Antonio Linares
Peptides are The Next Frontier for Hims.
10/16/2025, 2:44:45 PM
Economic Summary
- AI hype may be premature: the speaker argues AI hasn’t yet driven value creation in medicine, so current valuations could be disconnected from realized economic benefits.
- Peptides and precision medicine adoption are expected within five years; the speaker predicts HIMSS will be the leading provider with tens of millions of subscribers, implying significant revenue and scale opportunities for companies in that space.
- A shift toward longitudinal, patient-centric data and subscription-based preventative care (enabled by AI and scale) could materially improve patient outcomes per dollar and increase healthcare efficiency.
Bullish
- Peptides likely mainstream within five years, expanding addressable market.
- HIMSS becoming a top provider with tens of millions of subscribers.
- Combining HIMSS scale with AI will greatly improve patient outcomes per dollar.
- Preventative, subscription-based medicine could become extremely valuable.
Bearish
- Broad 'AI bubble' narrative could indicate overvaluation risk.
- AI hasn't yet contributed materially to medical value creation, making current hype premature.
Bullish tickers
HIMSS
HIMSS
Bullish
Peptides mainstreaming and HIMSS becoming the top provider with tens of millions of subscribers, plus AI integration, should drive large gains in patient outcomes per dollar and subscription revenue.
Bearish
AI-driven value in medicine is not yet realized, so HIMSS-related valuations could be premature if AI integration takes longer.