Hims (HIMS, Financial) is doubling down on ambition—and it just brought in a heavy hitter to do it. Nader Kabbani, the architect behind Amazon Pharmacy and the PillPack deal, is stepping in as Chief Operating Officer. His job? Turn Hims from a GLP-1-fueled stock market darling into the go-to destination for modern healthcare. CEO Andrew Dudum made the handoff official this week, as outgoing COO Melissa Baird—Hims' 13th employee—moves into an advisory role. Kabbani brings scale, credibility, and a deep track record of turning healthcare disruption into billion-dollar businesses.
Since launching its compounded weight-loss meds last May, Hims has gone vertical—posting a 230% stock gain and reshaping its brand from a discount Viagra startup to a full-fledged digital health platform. The real kicker? Novo Nordisk (NVO) just partnered with them to offer Wegovy on the Hims platform at a reduced price—an industry first and a move analysts are calling a “clear win” that legitimizes the model. Hims has also quietly snapped up a blood-testing company and a manufacturing plant, laying the foundation for something far bigger than telehealth.
But the next chapter isn't guaranteed. Analysts are watching closely, with some saying it's “too early to gauge” how these bets will translate to earnings. Still, if Kabbani can bring even a fraction of Amazon's operational firepower to the table, Hims might just rewrite the rulebook on consumer-driven care. As he puts it: “This is just the beginning.” Investors should take note—because Hims is no longer just playing in the margins. They're aiming for the center of the healthcare map.
