We came across a bullish thesis on Hims & Hers Health, Inc. on Business Ontology’s Substack by Lorenzo Bastianelli. In this article, we will summarize the bulls’ thesis on HIMS. Hims & Hers Health, Inc.'s share was trading at $59.15 as of October 16th. HIMS’s trailing and forward P/E were 73.25 and 81.30 respectively according to Yahoo Finance. wavebreakmedia/Shutterstock.com Hims & Hers is evolving far beyond a telehealth company into what could become an AI-powered, data-driven healthcare network with ...

Core Viewpoint - Tempus AI has demonstrated significant growth since its IPO, with a stock price increase from $37 to $74, reflecting a 2x gain, and has a strong growth trajectory supported by expanding market opportunities [2] Group 1: Key Growth Drivers - The expansion of the AI-driven healthcare market is a primary growth driver for Tempus AI [3] - Revenue diversification and scaling through multiple revenue streams, including diagnostic testing and AI-powered software solutions, enhance financial stability [5] - Strategic partnerships with pharmaceutical companies for clinical trial optimization and biomarker discovery strengthen market position [3][5] Group 2: Financial Outlook and Valuation - Current trading metrics show Tempus at a 14x trailing revenue multiple, with projected revenue growth from $952 million to approximately $2.5 billion by 2028, indicating a 2.6x increase [6] - Valuation scenarios suggest potential stock prices of $104, $130, and $156 under conservative, base, and optimistic cases respectively, reflecting upside potentials of 41%, 75%, and 110% [10] - The company’s operational leverage is expected to improve as it scales, leading to declining marginal costs and increasing revenue per customer [5] Group 3: Market Position and Competitive Landscape - Tempus is positioned as a leader in precision medicine, utilizing AI to analyze clinical and molecular data [5] - The global healthcare analytics market is rapidly expanding, with increasing institutional adoption of digital transformation [5] - Competitive pressures from established players like IBM Watson Health and Google Health, as well as emerging AI startups, pose ongoing challenges [10] Group 4: Risks and Considerations - Elevated valuation multiples may normalize as the company matures, with comparable healthcare AI peers trading at 8-12x revenue [7] - Heavy reliance on pharmaceutical partnerships increases exposure to industry cycles and potential regulatory changes [10] - The company faces risks related to technology obsolescence, data privacy concerns, and scaling challenges as it seeks to sustain growth [10]

Core Insights - Cosmo Pharmaceuticals has renewed its multi-year manufacturing and supply agreement with Takeda for the production of Mesalazine MMX 1200 mg, an oral treatment for ulcerative colitis, reinforcing its role as a key partner in global pharmaceutical production [1][2] Company Overview - Cosmo Pharmaceuticals is a life sciences company focused on MedTech AI, dermatology, gastrointestinal diseases, and contract development and manufacturing (CDMO) [3] - The company aims to innovate at the intersection of science and technology, with a mission to empower patients and healthcare professionals [3] Manufacturing Capabilities - The advanced manufacturing site in Lainate, Italy, is certified by multiple regulatory authorities and adheres to ISO 13485 standards, emphasizing continuous improvement and customer satisfaction [2] - The facility has been operational for over 30 years, ensuring efficient and environmentally responsible production [2] Strategic Vision - The renewal of the agreement aligns with Cosmo's Vision 2030 strategy, which focuses on scaling trusted partnerships and enhancing its leadership in the CDMO sector globally [2]

Core Viewpoint - Mobile-health Network Solutions (MNDR) is transitioning to a leaner, asset-light model focused on AI-driven virtual care, aiming for scalability and profitability despite short-term revenue declines due to the closure of its CityGate clinic in Singapore [2][3]. Financial Performance - For H1 FY2025, MNDR reported revenue of US$4.3 million, down from US$6.6 million in H1 FY2024, and a net loss of US$(1.7 million) compared to US$(1.5 million) in the same period last year [7]. - Cash and cash equivalents decreased to US$2.6 million from US$6.7 million in H1 FY2024 [7]. Strategic Initiatives - The closure of the CityGate clinic is seen as a pivotal moment in the company's transformation towards a globally scalable, AI-focused platform [3]. - In April 2025, MNDR acquired Lifepack, enhancing its telehealth and pharmacy services for Indonesia's 280 million people, many of whom are underserved [4]. - The company secured US$10 million in funding in January 2025 to advance its AI-driven healthcare solutions, including the AI Agent platform [5]. Operational Developments - MNDR has integrated AI agents into its MaNaDr app to reduce operational costs while improving care and service delivery [8]. - The launch of AI Notes in March 2025 automates clinical note-taking for doctors, enhancing efficiency [11]. - A tele-dentistry service was announced in May 2025, allowing patients to perform AI-enhanced dental scans at home [11]. Future Outlook - The company anticipates that recent initiatives will lead to higher revenue and aims to achieve breakeven by H2 FY2025 and profitability before H1 FY2027 [9].