Hims & Hers: The Next Amazon? Novo Nordisk Might Be Prime Delivery

Zinger Key Points

Hims & Hers Health Inc. HIMS is suddenly looking like the hottest prescription in town – up 220% in the past year and turning heads with a bold new partnership that might just reshape digital healthcare.

The company announced a long-term collaboration with pharmaceutical heavyweight Novo Nordisk A/S NVO, kicking off with a bundled offering of FDA-approved weight-loss drug Wegovy. For $599/month, customers get the medication, 24/7 clinical access and lifestyle coaching – all via the Hims & Hers platform.

Related: Hims & Hers Stock Surges As It Collaborates With Novo Nordisk To Sell Weight Loss Drug Wegovy On Its Platform

Amazon’s Playbook At Work

It's a move straight out of Amazon.com Inc‘s AMZN playbook: Build trust with accessible, affordable services, scale quickly, and monetize the ecosystem.

As Capitalist-Letters writer Oguz O. noted on X, Amazon didn't just sell cheap books – it built Prime. Now, Hims is doing the same in healthcare, using tech to transform chronic care delivery into a consumer experience.

More importantly, this deal isn't one-and-done. It's the first step in a broader roadmap to expand Hims' reach far beyond obesity care. With Novo Nordisk in its corner and the infrastructure already in place, Hims is positioning itself to scale into other therapeutic areas—diabetes, hormonal treatments, mental health and beyond.

HIMS Stock Chart Bullish, Valuation Looks Attractive

Investors are taking note. Not only is HIMS stock trading above all key moving averages (eight, 20, 50 and 200-day), but the stock is flashing bullish across the technical board. With momentum like this, it's no surprise bulls are projecting 30% annual revenue growth, leading to $5.5 billion in revenue by 2030.

Slap on a 20% margin and a 25x P/E multiple, and you're looking at a $27 billion company – up from today's $7 billion valuation, Oguz noted.

Hims seems poised to move beyond the health business into a healthcare delivery empire. The Amazon of medicine might be arriving sooner than expected—and it's not coming in two days—it's already here.

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