Jason_LSE
04-01 03:22

$Hims & Hers Health Inc.(HIMS)$ Still have faith & conviction in Hims , my views as follows:--

Recent developments for Hims & Hers Health, Inc. (HIMS) in early 2026 are focused on a strategic pivot toward branded GLP-1 weight loss treatments, expansion into complex care, and international growth.

Here are the key, recent developments:

Partnership with Novo Nordisk (March 2026): Hims & Hers announced a collaboration with Novo Nordisk to sell branded GLP-1 medications—Wegovy and Ozempic—directly through its platform. This follows a previous legal dispute over compounded versions, effectively shifting the company toward offering branded, FDA-approved weight loss treatments.

GLP-1 Offerings and Pricing: The platform now offers Wegovy in various injection doses ($199/month) and as a pill, starting around $149 per month. The company also launched a new weight-loss membership program.

Expansion into "Hard Health" & Chronic Care: Hims & Hers is expanding beyond lifestyle drugs into more complex "hard health" categories, including cancer care and longevity treatments. They are also expanding their hormone health offerings, including menopause and testosterone care.

International Growth (ZAVA/Eucalyptus): The company is pushing for major European growth through its acquisition of ZAVA (UK, Germany, France, Ireland) and is looking into expansion in Canada. Reports also suggest significant expansion in Australia and Japan through the acquisition of Eucalyptus.

Hims & Hers Benefits & Tech Upgrades: The company launched "Hims & Hers Benefits," offering subscribers discounts on health services like Prenuvo whole-body MRI scans and Eight Sleep trackers. They are also integrating "Labs" (at-home diagnostics) and AI tools (MedMatch) to provide more personalized, data-driven care.

2026 Financial Guidance: The company issued strong 2026 guidance, projecting $2.7 billion to $2.9 billion in revenue, driven by its weight loss and specialty care expansions. 

Modified in.04-01 10:21
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