HIMS CEO：想做医疗服务业的 onlyfans

YouTube recommended me an interview with Dudum in the Hims stock forum. From his interview, I feel like he wants to create an OnlyFans for the healthcare service industry. If you're interested, let's discuss it together. This video was released on March 28, 2025. His remarks at the time, combined with recent share reduction details, are a bit hard to take. If you don't want to watch the video, you can check the summary screenshot at the end.$Hims & Hers Health(HIMS.US) $Defiance Daily Target 2X Long HIMS ETF(HIMZ.US)

In the 23rd episode (March 28, 2025), Jonathan Stern and Patrick Lester (Bayside) invited Andrew Dudum, founder and CEO of Hims & Hers, as a guest on the Hims House podcast. During the episode, they discussed the growth of Hims' core business, the evolving landscape of GLP-1 drugs, the company's focus on consumer rights, and Andrew's thoughts on navigating regulatory challenges.
Andrew also shared why he believes Hims has the potential to succeed even under macroeconomic pressure, comparing Hims to companies like Netflix and Amazon. The episode ended with a more private story: Andrew recounted the origin of his family's donut shop, George’s Donuts & Merriment, which was named in honor of his grandfather.

Additional context (clarification):
At around the 3-minute mark, Andrew mentioned "core" business growth, referring to a year-over-year increase of over 40%. It's important to note that he was specifically talking about Hims' main business excluding GLP-1 operations, which achieved 43% YoY growth in 2024. This data is explicitly disclosed on page 5 of Hims' latest shareholder letter.

Timeline:

00:00 Introduction

00:57 "Core" business growth

04:25 GLP-1 discussion

15:23 Macroeconomic uncertainty and company strategy

18:00 Communication with the Trump administration

21:47 Comparing Hims to Netflix, Amazon, Uber, etc.

29:46 Personal story: George’s Donuts & Merriment