $Novo-Nordisk A/S(NVO)$  🎯 Executive Summary I’m convinced Hims & Hers Health (HIMS) isn’t just participating in the GLP-1 boom; it’s engineering a defensible ecosystem around direct-to-consumer personalised care. At $45.46, it’s trading in a consolidation zone that screams opportunity as the GLP-1 obesity wave rewires healthcare economics. Q3 2025 delivered $599 million in revenue (+49 % YoY) and $78.4 million in adjusted EBITDA (+53 % YoY), underscoring tangible operating leverage. Subscribers reached 2.47 million (+21 %), monthly revenue per user rose to $80 (+19 %), and 80 % of users now engage in mu
        1.44K10
        Report
        🤖📊🚀 Hims & Hers: The Telehealth Titan Rewriting Personalised Health’s Playbook in a GLP-1 World 🚀📊🧠
      • MaverickWealthBuilderMaverickWealthBuilder
        ·2025-11-04

        HIMS' Growth Has a "Sweet Tooth" for Weight Loss. Is a Wegovy Deal Imminent for HIMS?

        $Hims & Hers Health Inc.(HIMS)$ delivered strong revenue but faced profitability pressures in its Q3 2025 earnings report. Overall, the performance exceeded market expectations, primarily driven by rapid growth in subscription users and expansion of personalized healthcare services. Revenue surged nearly 50% year-over-year, but net profit declined and EPS fell short of analyst consensus, reflecting underlying challenges in cost control and supply chain management.Despite this, discussions regarding a potential collaboration with $Novo-Nordisk A/S(NVO)$ on Wegovy emerged as a major highlight, potentially signaling a strategic resurgence in the company's weight loss sector. However, caution is warranted
        712Comment
        Report
        HIMS' Growth Has a "Sweet Tooth" for Weight Loss. Is a Wegovy Deal Imminent for HIMS?