Hims wants to be the only company in the world with a fully vertically integrated peptide supply chain --- from API manufacturing to distribution
As a $HIMS shareholder who bought a while back when I saw the buzz, and vaguely recalled that it was indeed a company that was on the cutting edge of understanding digital health, I was extremely disappointed today when I checked the website.
HIMS management, if you can hear me, some free advice...
You are a multi-billion dollar DIGITAL health company. Your website looks like a site operated out of a garage that steals people's credit card info, or some loser trying to sell a subscription to his vibe-coded "dashboard" from his mom's basement.
Other notes:
- Zero attempt at any marketing or branding or pride in being a first mover.
- Your care team should have clickable, longer bios if you are going to have them at all. They currently look like the stock characters from the Onion quotes.
- Remove all AI generated art/fake photos of human beings from the site. It's really creepy and weird for a healthcare site. If none of them are AI, hire an actual graphic designer instead of Claude to fix the image saturation and editing.
I get that you are here to replace traditional PHP / Pharmacies, but want to pitch yourselves to consumers as having the ease of buying shampoo online. Consider though that, as you expand your customer base, things like trust, comfort, reputation, etc. may come in handy as motifs to convey.
We're so back baby, I raise my Price Target to 60$.
If I say that it will happen. After the recent crash to sub 20, all of us diamond hands deserve this.
💎💎💎
As employers mull dropping coverage for weight-loss drugs, telehealth firm Hims & Hers stands to be be a big beneficiary next year.
Reuters notes that decisions to drop coverage could steer affected employees to direct-to-consumer services.
Since May, analysts have revised revenue growth higher for Hims, bolstered by its partnership with Novo Nordisk.
The company has already seen a 9% year-over-year rise in subscribers in the first quarter, reaching 2.6 million, as demand for weight-loss medications continues to surge.