Watch CNBC's full interview with Hims & Hers CEO Andrew Dudum

Summary

Hims & Hers CEO Andrew Dudum outlines his vision to transform healthcare with AI coaches, connected devices, genetic testing, and closed-loop patient data. He explains how the company used compounded GLP-1s to force branded prices down and how GLP-1 pricing should fall further by 2030. Dudum also discusses peptides, global expansion, and why he believes Hims & Hers will be one of the few large winners in consumer digital health.

• Dudum describes AI care coaches and connected devices—at-home blood tests, scales, wearables, and Bluetooth bottles—improving medication adherence.
• He says Hims & Hers moved from compounded to branded GLP-1s after applying consumer pressure that cut branded GLP-1 prices by 80-90%.
• He expects GLP-1 prices to fall to $40-$50 per month by 2030 due to competition and semaglutide patent expiry.
• Dudum says in-house AI built on Hims & Hers closed-loop data outperforms external vendors like Sierra and can be 70-80% cheaper.
• Hims & Hers plans to offer genetic testing and peptides, backed by its acquired Menlo Park peptide manufacturing plant.
• Dudum states Hims & Hers is the number one global player and will be among a few large winners while rolling up assets globally.