Hims House

Jonathan Stern
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Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

  1. Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy

    VOR 3 TAGEN

    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 outlook on compounded GLP-1 regulation, branded oral offerings like the Wegovy pill, and why DTC-pharma partnerships are set to accelerate. The conversation digs into peptide market sizing, competition dynamics, and Noom's plan to expand at-home biomarker testing past 30 markers. Cook also makes the case for Noom's moat in engagement and behavior change and shares his personal BPC-157 recovery story. 00:00 - Why pharma needs DTC platforms 01:12 - Sponsor: Mochi Health 03:03 - Noom's 90% revenue growth 05:01 - Why Noom bought Tailor Made Pharmacy (503A) 07:29 - The case for vertical integration 08:56 - Compounded GLP-1s aren't going anywhere 16:48 - The Hims-Novo deal 19:08 - Noom's pitch to next-gen pharma 24:24 - Peptide market sizing 25:33 - Why GLP-1 users will buy peptides first 27:22 - Ten million potential peptide patients 👀 30:09 - When will legalization happen? 31:09 - Tracking the FDA green list 34:26 - Who wins when peptides go legal? 37:58 - Why Noom won't rush peptide launch 39:33 - Geoff's BPC-157 ski injury recovery 46:42 - Expanding at-home labs past 30 biomarkers 52:47 - Noom IPO coming?! Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    54 Min.
  2. Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo

    16. MÄRZ

    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 than expected, and whether compounded GLP-1s will survive 2026. The conversation also turns to peptides as Hims' next major growth lever, powered by its own manufacturing facility and coming regulatory changes under RFK. Koppelman also discusses Hims vs Ro, and discloses that Hunterbrook Capital is currently long $HIMS. 00:00 - Sponsor: Mochi Health 02:39 - Hims x Novo are back! 07:40 - Why Dudum "wiped the floor" with Novo 11:38 - The semaglutide pill controversy 13:48 - Branded vs compounded GLP-1s 16:32 - Eli Lilly next? 17:36 - FDA enforcement since Makary 21:31 - Why peptides could be HUGE 30:57 - Hims subscriber growth and outlook 33:18 - Ro vs Hims 35:45 - Hunterbrook’s current Hims position 👀 Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    37 Min.
  3. 🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down

    10. MÄRZ

    🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down

    Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/Raul_DSF Join the Discord: https://discord.gg/tJqGgVhkEt In 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 unpack the new HIMS–Novo Nordisk partnership. They break down the deal terms, why Raul thinks it removes the biggest legal and regulatory overhangs and restores the platform thesis, and what both sides get out of it. From there they stress-test every major bear case, discuss margin impacts, future pharma partnerships, buybacks vs. dilution, the peptides opportunity, and long-term valuation math. 00:00 - Sponsor: Mochi Health 01:14 - Background on DocShah Financial 04:12 - The Friday night Bloomberg rumor 05:49 - Breaking down the actual deal terms 07:48 - Why does this deal make sense for both sides? 10:00 - Who won the deal? 14:15 - Will the deal actually hold this time? 16:50 - Margin impact and platform upside 18:41 - Could Lilly or other pharma deals follow? 21:47 - The remaining bear theses  23:45 - "Hims is too dependent on GLP-1s" 25:30 - "The core business is dead" 27:31 - "International expansion won't work" 30:46 - "Subscriber growth slowing, CAC rising" 31:33 - Lifetime value vs. customer acquisition cost 34:04 - Why did Raul hold through the 2025 drawdown 37:22 - Buybacks and capital allocation 40:18 - Peptides  42:57 - 2026 priorities 44:04 - Does Hims actually have a moat? 49:12 - Revenue targets and valuation 55:57 - Peptides as a re-rating catalyst Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    1 Std.
  4. Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown

    2. MÄRZ

    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 Eucalyptus is included. The core debate is around what management didn’t address: the Novo Nordisk patent lawsuit, FDA/DOJ probes, an SEC investigation disclosed in the 10-K, plus the compounded semaglutide pill launch-and-pullback that triggered chaos. They also dig into competitive pressure (Ro and pharma price cuts), the pivot to international + labs as growth levers, the unanswered AI/ML product roadmap, and whether peptides are the next “GLP-1 moment” or just hype. 00:00 Sponsor: Mochi Health 01:57 Q4 2025 earnings recap 05:22 2026 guidance & Eucalyptus impact 09:34 Unanswered issues: Novo, FDA/DOJ, SEC 14:06 Semaglutide pill chaos 19:49 International expansion 23:38 U.S. core slowdown 24:50 Why Mark still holds HIMS 27:44 Labs: acquisition and flywheel 31:14 Execution on new launches 34:55 Peptides 38:58 What is Hims’ new AI team building?! 41:30 Ranking risks: Novo vs. FDA vs. DOJ vs. SEC 44:00 Hims x Lilly? 47:44 Sentiment drag 54:48 Valuation and stock price 57:36 2026 predictions Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    1 Std. 1 Min.
  5. Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯

    18. FEB.

    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' extraordinary short interest — roughly 76 million shares, around 44% of float — with Annanay pointing out that theoretically much of it *could* stem from long/short hedge fund mandates, risk-model offsets, and institutional groupthink rather than fundamental bets against the business. They also unpack what large disclosed stakes from firms like Jane Street and JP Morgan actually signal. The episode closes on Annanay’s essay “Prediction Market Paradox” - a dimmer view on prediction markets. 00:00 Sponsor: Mochi Health 02:10 High-frequency trading 03:59 Background of a quant 12:47 Why Annanay left Tower to build QFEX 15:28 The case for 24/7 trading 18:56 Does HFT “rig” the market? 25:45 Why Is Hims so heavily shorted? 34:25 How to read short disclosures correctly 37:14 What might trigger shorts to cover? 40:15 Hims down 17 out of 18 weeks 🤯 41:41 Convertible notes and the anti-squeeze 45:52 What a Jane Street stake really means 52:11 Prediction markets Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    1 Std. 2 Min.
  6. Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s

    12. FEB.

    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. injectable GLP-1s, why pills may be an on-ramp but not a long-term winner for most patients, and what the Hims GLP-1 pill episode signals about enforcement and risk. Myra also outlines Mochi’s expansion beyond weight loss, including longevity and labs, and where AI can (and can’t) meaningfully replace humans in healthcare. The conversation closes with predictions on the next wave of GLP-1s. 00:00 - Sponsor: Mochi Health 01:56 - Mochi's compounded semaglutide pill 04:27 - Oral vs. injectable GLP-1s 11:25 - $HIMS GLP-1 pill blowback 17:19 - FDA enforcement risk and what could change 22:27 - Patents, “personalization,” and where compounders may get exposed 24:05 - Mochi's growth story 24:47 - Retatrutide 31:32 - Why the U.S. could resemble Canada's system 34:09 - AI in healthcare 37:40 - Labs, GRAIL, and prevention 41:01 - The next era of GLP-1s Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    44 Min.
  7. 🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down

    10. FEB.

    🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down

    Thanks to our partner, Mochi Health! https://JoinMochi.com In 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 Novo has to prove, and what levers Hims has to fight back. Gaston explains why Novo didn’t seek a preliminary injunction at filing, why that may be intentional, and how venue, jury dynamics, and Delaware court congestion may shape the case timeline. They also get into the downside scenarios for Hims, possible defenses and mitigation strategies (invalidity, damages limitations, indemnification), and how parallel FDA and DOJ pressure could influence the broader future of compounded GLP-1s. 02:25 The lawsuit and what Novo is seeking: royalties, damages, injunction 07:41 Why no preliminary injunction filed 12:31 Why did Novo file now vs. 8-9 months ago? 24:04 Why did Novo file in Delaware? 29:21 Likely timelines, chances of settlement or dismissal 33:20 Worst-case scenarios 36:48 Indemnification and supplier liability? 45:01 FDA & DOJ pressure on compounded GLP-1s 49:46 How Hims miscalculated the oral launch 55:00 What to watch next Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.

    55 Min.
  8. Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯

    6. FEB.

    Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯

    Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/maxmarchione Join the Discord: https://discord.gg/tJqGgVhkEt In 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” Super Bowl ad signals about the company’s ambitions beyond GLP-1s. They debate the path from DTC e-commerce to a true health platform -- membership, verticalized manufacturing, and “Pharma 2.0” wellness therapeutics -- then widen to the peptide boom, gray-market demand, and the “health super app” race. They close on labs pricing dynamics, AI hiring, and what could re-rate Hims’ valuation. 00:00 – Sponsor: Mochi Health 01:58 – Why Hims' Super Bowl ad works 03:52 – Membership + manufacturing + pharma 2.0 06:33 – Superpower's approach 10:19 – The peptide market explosion + retatrutide 16:13 – Health "super-app" race: Hims, Whoop, Oura, Superpower 19:50 – Deep dive into peptides and regulatory outlook 27:50 – Superpower's product roadmap 28:39 – Pharma 2.0 and consumer-driven wellness 30:25 – Labs pricing strategies and market dynamics 36:51 – AI and engineering: what is Hims building?!  42:25 – Hims valuation: 10x (or even 100x) potential 🤯 47:27 – Future of GLP-1s   Not financial, legal, or medical advice

    50 Min.
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Info

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

Informationen

  • Erstellt von
    Jonathan Stern
  • Jahre aktiv
    2024 - 2026
  • Folgen
    61
  • Bewertung
    Unbedenklich
  • Copyright
    © Jonathan Stern
  • Sendungswebsite
    Hims House

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