Investor Calls HIMS \u2018Netflix Of Healthcare\u2019<\/p>\n
Raul Shah, chief investment officer at DocShah Financial, whose largest equity position is Hims & Hers Health, said in an interview with\u00a0Schwab Network<\/a> that the market is still underestimating how disruptive the company could become. He compared the company\u2019s evolution to early-stage Netflix, saying that Hims is reshaping healthcare around convenience, affordability and personalization.<\/p>\n \u201cHims is faster than traditional healthcare. It\u2019s easier than traditional healthcare, and it\u2019s cheaper if you factor in the cost of health insurance,\u201d Shah said. He said that the company\u2019s long-term edge will come from integrating AI, labs, data infrastructure and personalized treatments into a single healthcare ecosystem. According to Shah, investors are still valuing Hims largely as a telehealth company rather than a broader healthcare platform.<\/p>\n \u201cThat\u2019s ultimately when the market wakes up and starts to re-rate Hims dramatically because it\u2019s extremely mispriced right now,\u201d he said.<\/p>\n Novo, Lilly Deals Fuel HIMS Bull Case<\/p>\n A major focus of Shah\u2019s bullish thesis centered around Hims & Hers\u2019 expanding relationships with major pharma companies.<\/p>\n \u201cYou know, the original toxic couple was Brad and Jen, but now we have Hims and Novo,\u201d Shah joked. The remark referenced the earlier conflict between Hims & Hers and Novo Nordisk after Novo sued Hims for selling compounded GLP-1 weight-loss drugs that mimicked branded treatments like Wegovy before the companies eventually partnered on branded drug distribution.\u00a0<\/p>\n \u201cWhen you have Novo come on as a partner, that\u2019s the first of many,\u201d he said, adding that Eli Lilly and additional pharma companies could eventually deepen partnerships with Hims as well. According to Shah, drugmakers are now realizing that telehealth platforms already possess the direct-to-consumer infrastructure, customer acquisition systems and engagement capabilities that traditional pharmaceutical companies lack.<\/p>\n \u201cIt\u2019s a very holy matrimony here,\u201d Shah said. On the earnings call, CEO Andrew Dudum called Novo \u201ca terrific partner\u201d and said that the company is already exploring additional collaborations across the healthcare ecosystem. Hims & Hers also said it fulfilled over 125,000 Wegovy shipments within six weeks after launching direct access to Novo Nordisk\u2019s branded GLP-1 products.<\/p>\n Peptides And AI Healthcare Bets<\/p>\n Another major theme from Shah\u2019s interview involved peptides and vertically integrated manufacturing. Shah highlighted Hims & Hers\u2019 ownership of peptide manufacturing facility CS Bio, saying that the company could become one of the biggest beneficiaries if the FDA expands peptide compounding later this year.<\/p>\n \u201cHims is the only public company that owns its own peptide manufacturing facility,\u201d Shah said, adding that peptides could become \u201ca massive, massive new vertical.\u201d He also said that Hims could dominate the category due to consumer trust and FDA-regulated manufacturing. \u201cNobody wants to buy from the gray market. They\u2019re just buying from the gray market because it\u2019s their only option,\u201d Shah said.<\/p>\n The investor further suggested that Hims now has enough scale and capital to aggressively consolidate the fragmented telehealth sector. \u201cHims has to step on Ro\u2019s neck. They have to step on WeightWatchers\u2019 neck, Noom, and all these other small little telehealth companies,\u201d Shah said.<\/p>\n Last month, rival telehealth platform Ro rolled out\u00a0aggressive price cuts<\/a> for its weight-loss membership program, offering discounts of up to 50% on annual plans while expanding access to branded GLP-1 therapies, including Wegovy and Zepbound.\u00a0<\/p>\n Meanwhile, Hims outlined a broader AI-driven healthcare vision during the earnings call. CTO Mo Elshenawy said that the company is building a \u201cclosed-loop\u201d healthcare ecosystem powered by millions of patient interactions, provider feedback systems, AI agents and wearable integrations capable of delivering increasingly personalized healthcare recommendations.<\/p>\n HIMS\u2019 $1B War Chest\u00a0<\/p>\n Shah also pointed to Hims & Hers\u2019 balance sheet strength and global expansion strategy as another major advantage. He noted that the company raised $1 billion in convertible debt near peak share-price levels last year, giving Hims more financial flexibility than most smaller telehealth competitors.<\/p>\n According to Shah, the additional cash allows Hims to acquire existing healthcare platforms internationally rather than spending years building infrastructure country by country. \u201cWe\u2019re going to monopolize this industry and we\u2019re going to be top dog in a very fragmented space,\u201d Shah said.<\/p>\n Hims also highlighted expansion ambitions during the earnings call, particularly after acquisitions including Zava, Livewell and the pending Eucalyptus deal. CEO Andrew Dudum said that the Eucalyptus acquisition would expand Hims & Hers\u2019 footprint across Australia, the UK, Germany, Japan and Canada.<\/p>\n HIMS Q1 Earnings Review<\/p>\n The bullish long-term views followed Hims & Hers Health’s disappointing Q1 results, which triggered a sharp after-hours selloff. Revenue rose 4% year-over-year to $608.1 million but missed analyst estimates of $616.85 million, while the company posted a loss of $0.40 per share versus expectations for earnings of $0.03 per share.\u00a0<\/p>\n Gross margin contracted to 65% from 73% a year earlier, partly due to restructuring costs tied to the company\u2019s pivot away from compounded GLP-1 products. U.S. revenue fell 8% to $529.9 million, though international revenue surged 969% to $78.2 million amid overseas expansion.\u00a0<\/p>\n Despite the weak quarter, Hims raised its full-year 2026 guidance to revenue of $2.8 billion to $3 billion and adjusted EBITDA of $275 million to $350 million.\u00a0<\/p>\n How Do Retail Traders Feel About HIMS?<\/p>\n On Stocktwits, retail sentiment for HIMS was \u2018bullish\u2019 amid a 1,459% surge in 24-hour message volumes.<\/p>\n One user\u00a0said<\/a>, \u201cat the end of the day it\u2019s battle to the bottom to get cheap subscribers the cheapest option\u201d<\/p>\n Another user\u00a0said<\/a>, \u201cI\u2019m still bullish even with this earnings pullback. We\u2019ll see what pre market brings\u201d<\/p>\n HIMS stock has declined 44% over the past year.<\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n Read Next:\u00a0IBRX Stock Slips Overnight: Founder Teases Turkey Push, Says AI Cancer Cell Robot Is \u2018Almost There\u2019\u00a0<\/a><\/p>\n![\"hims](\"https:\/\/www.europesays.com\/dk\/wp-content\/uploads\/2026\/05\/hims_ss_png_b50186b6df.webp.png\")
HIMS sentiment and message volume as of May 12 | Source: Stocktwits<\/p>\n
![\"Follow](\"https:\/\/chunks-prd.stocktwits-cdn.com\/_next\/static\/media\/google-news-icon.d9c2bfd1.svg\"\/){kind=icon}
<\/a><\/p>\n