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Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong

Hims House

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Growth Prospects and Strategic Moves in Health Tech

This chapter explores HIMS' growth trajectory and business model, emphasizing its recent acquisition of the European telehealth company Zava. It discusses the strategic implications of this expansion, partnerships with industry giants like Novo Nordisk, and the litigation risks involved in such collaborations. Additionally, the chapter analyzes the competitive landscape of the GLP-1 market, focusing on the strategies of key players and the potential impact of upcoming generics.

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