Motley Fool Money The Great Rule Breakers Healthcare Debate: Progyny or Hims & Hers?
9 snips
Sep 22, 2025 Alicia Alfiere and Sanmeet Deo debate the merits of Progyny's employer fertility benefits versus Hims & Hers' subscription model. They explore outcomes, risks, and growth potential for both healthcare disruptors. The discussion also delves into NVIDIA's $5 billion deal with Intel and its implications for the tech landscape. Lastly, the hosts share personal insights inspired by David Gardner's latest book on Rule Breaker Investing, highlighting how unconventional strategies can shape investment success.
AI Snips
Chapters
Books
Transcript
Episode notes
Fertility Benefits With Demonstrated Outcomes
- Progyny packages employer-funded fertility benefits and delivers better clinical outcomes than traditional care.
- Its network shows 23% higher live birth rates and 21% lower miscarriage rates, reducing costs and cycles per live birth.
Reduce Customer Concentration
- Grow by adding more employer clients and increasing covered lives to reduce customer concentration risk.
- Expand services like menopause and pregnancy support to create new revenue streams and optionality.
Consumer-First Healthcare Platform
- Hims & Hers builds a subscription-driven consumer health platform targeting stigma-heavy conditions via mobile-first care.
- Rapid growth, recurring revenue, and margin expansion give it optionality into hormones, menopause, and longevity markets.
