Amin Arous’ Post

🇺🇸 **hims stock** Category : Business and Finance | Pays : UnitedStates ## Hims Stock on the Radar: What Investors Need to Know About HIMS Hims & Hers Health, Inc. (NYSE: HIMS) has rapidly emerged as a significant player in the personalized telehealth sector, drawing considerable attention from investors. But what makes Hims stock a topic of discussion for those looking at the evolving healthcare landscape? Hims & Hers has built a powerful direct-to-consumer platform, offering accessible and affordable solutions for a range of health and wellness needs, from hair loss and sexual health to mental health and dermatology. Their subscription-based model and focus on convenience resonate strongly with modern consumers, driving a rapidly expanding user base and market penetration. This innovative approach to healthcare delivery positions HIMS at the forefront of digital health trends. The Hims stock performance often reflects the broader market sentiment towards telehealth and subscription economy models. Investors are keen on HIMS's ability to diversify its service offerings, scale its operations, and maintain a competitive edge in a burgeoning market. While market volatility is always a factor, the company's strategic growth, technological integration, and commitment to personalized wellness continue to be key drivers for its valuation. Understanding the underlying business model and market potential is crucial for anyone considering HIMS. As the digital transformation of healthcare accelerates, Hims & Hers remains a company to watch. What are your thoughts on the future of telehealth investing? Share your insights in the comments! #HimsStock #HIMS #Telehealth #Investing #HealthcareStocks #BusinessFinance #UnitedStates #StockMarket #Trends #DigitalHealth #Business and Finance #UnitedStates #trends

🌍 𝐖𝐞𝐝𝐧𝐞𝐬𝐝𝐚𝐲'𝐬 𝐆𝐥𝐨𝐛𝐚𝐥 𝐈𝐧𝐬𝐢𝐠𝐡𝐭 💡 🩺💊Healthcare M&A in 2025 is powering ahead, undeterred by economic headwinds or regulatory hurdles. Private equity is doubling down on high-growth niches like eHealth, dental, and wellness, while AI and automation are transforming care delivery and boosting efficiency—making tech-driven players prime acquisition targets. Cross-border deals are accelerating, especially between the U.S. and Europe, as investors chase scalable models and compliance-ready assets. 🧪Find out more here: https://bit.ly/3KrakRB #RSM #MandA #Health #RSMInsights 

athenahealth fyi These were the parameters used to assess and score each of the companies. It would have been if the results were available. Financial Performance (50% of total score) Analyzed financial metrics including revenue per employee and funding amount Assessed financial stability, growth potential, and operational efficiency Reputation Analysis (30% of total score) Evaluated public perception of companies and their digital health solutions Used social listening techniques to capture sentiment, visibility, and credibility Examined news coverage, blogs, forums, and social media activity Online Engagement (20% of total score) Measured reach and engagement through digital platforms Used website traffic as the primary indicator of user engagement

🎯 Day 18 of my 100-day challenge to demystify the Healthcare sector Embarking on an exciting journey into the world of healthcare! 🚀   🏨 The dominant hospital brands favour expansion through brownfield or greenfield initiatives. 🎯 The big brands prefer Greenfield or brownfield expansion rather than relying on asset-light models because it gives them full control and access to operate efficiently. The big leaders are always concerned about their brand image and the quality of care they provide. 🚀 Healthcare is a multi-decade compounding sector where big leaders want to create generational wealth by using the concept of brownfield and greenfield. It will serve as a long-term asset and have ownership of the hospitals, but in asset-light models, they don’t have their own land; you only earn a service fee or an operation and management fee. 💰 The asset-light model generates low margins as it only charges management and operation fees, but in brownfield and greenfield expansion, the EBITDA margins are very high. In the short-term period, debt and capex can be high, but once the business starts scaling, it will generate high margins. 🥼 India faces a healthcare infrastructure shortage, with 1.3 doctors per 1000 patients; it should be around 3 doctors per 1000 patients. The big leaders should build new hospitals (greenfield) and reconstruct or acquire existing hospitals (brownfield) to create the demand and supply. Asset-light models will never be able to develop infrastructure demand. 🎯 The Big hospitals like Apollo Hospitals, Narayana Hrudaya, Global Health and Max Healthcare institutes emphasise more on their cluster strategy to dominate the prime geographies using their owned assets. If they use asset-light expansion, then they do not have control of the cluster strategy. 🏙️ Most of the time, big players do not always avoid asset-light expansion; they use an asset-light model to penetrate the tier III and unserved regions where the demand is still uncertain. Big leaders can adopt asset-light concepts like E-pharmacy, telemedicine and diagnostic care to serve patients in tier III and unserved areas. 🔔 Stay tuned for more updates! #equity #Healthcare #finance #thevaluationschool

ŌURA, the Finnish innovative ring manufacturer, announced it has secured over $900 million in its latest funding round, valuing the company at $11 billion. Since 2015, it has sold more than 5.5 million rings, with over half sold since June 2024. The company projects to reach $1 billion in sales this year. Additionally, #Oura is expanding its product features to compete with devices like the Apple Watch. For example, this month, it introduced the Health Panels feature, allowing users to schedule and view blood test results directly within the Oura app.

Big news in healthtech. This will have an effect over time in bringing more capital into Medtech as every healthtech company has a roadmap going into Medtech.

💡 Digital health’s defining moment: it’s no longer about tracking, it’s about translating. 💰 ŌURA's $900M raise → $11B valuation isn’t a funding story. It’s a signal that digital health has evolved from devices to ecosystems. I was an early adopter in 2019 — pulled in by word of mouth when it was just a sleep ring with no subscription model. Now it’s a connected health platform bridging diagnostics, data, and behavior. Dorothy Kilroy nailed it at Elevate last week: value sits where story meets system. ŌURA's growth shows what happens when product, narrative, and data converge. The next era of health innovation won’t track behavior. It will interpret it. #DigitalHealth #HealthTech #VC #Founders #Wearables #FutureOfWellness #StorySignals #Oura https://lnkd.in/g44iVsZf

🎯 Day 17 of my 100-day challenge to demystify the Healthcare sector Embarking on an exciting journey into the world of healthcare! 🚀   🏥 The Emergence of the asset-light Hospital market in India. 💹 The asset-light hospital Industry was estimated at around 95.70 million in 2024, and it is growing at a CAGR of 29.74% from 2025 to 2030. 🪜 The growth of the population and urbanisation demand quality healthcare facilities. By leveraging the asset-light model concept, the existing hospitals can easily expand into tier II, tier III cities, and underserved regions. 🚀 The asset-light models can expand through franchise releasing, leasing of facilities, and mergers and acquisitions. 🤖 The asset-light model is powered by technology, which connects the doctors, labs, and clinical experts to provide consistent outcomes, transparent pricing, and patient experience. 🎯 The new emerging players in the hospital industry can easily compete with the existing hospital leaders by leveraging the concept of asset-light models, where no infrastructure cost occurs, and easily provide quality healthcare services efficiently. 💰 The growing demand for healthcare is boosting asset-light hospitals to raise more capital investments from investors. Benefits: Cost-effective: Reduced capital investment in infrastructure. Funds can be used for clinical excellence. Faster expansion: can easily expand into a high-demand market. Operational control: The management has overall control, which helps in providing quality healthcare service. Scalability: Easy to replicate the model in different regions of the country Stay tuned for more updates! #equity #Healthcare #finance #thevaluationschool

Context and the Maturation of Digital Health (The 2026 Landscape)The HealthTech sector in 2026 is set to transition from a phase of speculative expansion

🇩🇪 Germany’s €2 Billion Health Care Savings Plan – What It Means for Pharma & Medtech The German Ministry of Health has unveiled a €2 billion savings package to keep statutory health-insurance (GKV) contributions stable in 2026. While the goal is financial relief, the approach raises key questions about sustainability, innovation, and access. ⚖️ Key Measures Hospital reimbursement cap → limited to “real cost development” (~ €1.8 billion savings) - Administrative cost reduction → €100 million cut for insurers - Innovation Fund reduction → €100 million less for pilot projects and new care models - Short-term stability may come at the expense of long-term structural reform. 💊 Pharma: Rising Reimbursement Pressure - Stricter AMNOG assessments and shrinking pricing flexibility - Reduced funding for real-world pilots (Innovation Fund) - Global ripple effects from lower German price references - Higher demand for robust added-benefit and RWE evidence To stay competitive, pharma must enhance value demonstration, integrate digital endpoints, and link innovation to measurable outcomes. 🏥 Medtech: Procurement & Innovation Squeeze - Hospitals—facing capped budgets—will delay investments and renegotiate contracts. - Fewer Innovation Fund resources and stricter MDR requirements intensify cost pressure. Yet, opportunities arise in outpatient care, home-based solutions, and connected devices where value and usability align. 🚀 The MArS Perspective At MArS, we see this as a call for Market Access 4.0: “Anticipate political cost containment — don’t react to it.” AI-driven dossier creation (DO-BO), VR negotiation training (Q-BO), and real-world data intelligence help our partners adapt early and sustain innovation under fiscal pressure. 📉 Short-term savings. 💡 Long-term transformation. Let’s shape access that balances cost with true value. #MarketAccess #Pharma #Medtech