Hims is Not What You Think It Is...

2026-03-11 · 4 company · 3 thematic

sentiment

2 bull1 bear1 neu

speakers

antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“Actually Him's has two primary components which are very valuable to drug providers like Novam Lilly which is one. They have access to the longitudinal healthcare data and then they have the vertically integrated supply chain which enables…”

—antonio linares

now playing · $HIMS

$HIMS···bullish· high· posantonio linares

Hims emerges as healthcare personalization OS with peptide-AI-biomarker flywheel

Hims is building a healthcare personalization operating system combining longitudinal patient data, vertically integrated peptide supply chain, and low-cost diagnostics to enable…

$LLY···bearish· mediumantonio linares

Eli Lilly faces GLP-1 commoditization as peptide value shifts from molecules to data

Eli Lilly's GLP-1 products are not differentiated from Novo Nordisk's, leading to 80% price drops in the US. The value in peptides is shifting from the molecule itself to the data…

$NVO···bullish· mediumantonio linares

Novo Nordisk partners with Hims to access longitudinal data for personalized peptide development

Novo Nordisk's partnership with Hims gives it access to longitudinal healthcare data to understand individual patient responses, enabling joint development of personalized peptide…

$PLTR···neutral· lowantonio linares

Palantir analogy used to illustrate Hims' emerging platform flywheel in healthcare

Palantir serves as an analogy for the competitive dynamics Hims is creating: drug providers who tap into Hims' peptide-AI-biomarker platform will gain exponential advantages over…