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▶ 0:00 · $HIMS · Shocking Hims & Hers GLP-1 News

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$HIMS···bullish· high· postravis hoium

Hims & Hers launches Wegovy partnership with subscription model driving revenue per user 4x

New Wegovy pill/pen partnership with Novo Nordisk plus mandatory $149/month membership could lift revenue per subscriber from $81 to $300+, driving 20%+ growth and making 2.3x EV/…

$NVO···neutral· mediumtravis hoium

Novo Nordisk captures majority of GLP-1 prescription margin in Hims & Hers partnership

Novo Nordisk retains the vast majority of margin on the actual prescription product ($149-199/month), while Hims & Hers monetizes through membership fees, suggesting pharma retain…

$ROneutral· mediumtravis hoium

Ro's Body membership model copied by Hims at nearly identical $145-149/month pricing

Private competitor Ro pioneered the $45 first month then $145/month membership model for GLP-1 access; Hims has replicated this structure almost exactly, validating the subscripti…

$EIGHT-SLEEPneutral· lowtravis hoium

Eight Sleep pod discounts included in Hims membership benefits bundle

Eight Sleep joins Prenuvo as a cross-sell partner in the Hims membership benefits package, reflecting a broader trend of consumer health brands bundling via telehealth platforms.

$PRENUVOneutral· lowtravis hoium

Prenuvo whole-body MRI scans offered as Hims membership perk at $400 discount

Prenuvo partners with Hims to offer discounted whole-body scans as a membership benefit; Hims passes through affiliate fees as consumer discounts rather than monetizing directly.

$LLY···neutral· lowtravis hoium

Eli Lilly Mounjaro and Zepbound on Hims platform at $199/month, cash pricing pressure ahead

Lilly's tirzepatide products are now available on Hims at $199/month cash price; speaker watches for potential future deals that could lower cash-basis costs similar to the Novo a…

$GRMN···neutral· lowtravis hoium

Garmin wearables cited as data source Hims should integrate for personalized health coaching

Speaker uses Garmin watch and scale personally and argues Hims should ingest such biomarker data to deliver AI-driven nutrition and workout guidance, representing a potential prod…

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