”Clowndjävel” sa de. ”Absolut, men jag sysslar med aktier också.”
Joined February 2021
- Tweets700
- Following463
- Followers427
- Likes243
Söker jag på aktier jag har, så får jag upp 100-tals spam om att gå med olika Chatgrupper. Jag blockerar 30 konton om dan.
Hur gör ni andra med den skiten? X har blivit sjukt dåligt. Noll substans bara en djävla massa BitCoin, MemeCoin och grupper man ska gå med i.
I agree! But I’m less focused on the next few quarters and more on what they’re building for the next 20–40+ years.
If Hims truly becomes a broad healthcare platform, today’s margins matter far less than what this company could become.
There are also questions about $HIMS profitability, since they once again were not GAAP profitable.
Want to flag a few things.
1/x
Rednose Inv retweeted
$NVO deciding to end the dispute with $HIMS — even reluctantly — is a clear demonstration of the strength of the Hims platform.
With more than 2.5M subscribers in the U.S. alone, a number that could grow to tens of millions, $HIMS has built one of the largest direct-to-consumer healthcare distributions.
For pharmaceutical companies and treatment providers, being on the Hims platform means immediate access to millions of patients.
One of Hims’ stated goals is to offer the widest possible variety of treatments, bringing as many providers as possible onto the platform.
The partnership with $NVO not only removes a major legal overhang that was already priced in, it strongly validates the core thesis behind $HIMS.
Owning distribution is an enormous advantage.
GLP-1 is one of the most important healthcare markets of the next decade, and it will likely be one of the first categories to show the value of Hims’ distribution and its growing range of treatments.
As Andrew Dudum said: “You will have more and more treatments on the market very quickly, and this will make prices go down dramatically.”
Not great news for big pharma.
Amazing news for whoever owns the distribution.
Jag gillar hims. Aktiepris ör en sak. Det är narrativ, rädslor, spekulation. Sen finns dwt mål, vision och att följa gameplan. @AndrewDudum är målmedveten och jag gillar det han gör.
Every choice we make at Hims & Hers is in the pursuit of a single goal: help more people feel great.
It sounds simple, but our current healthcare industry makes it nearly impossible. It’s why more than 2.5M subscribers depend on us for a new experience. One where they’re treated like a person, instead of a patient.
Our Q4 and full year 2025 results are live and they are proof that when you put people at the center of health, more people want to engage. Here’s what to know:
- We’re growing. Hers is expected to eclipse $1B in revenue this year. Hims revenue grew nearly 30% year-over-year. We launched 3 new offerings in 3 months. And we're focused on scaling global key markets to expand access to high-quality care, which we believe will help us reach $1B in international annual revenue by 2030. Across new markets and new specialties, our business has never encompassed this many new high-impact verticals with the potential to exceed $100M in annual revenue.
- We’re more than any one treatment. Since our founding, people have pigeon-holed us based on specific categories. We’ve been known as a hair loss company. An ED company. Today, some may think of us as a GLP-1 company. The reality is that only a small minority of our subscribers are using a compounded GLP-1 treatment. While the cultural conversation changes over time, our value to customers remains the same. Weight Loss is proof of the power of our model and we believe that power is what defines our platform for millions.
- We’re creating a new era of consumer health. We see a future where people benefit from innovations in diagnostics, wearables, and data. Where AI can use that data to define and refine treatments and support clinical guidance. And where verticalized infrastructure more efficiently delivers personalized treatments. The first two pillars – stronger technology and deeper data – are advancing across the industry. We believe that innovation demands the third pillar: a scalable way to make the final step in healthcare more precise and more personal. We’re investing in our capabilities in all three.
Change is coming to healthcare. More on the progress we made this year here: investors.hims.com/files/doc…
Important info here: news.hims.com/disclaimers/ca…
Hims bygger globalt.
🚨 BREAKING: $HIMS BREAKS OUT UNITED STATES vs REST OF WORLD REVENUE FOR FIRST TIME IN COMPANY HISTORY
🇺🇸 UNITED STATES
Q4'25: 554M (+17% y/y)
Q4'24: 474M
FY '25: 2.21B (+53% y/y)
FY '24: 1.45B
🌎 REST OF WORLD
Q4'25: 64M
Q4'24: 7M
FY '25: 134M
FY '24: 27M
Rednose Inv retweeted
$SOFI five years ago:
• $18/share
• 1.9M members with ~$360M gross profit run-rate
$SOFI today:
• $18/share
• 13.7M members with ~$2.2B gross profit run-rate
Same price. Very different business.
$SOFI is now below the ~$23B market cap requirement for S&P 500 eligibility.
Any near-term inclusion hopes likely get delayed.
Rednose Inv retweeted
Q3 results are in and here are the highlights:
- We’re growing fast and efficient. Revenue is up 49% year over year. Adjusted EBITDA is up 53%. Increasing confidence we can meet and surpass 2030 targets of $6.5B and $1.3B in Adj. EBITDA.
- Growth is becoming more diversified. Hims is growing 40% yoy excluding the generic PRN business we are shifting away from. Hers is growing high double/triple digits toward north of $1B in revenue next year.
– The best offerings in healthcare are coming to the table given the scale of our consumer platform. From advanced diagnostics to early stage biotech. We’re leaning in hard here to curate the best, at affordable prices.
– As we scale, we’re passing savings back to the consumer. We started the year with ~400,000 sq ft. of verticalized facilities, and expect to end the year at north of 1 million, with consumers as the true beneficiaries of our expanding scale. Gold standard infrastructure + FDA registered facilities & GreenList suppliers for GLP-1s = real wins for consumers.
– New categories like Testosterone and Menopause expected to be growth drivers next year. Great early signals and product market fit. Now we’re focused on optimizing the engines.
- Comprehensive lab testing is on track to launch by year end at a fraction of the cost that this level of advanced testing can run today. Hundreds, not thousands. Over time we’ll verticalize further this lab infrastructure to bring the cost as low as possible.
– Longevity is going live next year. Expected to eventually include peptides, coenzymes, GLP/GIP, supplements and tracking. If the rich and famous have access to these levels of cutting edge precision therapies, we want you to have it also. Our California facilities are in full-motion onshoring R&D for core peptides.
– International is on deck. Canada will be live soon, and we’re in active conversations with the leading generics manufacturers for when semaglutide will be available in Canada and Brazil in generic form in 2026. Continuing investments in the UK & Germany, and looking at other international markets like Australia & other Latin American and Asian markets.
Our goal hasn’t changed: help the world feel great.
—————————
Read more here: investors.hims.com/files/doc…
Important info here: news.hims.com/disclaimers/ca…
Rednose Inv retweeted
❤️
Today we announce a strategic investment in $GRAL — the most advanced Multi-Cancer Early Detection (MCED) test on the market.
When I was 12, my father was diagnosed with stage 4 colon cancer. He was 38 at the time, about the same age as I am today.
Since hearing about early detection cancer tests nearly 5 years ago, I’ve been obsessed with finding ways to get more people I love access. I started with my family a few years back, and most recently my friends.
With today’s announcement, I’m now focused on all of you.
The ability to detect cancer in its early stages was a dream when I was a kid. It was what I wanted more than anything after my dad was diagnosed.
What $GRAL can do today is nothing short of magic. It is flipping cancer diagnosis on its head. Imagine the ability to catch it early. No more surprises, no more “if onlys.” Just a simple, annual blood test that’s as easy as going to the dentist. For many, it could be life-changing, helping you or a family member find out early, when something can hopefully be done.
Today’s strategic investment is the first of many like it, in our pursuit to curate the absolute best in advanced healthcare.
This deal, though, is special to me, and I couldn’t be more excited to one day bring it to you and the people you love.
grail.com/press-releases/gra…
Note on forward-looking statements: news.hims.com/disclaimers/ca…
Rednose Inv retweeted
I like Morningstar and read their reports often.
That said, they really missed on $HIMS. No mention at all of at-home blood testing addition to the subscription model.
Their model is also built on significantly lower 2030 estimates given by $HIMS management. $2.3B revenue and $315M adjusted EBITDA vs $HIMS guidance of $6.5B revenue and $1.3B adjusted EBITDA.
Morningstar coverage isn't entirely misfounded, there are real risks to Hims business model, but if they can execute, $25 is a ridiculously low fair value.
It's always good to hear other opinions, but more importantly, you must have an ability to create your own analysis.
I remain bullish on $HIMS.
🚨 BREAKING: MORNINGSTAR INITIATES COVERAGE ON $HIMS WITH A "NO-MOAT" RATING, $25 PRICE TARGET
alrighty then!
Rednose Inv retweeted
If I had to start from $0 today, these are the 5 stocks I’d build around 🧵
This isn’t just a list, it’s the foundation I’d use to compound wealth for the next decade 👇
1/ $SOFI
SoFi is more than a bank.
Its lending platform spins off profit that fuels growth into checking, investing, and more.
Each new member becomes more valuable over time and that flywheel is just getting started.
$HIMS CEO @AndrewDudum selling shares ≠ lack of conviction. It’s tax/charity planning & diversification. He’s still the largest shareholder AND just recruited 5 top talents from other firms. Neither he nor they would bet on HIMS if they didn’t believe in the vision. #HIMS”
Rednose Inv retweeted
We just shared our Q2 results and I believe the quarters to come will bring more exciting growth as we show the industry that the future of healthcare is scalable, data-driven, and personal. Read more here: news.hims.com/newsroom/inves…
Rednose Inv retweeted
🚨BREAKING: $HIMS just hired Shankar Sadasivam as VP of AI
— Ex-Cruise $GM Head of AV Behaviors & Planning (w/ Mo current CTO)
— Ex-Qualcomm
— PhD in ECE
This team isn’t messing around.
They are assembling an elite AI bench to rewire how healthcare is delivered: personalized, proactive, always-on.
$HIMS isn’t building a telehealth app.
They’re building the infrastructure for the future of care.
