HIMS Stock Slides Overnight: CEO Sees Healthcare Potential In Anthropic's AI Leap As Lilly, WeightWatchers Turn Up The Heat

• CEO Andrew Dudum called Anthropic's latest AI breakthrough "transformative" for population health, saying AI is moving "from super helpful to superhuman."
• Hims is building a healthcare super app, adding partners across fitness, nutrition, sleep, women's health and glucose monitoring.
• The company recently launched Labs AI, calling it healthcare AI "infrastructure" rather than just another tool layered on top of care.

Shares of Hims & Hers Health, Inc. (HIMS) slipped 1% in overnight trading heading into Friday as investors weighed rising competition from WeightWatchers and Eli Lilly against the company's expanding AI ambitions, with CEO Andrew Dudum praising Anthropic's latest breakthrough as a potential game-changer for healthcare.

HIMS stock jumped 2% on Thursday to $28.01, with shares on track to post their second straight weekly gain.

HIMS CEO Touts Anthropic's AI Leap

"From super helpful to superhuman. The implications for population health are transformative. There's so much to be optimistic about," Dudum said on X in response to Anthropic's latest research on AI. Anthropic said that internal data suggests its Claude models are helping to accelerate AI development itself, creating a possible path toward recursive self-improvement, in which AI systems help build more capable successors.

"Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor," Anthropic said on X. Anthropic said AI is already speeding up its own development cycle, noting that its engineers now ship 8x more code per quarter than they did between 2021 and 2025. The company said that such advances could have major implications across fields including science and healthcare.

Hims’ Super App Push 

The comments align with Hims' efforts to evolve beyond telehealth prescriptions into a full healthcare ecosystem. Last week, the company expanded its Hims & Hers Benefits platform by adding partners including iFIT, Ladder, Pvolve, HelloFresh, Factor, MyFitnessPal, Flo Health, Natural Cycles and Dexcom's Stelo continuous glucose monitor.

The additions broaden the platform's reach across fitness, nutrition, metabolic health, sleep and women's health. Over the past year, Hims has expanded into diagnostics, hormone health, preventive care, lab testing and weight management as it works toward the goal of building a superapp for healthcare.

AI is now becoming a key part of the vision for a comprehensive healthcare platform. Last month, Hims launched Labs AI, an AI healthcare assistant that helps users understand lab results, biomarker trends and long-term health risks through personalized analysis. "This is a preview of how we're building AI across Hims & Hers: not as a layer on top of care, but as infrastructure inside it," the company said.

Last month, Dudum also expressed interest in a company claiming it could predict heart attacks from a blood test with 86% accuracy.

Hims’ Battle For Healthcare Consumers

Recently, Hims launched generic Semaglutide in Canada through a partnership with Apotex, marking its first international rollout of a generic GLP-1 treatment. The company has also expanded its hormone-health offerings and continues to explore peptides as a potential future growth category ahead of expected FDA decisions on compounded peptide products.

Meanwhile, Hims has also strengthened its ties with Novo Nordisk. In March, the companies launched a commercial partnership that allows Hims to distribute branded Ozempic and Wegovy products through its platform, following the resolution of prior legal disputes related to compounded semaglutide. The company also recently completed its acquisition of Eucalyptus, expanding its international footprint.

However, competitors are also aggressively building their own healthcare ecosystems. On Thursday, WeightWatchers said its Med+ program is now available through Eli Lilly's LillyDirect platform, giving patients another route to obtain GLP-1 medications alongside behavioral, nutritional, and clinical support.

How Do Retail Traders Feel About HIMS?

On Stocktwits, retail sentiment was ‘neutral’ amid ‘low’ message volume.

One user said, “I’m still long-term bullish here. $HIMS is basically the “consumer layer” of healthcare disruption in my view.”

Another user said, “$HIMS 1. No sellers 2. Shorts doubled down 3. No liquidity for them to escape. Sometimes it's that simple. the NVO partnership has trapped them from March. They could never get out and now the time and pressure is building. Just hodl.”

HIMS stock has declined 48% over the past year. 

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