Hims & Hers owns the DTC healthcare distribution channel for GLP-1, hair, mental health. Compounding user base, expanding into new treatment categories. Acquired Eucalyptus (Juniper, Pilot, Kin) entering Germany/Japan/Canada. Canadian generic semaglutide launched after Novo Nordisk patent expiry. Revenue $2.35B (+59% YoY).
Narrative: Telehealth democratization + GLP-1 compounding pharmacy boom + Canadian generic semaglutide. Exited at +$17.09 realized P&L. Stock at $34.00 well above entry zone ($27-28). Watching for pullback to entry zone for re-entry.
Next catalyst: Canadian semaglutide revenue impact (Q2 Jul/Aug), Eucalyptus integration milestones, Q2 earnings
Max entry: 28.0 · Entry limit: 27.0 · Profit target: 10.0 · Timeframe: weeks