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Hims House

Jonathan Stern

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

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Episodes

87 episodes

  1. Hims Q3 earnings recap: "Most disappointing quarter so far" + why Brian Birnbaum is still bullish 56:41
  2. 🚨 BPC-157 and five other peptides just got the green light: "It's going to be a knife fight" 51:39
  3. Why Hims & Hers may be the most asymmetric opportunity in the entire stock market 59:32
  4. Why payment processors treat peptides as "riskier than gambling", per gray-market peptide CEO 55:35
  5. Are Peptides Coming By End Of Year? 45:33
  6. Brazil's 2nd-largest telehealth CEO on how Hims & Hers should enter Brazil 🇧🇷 52:14
  7. Finnrick CEO on gray market peptides, fake bodega vials, and China's manufacturing prowess 40:28
  8. OpenLoop CEO: the peptide gray market is 2-3x bigger than analyst estimates, likely $6-8 billion 30:26
  9. HIMS stock token hit $132 on Robinhood over the weekend due to ... $BONER coin?! 😳 39:29
  10. 🚨 THE FTC SUES HIMS & HERS -- Full breakdown with Gaston Kroub 53:59
  11. Bijan Salehizadeh - Eli Lilly's War on Compounded GLP-1s, Peptides, Retatrutide, and Hims vs Ro 1:00:29
  12. Enhanced Group CEO: Hot peptide summer is coming — but likely not till 2027 54:26
  13. 🚨 FDA committee votes "YES" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem 59:33
  14. The FDA peptides vote is days away. This insider expects approval 1:01:13
  15. Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share 1:00:30
  16. 🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims 51:23
  17. Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside 1:07:03
  18. Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why 53:50
  19. Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped) 48:28
  20. Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity 54:57
  21. Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight? 55:53
  22. Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims 59:23
  23. Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush 50:11
  24. Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May 1:14:19
  25. David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on 1:09:36
  26. Jonah Lupton - Why peptides are so bullish for Hims & Hers 58:38
  27. Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy 53:50
  28. Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo 37:26
  29. 🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down 1:00:04
  30. Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown 1:01:29
  31. Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯 1:01:32
  32. Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s 44:12
  33. 🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down 55:12
  34. Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯 49:31
  35. 🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux) 28:26
  36. Sabina Hemmi - The GLP-1 Wars 59:12
  37. Hims & Hers 2025 Recap + 2026 Predictions 56:51
  38. Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims 32:35
  39. Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides 51:50
  40. Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides 51:25
  41. Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides 57:08
  42. Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market 54:34
  43. Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s 53:34
  44. Geoff Cook (Noom CEO) - The future of compounded GLP-1s 54:14
  45. Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in? 1:06:31
  46. Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding 1:05:13
  47. Peter Pitts - The Wild West of Compounded GLP-1s 48:12
  48. Hims & Hers Q2 2025 Earnings Recap 45:46
  49. Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong 1:21:53
  50. Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯 1:05:07