Hims House
Hims House is a podcast for investors in Hims & Hers, the telehealth and wellness company. Hosts Jonathan Stern and Patrick Lester discuss key topics affecting the stock, including telehealth, pharma, GLP-1s, compounding, and the future of healthcare. New episodes are released weekly, with deeper analysis available on the show's Substack.
Episodes
Enhanced Group CEO: Hot peptide summer is coming — but likely not till 2027
Max's recent essays on peptides:https://maximilianbmartin.substack.com/p/six-peptides-one-signal-washingtonhttps://maximilianbmartin.substack.com/p/the-peptide-moment-is-here-enhancedIn episode 76 of Hims House, Jonathan Stern hosts Maximilian Martin, CEO of Enhanced Group ( $ENHA ), the newly public company behind the Enhanced Games and the Live Enhanced telehealth platform. Martin grades the
🚨 FDA committee votes "YES" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem
In episode 75 of Hims House, Jonathan Stern talks with Dr. Alex Tatem, a board-certified urologist who has worked with peptides for 12 years and paid his own way to Silver Spring, MD, to testify on all 7 peptides before the FDA's Pharmacy Compounding Advisory Committee. The panel overruled the FDA's own scientists and recommended six of seven for the 503A Bulks List — DSIP the lone no — an
The FDA peptides vote is days away. This insider expects approval
In episode 74, Jonathan Stern sits down with Dr. Jesse Morse, a board-certified family and sports medicine physician, longtime peptide prescriber who helped assemble safety evidence for the upcoming PCAC review. They discuss the FDA briefing recommending against adding seven peptides to the 503A bulks list and how the 2023 restrictions pushed demand into gray and black markets. Morse breaks down t
Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share
In Hims House episode 73, Jonathan Stern talks with Needham’s Ryan MacDonald, the lead Hims & Hers analyst with a $35 price target and Buy rating. They break down the latest peptide news, how the FDA/PCAC process actually works, and why peptides may be more of a 2027 revenue story for major telehealth platforms like Hims. They also size the peptide opportunity, debate Hims’ potential share, an
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market purchase of Hims shares. Wells explains why he believes the company is at an inflection point after the Novo dispute and why the market may be missing the larger healthcare platform story. He discusses Hims’ mission, the broken cost and access stru
Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside
In Hims House episode 71, Jonathan Stern sits down with hedge fund manager Ignacio Canto -- founder & portfolio manager at X-Square Capital, which held over 420k Hims shares as of Q1. Canto traces his interest back years, through personal product discovery and his late father's perspective as a urologist, and frames Hims as a platform business attacking a broken, expensive, and slow healthcare
Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why
In Hims House episode 70, Jonathan Stern sits down with hedge fund manager Imran Khan, founder and CIO of Proem Asset Management and a Hims shareholder (110,000 shares as of March 31). Khan lays out his investment framework -- long-term growth potential, execution track record -- and argues that Hims' core asset is its loyal customer base and its ability to stack new products and services on t
Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)
In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremieux points to Epic's new EHR dashboard as the best live read on adoption, backing estimates that roughly one in eight adults are on GLP-1s and one in five have tried them -- with cost and stigma holding back uptake until semaglutide generics arrive
Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
In episode 68, Jonathan Stern hosts Sagar and Sahil Chopra, founders of Empower Sleep, to unpack why sleep care is still fragmented, slow, and overly dependent on single-night testing. They explain how Empower uses multi-night diagnostics, wearable integrations, coaches, and clinicians to build a fuller picture of what is actually driving poor sleep. They also discuss how weight loss, GLP-1s, alco
Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
In episode 67 of Hims House, Jonathan Stern hosts Eli Dorf, founder and president of Bask Health. Bask provides the operating infrastructure for telehealth brands to launch quickly, choose pharmacy and clinical partners, route patients, process payments, and fulfill medications. Eli explains why outsourced infrastructure can let small teams scale fast, what Medvi’s rise reveals about the telehealt
Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
Thanks to our partner:Superpower - https://superpower.comSubscribe to Hims House:https://himshouse.comBrian's excellent essay on Hims:https://thepsychoanalyst.substack.com/p/protect-this-hims-houseFollow us:https://x.com/himshousehttps://x.com/jonathanrsternhttps://x.com/therealbirnbaumIn episode 66 of Hims House, Jonathan Stern hosts Brian Birnbaum, “The Psycho Analyst,” for a post-earnings b
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohacker circles into the next big frontier for telehealth. Mansi explains how New York, San Francisco, London, and Dubai each approach longevity culture differently, and why distrust in traditional healthcare has helped peptides feel more like a movement
Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
In Hims House episode 64, Jonathan Stern hosts Max Martin & Christian Angermayer, co-founders of Enhanced, ahead of their inaugural May 24 Las Vegas games featuring track, swimming, weightlifting, and a deadlift showdown between Thor Björnsson and Mitchell Hooper. They argue that banning PEDs drives unsafe, hidden use and that openly allowing FDA-approved substances under medical supervision,
David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on
In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened at Hims since last July. They walk through the wild GLP-1 timeline -- the compounded semaglutide pill launch, Novo's lawsuit, FDA/DOJ referral, and surprise Novo partnership -- debating margins, the missing Lilly deal, and what the MEDVi scandal means f
Jonah Lupton - Why peptides are so bullish for Hims & Hers
In this episode of Hims House, Jonathan Stern sits down with Jonah Lupton, founder and CIO of FirstWave Capital and one of the largest Hims shareholders to appear on the show, to break down his bull case around peptides. Lupton argues peptides, GLPs, and testosterone make up roughly 80% of his Hims thesis, with AI as the remaining upside. They dig into the FDA's July 23-24 advisory meeting, what r
Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy
Noom CEO Geoff Cook returns to Hims House to discuss the company's acquisition of Tailor Made Compounding, a 503A pharmacy in 46 states, and what it signals about Noom's expansion beyond weight loss into healthy aging. Cook explains why vertical integration matters now, from supply chain control to faster R&D on peptides, as 14 peptides may soon return to being legal to compound. He shares his
Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo
In Hims House episode 60, Sam Koppelman (co-founder of Hunterbrook Media) joins Jonathan Stern to break down the renewed Hims x Novo Nordisk partnership that sent Hims' stock soaring. Koppelman argues CEO Andrew Dudum "wiped the floor" with Novo, essentially conceding nothing beyond dropping compounded GLP-1 ads. They dig into why Novo folded, how FDA enforcement under Marty Makary has been softer
🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down
Thanks to our partner, Mochi Health! https://JoinMochi.comSubscribe to Hims House:https://himshouse.com/subscribeFollow us:https://x.com/himshousehttps://x.com/jonathanrsternhttps://x.com/Raul_DSFJoin the Discord:https://discord.gg/tJqGgVhkEtIn this emergency episode of Hims House, Jonathan Stern is joined by Raul Shah, founder and CEO of DocShah Financial and a longtime HIMS shareholder, to unpac
Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown
In this episode of Hims House, Jonathan Stern sits down with Mark Mulhern (Manu Invests) to break down HIMS’ Q4 and full-year results: $2.35B in 2025 revenue, 59% Q4 growth, and $318M EBITDA—alongside subscriber growth that has slowed to ~flat sequentially. They unpack 2026 guidance of $2.7-$2.8B (excluding the pending Eucalyptus deal) and why total 2026 revenue could still land around ~$3B once E
Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯
In Hims House episode 57, former quant Annanay Kapila (ex–Tower Research, Cambridge math) breaks down how high-frequency trading actually works and why retail investors shouldn't try to beat HFT firms at their own game. He breaks down QFEX, his new 24/7 exchange built with crypto-style efficiency for traditional markets, and the core case for nonstop trading. The conversation then turns to Hims' e
Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s
In Episode 56 of Hims House, Jonathan Stern sits down with Myra Ahmad, founder and CEO of Mochi Health, to unpack where GLP-1s are headed - and how Mochi is building a broader telehealth marketplace around metabolic care. Myra explains Mochi’s pharmacy “marketplace” model and how she thinks about staying compliant with compounded GLP-1 pills amid increasing FDA scrutiny. They discuss oral vs. inje
🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down
Thanks to our partner, Mochi Health! https://JoinMochi.comIn this episode of Hims House, Jonathan Stern is joined by patent attorney Gaston Kroub to break down Novo Nordisk’s Delaware lawsuit accusing Hims of infringing the semaglutide “343” patent (U.S. Patent No. 8,129,343). They discuss what Novo is actually asking the court for (a reasonable royalty, damages, and a permanent injunction), what
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
Thanks to our partner, Mochi Health! https://JoinMochi.comSubscribe to Hims House:https://himshouse.com/subscribeFollow us:https://x.com/himshousehttps://x.com/jonathanrsternhttps://x.com/maxmarchioneJoin the Discord:https://discord.gg/tJqGgVhkEtIn this episode of Hims House, Jonathan Stern sits down with Max Marchione (Founder/CEO of Superpower) to break down what Hims' “rich people live longer”
🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)
EMERGENCY EPISODE!!! Hims has launched a compounded oral semaglutide (GLP-1) pill, immediately triggering legal threats from Novo Nordisk. Jonathan Stern is joined by Cremieux, a bioinformatician and leading GLP-1 researcher, to break down what Hims actually released and why the drug-delivery mechanism matters. The conversation examines liposomal delivery vs. Novo’s proprietary SNAC technology, wh
Sabina Hemmi - The GLP-1 Wars
Thanks to our partner, Mochi Health! https://JoinMochi.comIn this episode of Hims House, Jonathan Stern sits down with Sabina Hemmi (founder of GLP Winner), for the most comprehensive episode on GLP-1s that Hims House has done. They cover the compounding wars -- federal legislation, state-level crackdowns, and the lawsuits -- before diving into why tirzepatide dominates patient demand and what mig
Hims & Hers 2025 Recap + 2026 Predictions
In episode 51 of Hims House, Bayside returns to the podcast to for year-end recap + 2026 predictions. The conversation covers Hims & Hers’ eventful 2025—international expansion, acquisitions, new product categories, partnerships and breakups—before pivoting to what investors should watch for in 2026. Bayside, who shifted to a more cautious stance mid-2025, explains his current thinking on valu
Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
Shalin Shah is the founder & CEO of Marius Pharmaceuticals, the company that partnered with $HIMS to launch oral testosterone (KYZATREX). We discuss how the partnership came about, the benefits of teaming up with $HIMS, and the future of TRT.(00:41) Origin of the partnership(02:55) Benefits of partnering with $HIMS(04:14) Deal shape and exclusivity(06:51) How KYZATREX will sit alongside compou
Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides
In episode 49 of Hims House, Jonathan Stern and Patrick Lester (Bayside) host Mark Mikhael and Joshua Fritzler from Olympia Pharmacy. Mark (CEO of Olympia), and Josh (CFO) discuss the evolution of their Orlando-based compounding pharmacy -- around GLP-1s and beyond. They dive into regulatory uncertainties, the impact of ongoing MFN negotiations involving Big Pharma, the role of compounded GLP-1s,
Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides
In episode 48 of Hims House, Jonathan Stern and Patrick Lester (Bayside) are joined by Saad Alam, founder & CEO of Hone Health. The discussion dives into Saad’s personal health journey and the founding of Hone Health during the pandemic. Saad discusses the company’s focus on hormonal health, weight loss, thyroid medications, and new longevity medications. Saad shares insights into diagnostics,
Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides
In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OFA), about what’s really going on with GLP-1 medications and peptide compounding. We the FDA warning letters over drug ads, what the new FDA “Green List” means for the future of compounding, and whether the DDC list (which could restrict what’s “too hard”
Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market
In Episode 46 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Rob Leclerc, founder of AgFunder and one of TIME Magazine’s Top 100 VCs. Rob explains why he believes Hims is a category-defining company -- comparing it to Nvidia in 2016 -- and weighs in on the company’s high-profile engineering/AI hires from Cruise. The discussion covers Rob’s own experience as a Hims custome
Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s
In Episode 45 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) welcome Scott Brunner, CEO of the Alliance for Pharmacy Compounding, for a conversation on the future of compounding. They cover the surge in GLP-1 demand, lawsuits involving Eli Lilly and Novo Nordisk, FDA policies, and the regulatory pressures shaping 503A and 503B pharmacies. Brunner also unpacks the challenges a
Geoff Cook (Noom CEO) - The future of compounded GLP-1s
In Episode 44 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Geoff Cook, CEO of Noom. Noom is one of Hims' competitors and is best known for its behavioral health platform and recent expansion into GLP-1 microdosing and hormone replacement therapy. Geoff discusses Noom’s evolution, the shift in revenue from behavioral programs to medicated plans, and the company’s v
Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?
In Episode 43 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Dr. William Seeds, a board-certified orthopedic surgeon and pioneer in peptide therapy. Dr. Seeds shares how a personal tragedy led him to explore the power of peptides and why he believes they will redefine the future of medicine. The conversation covers the fundamentals of peptides, why they are often ca
Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding
In Episode 42 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Shaun Noorian, founder & CEO of Empower Pharmacy, the world’s largest compounding pharmacy. We dig into why rumors about 503Bs “ramping up GLP-1s” may be misleading, how Empower is challenging Eli Lilly on tirzepatide patents, and the broader fight over compounding. We also how Trump’s new administration - R
Peter Pitts - The Wild West of Compounded GLP-1s
In this episode of Hims House, Jonathan Stern and Patrick Lester (“Bayside”) sit down with Peter Pitts, president of the Center for Medicine in the Public Interest (CMPI) and former FDA Associate Commissioner. Pitts recently authored a paper arguing that the FDA has failed to enforce existing limits on GLP-1 compounding, creating major public-health risks. They explore how CMPI operates and who fu
Hims & Hers Q2 2025 Earnings Recap
In episode 40 of Hims House, Jonathan and Patrick Lester (Bayside) dive into HIMS' Q2 2025 earnings — the company’s first-ever miss vs. Wall Street expectations. They discuss slowing subscriber growth, flat core business performance, the GLP-1 revenue pullback, and the broader implications for future growth. They also debate whether this was simply a “transition quarter” or a warning sign, and exp
Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong
In Episode 39 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with David Maris—one of the most decorated healthcare analysts of the past two decades. Maris shares why he flagged HIMS as a buy around $15, what excites him about the company’s growth, and how he views its expansion into Europe and Canada. The discussion covers the implosion of Hims’ partnership with Novo Nordisk,
Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯
In Episode 38 of Hims House, Jonathan Stern and Patrick Lester (Bayside) break down all the recent news surrounding Hims. They cover the new Bloomberg Businessweek article and Washington Post coverage, discuss Hims’ expansion into Canada with generic semaglutide, and highlight the company’s recent job listing for a new blood diagnostics vertical. The episode closes with an analysis of Hims’ positi
Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims
Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo.In episode 37 of Hims House, patent attorney Gaston Kroub joins Jonathan Stern and Patrick Lester (Bayside) to unpack the legal fallout from Novo Nordisk’s split with Hims. With speculation swirling around a
Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
In Episode 36 of Hims House, Jonathan Stern and Patrick Lester (aka Bayside) sit down with biotech investor and dermatologist Adam May, easily the most bearish guest ever to appear on the show. Adam shares the timeline of his trades — shorting HIMS, briefly flipping long on the Novo partnership news, and now short again — all while the stock doubled in 2025. Together, they discuss the sudden colla
Ep 35 - Hims x ZAVA: Deep Dive ft. European Healthcare Experts, Sekander Amini + Mads Christiansen
Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo.In this episode of Hims House, Jonathan Stern and Patrick Lester break down Hims & Hers’ recent acquisition of ZAVA, a major telehealth provider in Europe, alongside two European healthcare experts: Sekander
Ep 33 - Max Marchione: Superpower, Hims, and the future of AI-powered medicine
Thanks to our partner, Godel Terminal — a full trading terminal at 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo.In episode 33 of Hims House, hosts Jonathan Stern and Patrick Lester sit down with Max Marchione, founder of Superpower — a health tech startup reimagining preventive care through AI, advanced diagnostics, and personal
🚨 Ep 34 - HIMS ACQUIRES ZAVA, EXPANDS INTO EUROPE
In Episode 34 of Hims House, Jonathan Stern and Patrick Lester (aka Bayside) break down HIMS' acquisition of European telehealth company ZAVA. They dig into ZAVA’s 2023 financials — £20M revenue, 74% gross margins, and a reduction in net loss from £8M to £320K. The hosts debate how much HIMS likely paid, speculate on the strategic rationale, and analyze early market reactions. Bayside lays out his
Ep 32 - Antonio Linares Makes the Case for Hims as a 100x — From Here
In Episode 32 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) are joined by Antonio Linares — early Tesla and AMD investor, and one of the biggest Hims bulls on earth. Antonio lays out his long-term thesis: Hims isn’t just a telehealth brand, it’s a platform applying the Costco algorithm to healthcare, with world-class execution, a proprietary data loop, and the potential to b
Ep 31 - The Amit Episode: Pitching HIMS to a Long-Time Skeptic
In this episode of Hims House, Jonathan Stern, Patrick Lester (Bayside), and Nate Endicott sit down with Amit, one of the most notable names on fintwit and long-time skeptic of Hims. While Amit was early to Palantir and Robinhood, he’s unconvinced by Hims — and this episode is all about changing that. The crew makes the bull case: Hims’ 10-year vision, vertical integration, brand moat, and recent
Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare
In Hims House episode 30, Jonathan Stern and Patrick Lester are joined by legendary entrepreneur Mark Cuban. The discussion kicks off with Mark unpacking why the healthcare system is so dysfunctional -- explaining how pharmacy benefit managers (PBMs) and the lack of transparency drive high drug prices. He shares his journey from a healthcare novice to launching Cost Plus Drugs, which aims to offer
Ep 29 - HIMS Q1 2025 Earnings Recap
In this episode of Hims House, Jonathan Stern and Patrick Lester break down the Q1 2025 earnings results for Hims & Hers. They highlight strong topline and bottom-line performance -- including $586M in revenue, 345% YoY net income growth, and 321% free cash flow growth. The discussion also covers softer metrics, such as a modest 137k net new subscriber additions and a conservative Q2 revenue guide
Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup
In this episode of Hims House, Jonathan Stern sits down with Alvan Chow — the original WallStreetBets poster who made a legendary 100,000% return during the GameStop short squeeze. They break down what happened in January 2021, the mechanics behind a short squeeze, and how institutional and retail forces collided to trigger one of the wildest moments in market history. The conversation then pivots
🚨 EMERGENCY POD: Ep 27 - Hims Inks Deal with Novo Nordisk To Sell Wegovy
In Episode 27 of Hims House, Jonathan Stern, Patrick Lester, and Louis Stevens discuss the blockbuster news of Hims partnering with Novo Nordisk to sell branded GLP-1 medication Wegovy for $599 a month. They delve into the deal terms, initial market reaction, and the potential long-term impacts on Hims as the direct-to-consumer telehealth leader. The conversation also touches on the possibility of
Ep 26 - Martin Shkreli: The Case for Hims & Hers
In this episode of Hims House, Jonathan Stern and Patrick Lester sit down with Martin Shkreli — one of the sharpest and most controversial voices in healthcare. They break down what’s driving Hims’ explosive revenue growth and why the company remains so widely misunderstood. The conversation covers the “Netflix of Healthcare” analogy, GLP-1 compounding and IP risk, and questions around long-term s
Ep 25 - Raul Shah: Why HIMS Could Be A 100-Bagger
In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Raul Shah, the owner of DocShah Financial. They discuss Raul’s article on Hims, referencing Christopher Mayer's book 100-Baggers. They delve into the factors that may allow Hims to become an extremely valuable company over the next 10 years, tackling bear theses about the stock, such as "no moat", customer acquisition c
Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"
In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Alex Beinfield, founder & CIO of Blue Duck Capital, for a wide-ranging conversation on markets, healthcare, and the future of HIMS. They kick off by unpacking the market implications of Trump’s tariffs, with ripple effects for global trade and the pharmaceutical sector. The conversation then turns to HIMS. Alex shares w
🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST
In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder and CEO of Hims & Hers, for the most anticipated conversation in Hims House history. They discuss the growth of Hims' core business, the evolving landscape of GLP-1 medications, the company's dedication to consumer rights, and how Andrew thinks about navigating regulatory challenges. Andrew also shares ins
🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
In this emergency episode of Hims House, the crew covers the FDA's surprise resolution of the semaglutide shortage. They discuss its immediate market impact, including significant stock price movements. Bayside provides a detailed analysis of the implications for short-term and long-term traders. The conversation then shifts to HIMS' two recent acquisitions—a peptide manufacturing facility and an
Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the recent Super Bowl ad for Hims and its widespread media attention. They explore the varied public reception of the ad, its impact on healthcare perceptions, and the spike in app rankings. The episode delves into the growth trajectories of the Hims and Hers brands and scrutinizes the ramifications of the hot CPI repo
Ep 20 - HIMS Super Bowl Ad, Short Squeeeeze Potential, and Testosterone (Jan 30, 2025)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss HIMS' recent performance and the unveiling of their upcoming minute-long Super Bowl ad. The discussion delves into the strategic rationale behind this move, its potential to create strong brand awareness, and its alignment with the broader goal of establishing a 'brand moat.' The trio then addresses the record-high sho
Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)
NOTE: Analysis and opinions expressed by Jack are his and his alone, and are not to be interpreted as a reflection of opinions by his current or former employers.In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Jack, a former sell-side analyst. Jack provides a comprehensive analysis of the Hims & Hers business, rooted in his years of following
Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by Bayside, a professional lobbyist in Washington D.C., to discuss the upcoming Trump administration and its potential impact on Hims, particularly concerning the semaglutide shortage. Bayside provides a detailed analysis of the semaglutide and tirzepatide shortages, FDA decisions, and political landscape affecting
Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)
Full access to our HIMS Data Dashboard + research library is $10/mo ($100/yr). Join 1,400 other HIMS investors today!In episode 17 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H reflect on the significant milestones and performance of Hims & Hers in 2024, marking it as a watershed year for the company. They discuss the company's financial growth, product launches, strategic hires, and cus
Ep 16 - FDA Ends Tirzepatide Shortage 🚨 ft. SPECIAL GUEST "BAYSIDE" (Dec 20, 2024)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Bayside, a professional lobbyist who works in Washington D.C. They discuss the recent FDA announcement about the tirzepatide shortage resolution and its implications on HIMS. Bayside shares insights from his 12-page research report, which accurately predicted this outcome, and provides a detailed
Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)
In episode 15 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss recent news about Meta restricting data access for healthcare companies like Hims and the implications for Hims’ marketing strategies. They examine the parallels between Meta's past challenges with Apple's privacy policies and how Hims might navigate similar issues, ultimately predicting that Hims’ vertically integrated
Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)
Subscribe to Hims House!Website: himshouse.substack.comTwitter/X: x.com/himshouseDiscord: discord.gg/tJqGgVhkEtFollow us on Twitter/X:Jonathan Stern - x.com/jonathanrsternLouis Stevens - x.com/LA_stevens_Dr. H - x.com/stayathomedocIn Episode 14 of Hims House, host Jonathan Stern is joined by Louis Stevens and Dr. H to discuss the FDA's delayed decision on terzepatide shortages, its implications fo
Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯
In Episode 13 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the implications of Amazon's telemedicine announcements on Hims & Hers. They examine Amazon's pricing, offerings, and potential market overlap with Hims, while exploring whether this presents a serious threat or is overhyped by speculative narratives on platforms like Twitter. The conversation transitions to Hims’s strat
Ep 12 - Hims & Hers Q3 Earnings Recap (Nov 6, 2024)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H dive into Hims & Hers Health's Q3 earnings report. With a record-breaking number of subscribers now exceeding 2 million and significant financial metrics that outperformed estimates, the team dissects key data points and discusses the company's strategic direction. Topics include the rise of personalized solutions among su
Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H provide a comprehensive preview of Hims' upcoming Q3 2024 earnings report. They discuss past earnings performance, market reactions, volatility, and expectations for future earnings. Key points include Hims' historical revenue growth, the impact of GLP-1 medications, vertical integrations, and forward-looking projections for t
Ep 10 - Healthcare in the UK (Oct 28, 2024)
In episode 10 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H interview Sekander Amini, a UK-based pharmacist and long-time Hims investor. Sekander shares insights about how his pharmacy mirrors Hims' model by offering premium services like mental health and weight loss medications. He highlights Hims' advantages in compounding medications, simplifying treatment adherence, and leveraging t
Ep 9 - Hims’ Possible Next Drugs, 503B Hiring, GLP-1s, S&P 600 (Oct 21, 2024)
In Episode 9 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss potential product expansions for Hims & Hers, focusing on menopause, testosterone, fertility, and diabetes. They highlight menopause as a low-hanging opportunity due to minimal medical oversight requirements, while testosterone presents logistical challenges with necessary blood testing and monitoring. The conversatio
Ep 8 - Hims & Hers: Company Financials (Oct 14, 2024)
In episode 8 of Hims House, Jonathan Stern and Louis Stevens discuss the financial health of Hims & Hers. The episode highlights the company's steady subscriber growth, noting sequential fluctuations, with a focus on personalized medications driving retention. The discussion also centers around Hims' customer acquisition costs (CAC) and its relation to free cash flow, emphasizing the growing d
Ep 7 - Hims & Hers: The Telehealth Industry (Oct 10, 2024)
In episode 7 of Hims House, Jonathan, Louis, and Dr. H discuss the evolving telehealth industry, focusing on the market size, adoption trends, and why Hims & Hers is emerging as a leader in the space. Dr. H highlights how the ease of use and streamlined digital healthcare experience has allowed Hims to outpace competitors. The conversation also delves into the challenges of integrating insuran
Ep 6 - Hims & Hers: Operations (Oct 7, 2024)
In this episode of Hims House, the hosts discuss the importance of Hims's partnerships with healthcare providers, including doctors, nurse practitioners, and pharmacies. Dr. H shares his experience joining Hims, describing the onboarding process and the evolving role of nurse practitioners. The team explores Hims's vertical integration strategy, focusing on the acquisition of 503A and 503B pharmac
Ep 5 - Hims & Hers: The Customer Journey (Oct 3, 2024)
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H walk through the Hims customer experience, focusing on the weight management intake process. They explore the thoroughness of the signup flow, emphasizing how it mimics a traditional doctor’s visit while countering claims made in a Hunterbrook short report. Dr. H provides insights into how the system assesses customer data and
Ep 4 - Hims & Hers Product Deep Dive (Sep 30, 2024)
In this episode of Hims House, Jonathan, Louis, and Dr. H dive into Hims & Hers product offerings, discussing key categories like sexual health, mental health, hair loss, weight management, and skincare. They highlight the success of products like ED and hair loss treatments, which remain highly popular, while newer categories such as weight management have seen rapid growth. Dr. H emphasizes
Ep 3 - The History of Hims & Hers (Sep 26, 2024)
In this episode, Jonathan Stern, Louis Stevens, and Dr. H discuss the origin and evolution of Hims & Hers Health, highlighting the influence of CEO Andrew Dudum's background. They explore how Hims differentiates itself from competitors like Teladoc through vertical integration, streamlined care, and superior technology, making healthcare more accessible and affordable. Dr. H emphasizes the
Ep 2 - Hims & Hers’ Business Model (Sep 24, 2024)
In this episode of Hims House, Jonathan, Louis, and Dr. H discuss Hims & Hers' business model, focusing on whether it can be compared to models like Netflix, SaaS, or direct-to-consumer brands. Dr. H explains the patient experience, from intake to treatment, highlighting the discreet and accessible nature of Hims' services. They explore how the company's offerings differ from tradi
Ep 1 - An Overview of Hims & Hers (Sep 19, 2024)
In Episode 1 of the Hims House podcast, host Jonathan Stern, equity analyst Louis Stevens, and industry insider Dr. H discuss the unique aspects of Hims & Hers’ business model, focusing on its telemedicine approach and vertical integration. They explain how Hims bypasses traditional healthcare barriers by offering direct cash-based services, making healthcare more accessible. The conversation
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