This video presents an investment analysis of Hims, a healthcare company. The speaker argues that Hims's strategic acquisitions and focus on personalized medicine, utilizing peptides and AI, position it for substantial future growth and a high stock valuation by 2030.
In the past year, Hims acquired a peptide manufacturing facility in the US and an at-home whole-body testing company.
The speaker explains that peptides are molecules naturally produced by the body, resulting in a safer profile with fewer side effects compared to drugs derived from petrochemicals, which are known to have side effects.
The speaker mentions several peptides: GLP-1s (for various applications), GHK-CU (for dermatology), Epitalon (for longevity), and Thymosin alpha 1 and Thymulin (for the immune system). He also mentions his personal use of Sirtulin and other peptides recommended by his specialist.
The speaker contrasts Hims and Teladoc by highlighting Teladoc's failure to leverage its vast healthcare data effectively, resulting in a "value trap." In contrast, Hims, despite starting with limited resources, is building a proprietary data moat by focusing on improving patient outcomes per dollar spent. Hims is proactively creating value, unlike Teladoc.
