Hims House

Jonathan Stern
  • 5.0 (1)
  • INVESTING
  • UPDATED SEMIWEEKLY
Hims House

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

  1. 22 HR. AGO

    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 Greetings 00:29 2024 Year in Review: Key Highlights 00:51 HIMS Company History and Growth 02:19 Financial Performance and Market Dynamics 07:21 Marketing and Brand Recognition 08:18 New Products and Strategic Hires 11:02 Surprises and Strategic Decisions 15:24 Stock Market Performance and Sentiment 20:16 Biggest Wins of 2024 24:49 Subscriber Growth and Acquisitions 29:21 Looking Ahead to 2025 34:03 Predictions and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe

    43 min

  2. 12/20/2024

    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 Introduction 00:31 FDA Announcement and Market Reaction 00:53 Bayside's Research and Predictions 04:27 Political and Legal Implications 08:15 Semaglutide Shortage and Market Impact 19:23 Court Filings and Hims Supply Tracker 20:43 Reactions and Future Outlook 21:22 FDA Regulations and Discretion 22:35 Elon Musk's Influence and Motivations 23:31 Compounding and Personalized Medicine 26:01 Legal and Medical Perspectives on Dosage Variances 31:01 Hims and the Pharmaceutical Industry 36:25 Future of GLP-1 Drugs and Market Dynamics 41:35 Speculations and Future Partnerships Get full access to Hims House at himshouse.substack.com/subscribe

    45 min

  3. 12/13/2024

    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 Introduction 01:46 Why Meta’s Data Restriction Might Be Bullish 05:58 Meta's Transition from Bearish to Bullish 14:35 Ro and Lilly Partnership Announcement 27:02 American Diabetes Association Stance on Compounded GLP-1s 44:33 Primary Care and Telemedicine Expertise Get full access to Hims House at himshouse.substack.com/subscribe

    47 min

  4. 11/25/2024

    Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)

    Subscribe to Hims House! Website: himshouse.substack.com Twitter/X: x.com/himshouse Discord: discord.gg/tJqGgVhkEt Follow us on Twitter/X: Jonathan Stern - x.com/jonathanrstern Louis Stevens - x.com/LA_stevens_ Dr. H - x.com/stayathomedoc In 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 Overview 00:30 FDA Decision on Terzapatide Shortage 01:04 Impact on Hims and Market Reactions 01:35 Review of FDA's Actions and Industry Reactions 05:31 Discussion on Compounded Medications 11:34 Remembering the Long-Term Thesis for Hims 28:58 New Product Launch: Meal Replacement Bars and Shakes Get full access to Hims House at himshouse.substack.com/subscribe

    39 min

  5. 11/14/2024

    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 strategic positioning, emphasizing customization, trust, and long-term customer relationships as competitive advantages. The team also delves into the regulatory uncertainty surrounding GLP-1 medications and how Hims is positioning itself with alternative treatments to address future challenges. 00:00 Welcome and Introduction 00:14 Amazon's New Pricing Announcement 01:31 Impact on Hims and Market Reactions 03:41 Patient Preferences and Pricing 06:50 Bear Arguments in Response To the News 12:09 Amazon Not Doing Weight Loss 13:33 Historical Context of Market Competition 23:56 Customer Base Overlap Between Amazon Prime and Hims 35:57 GLP-1 Supply Tracker and Regulatory Challenges 46:21 Conclusion Website: https://himshouse.substack.com Twitter/X: @himshouse Discord: https://discord.gg/tJqGgVhkEt Jonathan Stern - @jonathanrstern Louis Stevens - @LA_stevens_ Dr. H - @stayathomedoc Get full access to Hims House at himshouse.substack.com/subscribe

    47 min
  6. Ep 12 - Hims & Hers Q3 Earnings Recap (Nov 6, 2024)

    11/06/2024

    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 subscribers, the impact of GLP-1 adoption, and the anticipated launch of liraglutide. The episode also touches on potential meal replacements, stock buybacks, financial health indicators, and the ongoing evolution of Hims' multi-product platform. 00:00 Introduction and Q3 Earnings Overview 00:22 Key Metrics and Achievements 01:25 High-Level Reactions and Insights 05:14 Analysis of GLP-1s and Liraglutide 09:05 Personalized Medicine Record Numbers 13:27 Financial Metrics and Shareholder Insights 18:06 North Star Metrics 23:09 Weight Loss Products and Market Impact 33:00 Speculations and Future Products 41:23 Final Thoughts Website: https://himshouse.substack.com Twitter/X: @himshouse Discord: https://discord.gg/tJqGgVhkEt Jonathan Stern - @jonathanrstern Louis Stevens - @LA_stevens_ Dr. H - @stayathomedoc Get full access to Hims House at himshouse.substack.com/subscribe

    44 min
  7. Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)

    10/31/2024

    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 the company. The discussion highlights the importance of customer acquisition costs, the value of the new 503B pharmacy, and the anticipation of new product launches. Additionally, the team provides insights into investor sentiment and potential stock price movements post-earnings report. 00:00 Introduction and Overview 00:18 Setting the Stage for Q3 Earnings 00:27 Historical Performance and Market Reactions 03:26 Q2 2024 Recap and Expectations 05:17 Insights from Dr. H on Telehealth and GLP-1 06:44 Hims' Revenue Guidance and Projections 10:47 Discussion on Business Growth and Sustainability 13:37 Product Announcements and Future Roadmap 25:08 503B Pharmacy Acquisition and Vertical Integration 30:13 Earnings Predictions and Stock Price Projections Get full access to Hims House at himshouse.substack.com/subscribe

    37 min
  8. Ep 10 - Healthcare in the UK (Oct 28, 2024)

    10/28/2024

    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 technology for better patient care. The group discusses the healthcare landscape in the UK, touching on public versus private care and the potential growth opportunity for Hims. They also explore Hims' focus on premium experiences, the role of AI in healthcare, and what investors should watch for in the upcoming earnings call. 00:00 Introduction and Sekander Amino Welcome 00:52 Day-to-Day at the Private Pharmacy 03:24 Initial Investment in Hims 03:51 Hims' Price Transparency and Accessibility 05:46 Compounded Medications and Personalized Care 07:07 Premium Experience and Product Evolution 15:59 Comparing UK and US Healthcare Systems 20:53 Opportunities in the UK Market 23:09 Hims' Generic Offerings 23:30 UK Healthcare System Overview 24:19 Hims' Market Potential in the UK 24:48 Compounding Pharmacies in the UK 25:40 Challenges in International Expansion 27:10 Hims' Strategic Focus 34:18 MedMatch and Mental Health 40:14 International Expansion Concerns 44:09 Q3 Earnings Expectations 45:54 Closing Remarks and Farewell Get full access to Hims House at himshouse.substack.com/subscribe

    46 min
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About

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

Information

  • Creator
    Jonathan Stern
  • Years Active
    2024 - 2025
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © Jonathan Stern
  • Show Website
    Hims House

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