Joni3rs
@Joni3rs
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Joined June 2022
🚨 ENORMOUS move from $HIMS!!! Eucalyptus is one of the fastest-growing telehealth companies globally. Strategic expansion getting serious.
🚨 BREAKING: $HIMS ACQUIRES EUCALYPTUS TO EXPAND INTO AUSTRALIA AND JAPAN - 775k customers - Annual revenue run-rate >$450 million - More than 100% y/y ARR growth in each quarter of 2025 - Transaction amount: $1.15B
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$HIMS revenue 2026 (projected): $2.75B Eucalyptus revenue 2026 (projected): $600M Forward Price-to-Sales for $HIMS: ~1x
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🚨 BREAKING: Since its SPAC IPO in 2020, $HIMS shares are up just ~65%. But revenue grew from $148M in 2020 to ~$2.35B in 2025 — more than 15× growth. Price vs. business performance. Interesting gap.
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If $HIMS used the $250M allocated for buybacks to pay a dividend instead, that would equal roughly $1.14 per share — a yield of 7%+ at current prices. That would instantly make Hims one of the highest-yielding dividend stocks in the U.S.
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Interesting: ZAVA Deutschland (owned by Hims & Hers Health $HIMS) is selling: • Wegovy 0.25mg from Novo Nordisk $NVO for €206 (~$225) • Mounjaro from Eli Lilly $LLY for €240 (~$262) European GLP-1 pricing looks very different from the U.S.
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R.I.P $hims
I’m anti-peptide.
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🚨 BREAKING: SENATOR TOM COTTON DEMANDS FDA INVESTIGATE ILLEGAL CHINESE INGREDIENTS IN COMPOUNDED GLP-1s $HIMS $NVO $LLY
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Mental health leads telehealth adoption at 55%+. No other category is even close. Bears say telehealth slows down. The largest digital healthcare segment says otherwise. $Hims is deeply exposed to this category
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A few hours after the Super Bowl: Hims web traffic shows more interest than Ro.
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😂😂
I bought some $HIMS This commercial is about to bang Watch it rip
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So let me get this straight: $HIMS down because of lawsuits from Novo/FDA. $NVO down because Hims could pressure oral Wegovy market share. Is the market really saying everyone loses?
Did $HIMS just scratch the $NVO moat 🏰 with their LIPSOMAL technology?
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BREAKING: $HIMS down over 13% after hours. Market cap falls below $4.5B.
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Andrew Dudum is executing exactly as promised. Long term, $HIMS won’t monetize lab tests — it will monetize the solutions to what those tests reveal
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I put together an article outlining why I think $HIMS has the potential to reshape healthcare. @JerBearRN @himshouse
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My conviction in $HIMS hasn’t changed. If anything, these prices make me buy more — almost every day. I’ll keep adding until we see at least $40 again.
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