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20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
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How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
Hims & Hers is down 66% in six months to a $4.35B market cap on over $2.3B of revenue, while Andrew Dudum says weight loss remains one of a dozen clinical categories, not the core business.Its consumer-platform model is reshaping pharmaceutical distribution, using lower-priced GLP-1 access, AI-enabled productivity, and loss-leading diagnostics to build a broader healthcare front door; retention decay remains the key risk to monitor.