Hims is a brand. We're infrastructure. They sell you a product. We connect you to a doctor, write the prescription, fill it in our pharmacy, and deliver it to your door. That's a fundamentally different business.
I have a heart condition. I've been a patient my entire life. I didn't build Ro because I saw a market opportunity. I built it because I know what it feels like to need healthcare and not get it fast enough.
We started as Roman — men's health. ED medication online. Everyone thought it was a joke. Then we did $100 million in revenue and suddenly nobody was laughing.
Roman, Rory, Zero — we built three brands for different audiences and then unified them under Ro. Men's health, women's health, smoking cessation. The platform was always the vision. The brands were the entry points.
We bought a pharmacy. A real, physical pharmacy. Because when you control the pharmacy, you control the experience end to end. Prescription to doorstep. No middlemen. No CVS.
We hit a $7 billion valuation. For a telehealth company that started selling ED pills. If you told investors that pitch in 2016, they would have walked out. But the numbers don't lie. And neither does the demand.