Hims House is the ultimate podcast for investors passionate about Hims & Hers ($HIMS). Twice a week, join Jonathan Stern, Louis Stevens, and Dr. H. for conversa...
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 HIMS investors. The discussion expands to consider the potential influence of Elon Musk and Trump on healthcare policy, Greenland acquisition implications, and the roles of RFK and Marty Makary in shaping future healthcare regulations. Dr. H offers insights into the medical necessity of compounded medications and telehealth implications.00:00 Introduction01:05 Semaglutide Shortage Analysis02:48 FDA Decision Timeline06:44 Impact of New Administration10:34 HIMS Sales Strategy Post-Shortage14:29 Legal and Medical Perspectives28:57 Custom Dosage and Medical Necessity29:46 Corporate Practice of Medicine30:28 Patent System and Compounding Controversy31:30 Chevron Doctrine and Legal Battles32:08 Impact on HIMS Stock and Lawsuits34:59 Future of Compounding and Revenue36:58 Elon Musk, Trump, and GLP-1 Pricing42:02 Greenland and Geopolitical Leverage46:46 RFK and Marty McCary's Impact on Healthcare57:46 Conclusion and Future Topics Get full access to Hims House at himshouse.substack.com/subscribe
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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 customer base expansion. The trio also dissects the challenges faced, including legal battles and market skepticism. The conversation highlights Hims' expansion into weight loss treatments, branding strategies, and the implications of free cash flow and customer acquisition costs. Looking ahead, they share their predictions for 2025, focusing on growth opportunities and potential stock performance.00:00 New Year Greetings00:29 2024 Year in Review: Key Highlights00:51 HIMS Company History and Growth02:19 Financial Performance and Market Dynamics07:21 Marketing and Brand Recognition08:18 New Products and Strategic Hires11:02 Surprises and Strategic Decisions15:24 Stock Market Performance and Sentiment20:16 Biggest Wins of 202424:49 Subscriber Growth and Acquisitions29:21 Looking Ahead to 202534:03 Predictions and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe
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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 analysis of FDA politics, the pharmaceutical industry, and future expectations for GLP-1 compounds like semaglutide. The episode also explores potential partnerships, legal challenges, and the role of personalized medicine in the context of compounding.00:00 Introduction00:31 FDA Announcement and Market Reaction00:53 Bayside's Research and Predictions04:27 Political and Legal Implications08:15 Semaglutide Shortage and Market Impact19:23 Court Filings and Hims Supply Tracker20:43 Reactions and Future Outlook21:22 FDA Regulations and Discretion22:35 Elon Musk's Influence and Motivations23:31 Compounding and Personalized Medicine26:01 Legal and Medical Perspectives on Dosage Variances31:01 Hims and the Pharmaceutical Industry36:25 Future of GLP-1 Drugs and Market Dynamics41:35 Speculations and Future Partnerships Get full access to Hims House at himshouse.substack.com/subscribe
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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 platform will help it thrive. The episode also covers new partnerships in the telehealth industry, such as Ro partnering with pharmaceutical giant Lilly, and debates the American Diabetes Association's stance against compounded GLP-1 drugs, highlighting concerns around safety and efficacy while affirming Hims’ robust approach to patient care.00:00 Introduction01:46 Why Meta’s Data Restriction Might Be Bullish05:58 Meta's Transition from Bearish to Bullish14:35 Ro and Lilly Partnership Announcement27:02 American Diabetes Association Stance on Compounded GLP-1s44:33 Primary Care and Telemedicine Expertise Get full access to Hims House at himshouse.substack.com/subscribe
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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 for Hims, and how it may reflect on semaglutide. They dive into the importance of anchoring to the long-term vision of Hims amid market volatility and debate the FDA’s growing acknowledgment of the medication shortage. The team also explores the newly launched meal replacement bars and shakes by Hims and their potential impact on the business. They further discuss the market reactions, the diverse weight loss product range, and the integral understanding needed for sustainable growth in the telehealth and wellness space.00:00 Introduction and Episode Overview00:30 FDA Decision on Terzapatide Shortage01:04 Impact on Hims and Market Reactions01:35 Review of FDA's Actions and Industry Reactions05:31 Discussion on Compounded Medications11:34 Remembering the Long-Term Thesis for Hims28:58 New Product Launch: Meal Replacement Bars and Shakes Get full access to Hims House at himshouse.substack.com/subscribe
Hims House is the ultimate podcast for investors passionate about Hims & Hers ($HIMS). Twice a week, join Jonathan Stern, Louis Stevens, and Dr. H. for conversations on all things Hims—earnings, trends, market shifts, AMAs, and more. himshouse.substack.com
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