Core Insights - The article discusses two telehealth stocks, Hims & Hers Health and Doximity, which have shown significant growth and potential for future returns in the healthcare sector [2]. Hims & Hers Health - Hims & Hers Health has experienced a stock price increase of over 200% in the past 12 months, significantly outperforming the S&P 500, which rose about 18% during the same period [3]. - The company's growth was driven by its ability to offer affordable compounded GLP-1 drugs for weight loss, although it can no longer mass-produce these drugs due to the FDA declaring the shortage resolved [5]. - Hims & Hers is diversifying its offerings beyond weight loss, focusing on sexual health, hair loss, dermatology, mental health, and primary care, with most revenue coming from recurring subscriptions [6]. - The acquisition of Zava, a European digital health platform, is expected to enhance investor confidence and expand Hims & Hers' market reach into the U.K., Ireland, France, and Germany, with plans to launch in Canada in 2026 [7][8]. - The company reported a 110% year-over-year revenue growth in Q1 and generated approximately $50 million in free cash flow [8]. Doximity - Doximity has seen its shares increase by over 100% in the past year, positioning itself as the largest digital platform for U.S. medical professionals [9]. - The platform serves as a professional network for healthcare professionals, offering tools for communication, news, and career management, including telehealth solutions [10]. - Doximity provides free access to its services for healthcare professionals, generating revenue through advertising and selling information to pharmaceutical manufacturers and healthcare systems [11][12]. - In fiscal 2025, Doximity reported a 20% revenue increase to $570.4 million, with net income rising 51% year-over-year to $223.2 million and free cash flow increasing by 50% to $266.7 million [13].