$HIMS is one of those companies where you can see parts of several much larger businesses in the model. Take Amazon Prime or Costco. You join for one benefit, then start using the others. Eventually, you’re getting enough value from the membership that renewing it becomes an easy decision. That’s how I see the opportunity with Hims and lab testing. You come in for a treatment, get your blood tested, and start building a picture of your health. Over time, there’s more data, more personalised care and more reasons to use the service. If AI can help clinicians turn that data into better treatment decisions, the membership becomes even more useful. You have a service that knows your history and can support you as your health needs change. Why leave if it keeps delivering? That’s the membe
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