HIMS: is this a crisis or opportunity?

u/anonymous_sheep1 · Reddit — r/ValueInvesting · February 07, 2026 at 01:10 · 💬 32 comments  | View on Reddit ↗
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Original Reddit post

Author worries TrumpRX's low-price GLP-1 offering threatens HIMS' value proposition and questions whether it can survive long enough to grow out of it.

HIMS — AVOID The author argues that with the announcement of TrumpRX, HIMS will be affected because low-price GLP-1 is quite literally their value proposition. The concern is whether HIMS can survive long enough to grow out of this competitive pressure. The author notes they already exited before the after-hours drop and is seeking more views.

With the announcement of TrumpRX, I feel that hims definitely will be affected as low price glp is quite literally their value proposition. The question is will they survive long enough to grow out of this.

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u/anonymous_sheep1 Reddit r/ValueInvesting
TrumpRX threatens HIMS' low-price GLP-1 model
The author argues that with the announcement of TrumpRX, HIMS will be affected because low-price GLP-1 is quite literally their value proposition. The concern is whether HIMS can survive long enough to grow out of this competitive pressure. The author notes they already exited before the after-hours drop and is seeking more views.
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This Reddit post, published February 07, 2026, features u/anonymous_sheep1 discussing HIMS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/anonymous_sheep1  · Tickers: HIMS