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$HIMS · hims is the next big thing
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Hims intrinsic value $2,000-3,000 by 2030: longevity ontology beats pill model
Hims has shifted from a pill-volume model to a two-sided ontology that accumulates biomarkers and delivers AI-driven healthspan predictions; the network effect of proprietary data…
$HIMS···bullish· high· posunknown
ALC Magic bets on Hims as the 'Costco of biomarkers': $2,000-3,000 by 2030
Hims has become a health ontology that monetizes tokens of intelligence (predictions) over proprietary biomarkers, not pills. Novo Nordisk already runs on its rails for distributi…
$NVO···neutral· mediumantonio linares
Novo Nordisk running on Hims rails for distribution and biomarker data
Novo leverages Hims's platform for distribution and real-world prescribing outcomes to iterate drugs faster; this validates Hims as the ontology layer but does not constitute a st…
$NAUT···bullish· mediumunknown
ALC Magic eyes Nautilus Biotech as the 'read' piece of the longevity stack
Nautilus is an interesting player on the 'read' side of biology (proteomic assays, diagnostics) that needs to roll up into a Hims-style ontology for distribution. It's a complemen…
$NAUT···bullish· mediumantonio linares
Nautilus flagged as key proteomics read layer for longevity ontology
Nautilus provides the proteomic assay 'read' function that feeds biomarker data into health ontologies; as the platform layer (Hims) aggregates more patients, demand for deep prot…