Hims Daily (Jun 13, 2025)
Hims announced 60% 3-month retention across 90k GLP-1 patients 🔥
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Stock Price: $55.50
Today: -$1.65 (-2.89%)
YTD: +$31.32 (+129.52%)
Q2: +$25.95 (+87.81%)
🚨 NEW Hims Data Tracker dropped today — the BIGGEST week so far in Q2. Upgrade to paid for access!
What’s Happening
Geopolitical shock tested support — HIMS held. Stock dropped to $54.67 on Israel-Iran headlines but clawed back to close -3% at $55.50
Despite all the news, volume was light. Just 25M shares traded (close to -40% below the average)
GLP-1 adherence data grabs headlines. CEO Andrew Dudum announced 60% 3-month retention across 90k GLP-1 patients—well above commercial benchmarks—plus 5% average weight loss in two months and 96% of patients reporting broader health benefits. Bulls framed it as validation of personalized dosing.
Critics argued the 60% figure underwhelms vs. Novo Nordisk’s 83% retention over 68 weeks, accusing HIMS of cherry-picking.
6x #1 ranked healthcare analyst David Maris retorted that HIMS’s real-world results are more impressive than tightly controlled trials.
Another Twitter account added: “Real-world Wegovy adherence is 40% and lower. Novo study adherence is inflated as patients are likely getting the medication for free and getting paid to participate”
Amazon health re-org underscores HIMS advantage. Amazon announced a healthcare shakeup, restructuring into six "pillars" after a wave of executive exits. Investors saw it as more evidence of strategic drift—and a boost to HIMS’s focus and execution in the DTC space.
The Data Tracker confirms HIMS just enjoyed its strongest week so far in Q2. Credit card sales surged, weight loss interest spiked, and ad volume ramped across both brands. The strength was broad-based and visible across every tracked signal except for app rankings.
Catalysts
More acquisitions still to come?
Move from the Russell 2000 to the Russell 1000 could drive institutional buying. Index reconstitution set for late June.
Pharma tariffs?
Partnership with Eli LillyAny incremental details on the Novo Nordisk roadmap
Upcoming OFA vs. FDA case on semaglutide
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