So here are some takeaways on the longevity of the obesity platform: Even without GLP-1 craze they grew the business (profitably?) to a $100M run-rate in 7 months with oral weight loss medications alone We will see a flood of new GLP-1 medications enter the market and the situation will move quickly and be fluid including the introduction of oral compounds that may lead to other use-cases for Hims There is some sort of precedent that compounding certain elements like end-dosage or side effect mitigation is considered clinically necessary and therefore defensible Hims & Hers will also offer brand-name GLP-1s on platform, maybe alluding to expectations of reduction in out of pocket cost over time, or an increase in supply My unsolicited thoughts for Hims would be to take advantage of this huge surge in cash and invest it into the sustainable, growing parts of the business
Accessibility factors beyond price include appointment wait times, provider responsiveness, and integration with labs
Many users find this dose sufficient for noticeable benefits, particularly when combined with appropriate rehabilitation exercises
But research over the past several years has made one thing clear: The brain plays a central role in how these drugs suppress appetite
We are also finding out that the impacts of GLP-1 agonists go beyond weight loss, manifesting in sometimes surprising ways
Do you have adequate emergency funds covering 3-6 months living expenses separate from this investment