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$HIMS · Shocking Hims & Hers GLP-1 News
now playing · $HIMS
$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/…
$HIMS···bullish· high· postravis hoium
Hims & Hers launches Wegovy subscription model at $300/month with margin shift to membership fees
New partnership with Novo Nordisk shifts revenue to high-margin $149/month membership fees on top of $149/month medication, potentially tripling revenue per subscriber from $81 to…
$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· lowtravis hoium
Ro's body membership model copied by Hims & Hers at similar $145-149/month pricing
Ro pioneered the weight loss membership model at $45 first month then $145/month; Hims & Hers is replicating this structure almost exactly, suggesting the subscription approach is…
$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…