A strong future with lots of bumps
My thinking is that where hims can be in terms of a health care provider can be revolutionary, massively disruptive. Getting to actually be a health care provider, not just of drugs but of overall health maintenance could be huge.
Saying this, there’s still a lot of unknowns, missteps and headwinds. I think the price reflects those concerns.
I’m strongly confident that hims will overcome these issues, but wouldn’t say it’s a done deal. Saying that I’m heavily weighted but not all in on hims.
I think they can get to $500, but that could take years and a lot of things will have to go right for this to happen.
I like the vision but execution is going to be tricky.