HIMS directional thesis
Hims is in real trouble, because a celebrity launching his own drug platform with massive distribution can take over the same over-the-counter market and you cannot beat that reach.
“I, I wonder, what does a company like Hims do? How do you beat Bryan Johnson distribution? You probably don't... if you're Hims, how do you beat Bryan Johnson in over-the-counter drug distribution? You don't.”24:35claim_id
mcl_2da00b2ec65882406fopen evidence ↗Human-reviewed public claim.
Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.
Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.