Hims Daily (Jun 30, 2025)

Andrew Dudum’s retweet foreshadows Hims’ AI future 🔥

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Stock Price: $49.86

• Today: +$0.45 (+0.91%)

• YTD: +$25.68 (+106.20%)

• Q2: +$20.31 (+68.73%)

🚨 We dropped a new Hims Data Tracker late last week. Sales are gaining steam into the end of Q2. Upgrade to paid for access!

What’s Happening

• Flat finish after early whipsaw. HIMS dipped on the open, but recovered to close barely green — a somewhat disappointing day given the broader indices were all green and stocks like HOOD jumped around +13%.

  • Volume cools off. Just 34M shares traded (20% below average), signaling lighter conviction and probably some profit taking after the bounce back last week.

• Hims CEO Andrew Dudum retweeted a post from Mustafa Suleyman, CEO of Microsoft AI and previously co-founder of Google’s DeepMind.

  • The TLDR is that Microsoft’s MAI-DxO is obliterating all of the benchmarks in medical AI. Built to simulate a collaborative panel of AI “agents” acting like virtual physicians, MAI-DxO was tested on 304 of the most diagnostically complex cases from the New England Journal of Medicine. It achieved an 85.5% solve rate—blowing past both human doctors (who typically score around a 20% solve rate) and other LLMs—while also reducing the total cost of diagnostic testing.

  • The system can operate under real-world budget constraints and uses a deliberative chain-of-thought approach to optimize both accuracy and cost.

  • Many investors see Andrew’s retweet as a glimpse into Hims’ long-term vision, a shift from static intake forms to AI-driven diagnosis and treatment. It’s not about today, but where Hims might be headed 🔥

• Narrative tug-of-war intensifies. Bulls point to Goldman’s +45% stake increase and the hire of ex-Robinhood VP, Dheerja Kaur; bears are highlighting litigation risk from Novo as well as App Store weakness.

• Morgan Stanley reiterated its $40 price target and HOLD rating.

• South Korea inflows hit record. Hims jumped to #30 on Korea’s Top 50 ETF list, with $36M in inflows—the highest level we've observed to date. A sign of rising global interest and potential passive tailwinds.

• The Kalshi market we talked about on Friday just went live.

  • Currently bettors are putting the risk of a lawsuit at 46%. The market has seen just $4.3k in trading volume so far.

Catalysts

• Any legal filings from Novo Nordisk or Hims

• Lingo CGMs or other wearable partnerships?

• 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 Lilly

• Any incremental details on the Novo Nordisk roadmap

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