HIMS Growth Potential, Weight-loss Drug Pipeline

Takeaways

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1. 0:00 Shaw says the quarter showed operating leverage, with 111% revenue growth and operating profit growing about five times as fast.
2. 1:00 He calls the 2.35 billion dollar full-year revenue guidance implausible and estimates about 2.7 billion dollars if quarterly growth is 10%.
3. 2:02 He says the company offers Wegovy, compounded semaglutide, oral GLP-1s and liraglutide, which he says insulates it, with GLP-1 revenue projected at least 725 million dollars.
4. 2:30 He says the new hormonal therapy markets (TRT and menopause) are worth about 22 to 24 billion dollars, and a 5% share could add about 50 cents of EPS.
5. 3:32 He expects EPS well over a dollar this year and cites 323 million dollars in cash, no debt, and a possible deferred tax asset reversal in the third quarter.

What the video says

As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.

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Patient

Read next

Our guides closest to what this video covers, with prices checked weekly.

• Is Hims legit? What its GLP-1 program costs, what reviews say, and its FDA record

  Yes. Hims & Hers is a real, licensed telehealth company, and as of October 2026 its weight-loss program sells FDA-approved brand-name GLP-1s: the Wegovy pill starts at $149 a month for the medication, plus a membership of $39 for the first month and $149 a month after, so about $298 a month from month two. It scores 2.9 on Trustpilot across 9,517 reviews, and FDA sent it a warning letter in September 2025 over compounded semaglutide marketing claims.

• The semaglutide dose ladder, and what each step costs

  Semaglutide is titrated upward over months rather than started at the target dose, to let gastrointestinal side effects settle. For Wegovy the pen ladder runs 0.25 mg, 0.5 mg, 1 mg, 1.7 mg and 2.4 mg, with a 7.2 mg high-dose strength above it. The part most charts leave out is the money: Novo's own self-pay price is flat at $349 a month across every pen dose from 0.25 to 2.4 mg, so climbing the ladder does not raise the brand price, while many compounded sellers do charge more at higher doses. Here is the ladder, what each step costs at the cheapest verified seller, and which sellers hold one price the whole way.

• The best GLP-1 for weight loss, ranked by the evidence and then by the bill

  By weight lost, the order is settled: tirzepatide (Zepbound) first at 20.2% in the only head-to-head, then semaglutide 7.2 mg (Wegovy HD) at 18.7%, then semaglutide 2.4 mg (Wegovy) at 13.7% to 15.6%, then the pills. By what you pay, the order nearly inverts: compounded semaglutide from $69 a month, the Wegovy tablet from $149, Wegovy pen $349, Zepbound $299 to $699 by dose. The best one is where those two lists meet for your budget and your plan.

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