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Hims House

Jonathan Stern
Hims & Hers
Telehealth
Hims
Telemedicine
Glp-1
Weight Loss
Digital Healthcare
Insurance
Healthcare
Covid-19
Personalized Medicine
Amazon
Weight Management
Hims & Hers Health
Market Dynamics
Glp-1s
Compounding
Testosterone Treatment
Patient Care
Erectile Dysfunction

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

PublishesWeeklyEpisodes47Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Hims House

Latest Episodes

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 lett... more

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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... more

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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 in... more

YouTube

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 an... more

YouTube

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Recent Guests

Lee Rosebush
Chairman of the Outsourcing Facilities Association, focusing on compounding pharmacy regulations
Outsourcing Facilities Association
Episode: Ep 47 - Lee Rosebush on the FDA's warning letters, "Green List", GLP-1s and Peptides
Rob Leclerc
Founder of AgFunder and top VC
AgFunder
Episode: Ep 46 - VC Rob Leclerc on HIMS: the ultimate venture-style 10X opportunity in the public markets
Scott Brunner
CEO of the Alliance for Pharmacy Compounding
Alliance for Pharmacy Compounding
Episode: Ep 45 - Scott Brunner on Compounders vs. Big Pharma
Geoff Cook
CEO of Noom
Noom
Episode: Ep 44 - Geoff Cook (CEO of Noom) on the future of compounded GLP-1s
Dr. William Seeds
Board-certified orthopedic surgeon and founder of Seeds Scientific Research and Performance.
Seeds Scientific Research and Performance
Episode: Ep 43 - WTF are peptides? Are they legal? And where does Hims fit in?
Shaun Noorian
Founder and CEO of Empower Pharmacy, largest compounding pharmacy in the world
Empower Pharmacy
Episode: Ep 42 - Shaun Noorian, CEO of Empower Pharmacy, on GLP-1s, Patents, and the Future of Compounding
Dr. Peter Pitts
President of the Center for Medicine in the Public Interest
Center for Medicine in the Public Interest
Episode: Ep 41 - Peter Pitts on The Wild West of Compounded GLP-1s
David Maris
Decorated sell-side analyst in healthcare and pharmaceuticals.
Phalanx Investment Partners
Episode: Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong
Gaston Kroub
Patent attorney and a columnist for Above the Law.
Above the Law
Episode: Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims

Hosts

Jonathan Stern
Co-host and key voice in discussions surrounding the healthcare sector and investment strategies.
Patrick Lester
Co-host with insights on market dynamics and investment implications in healthcare.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#50
Spain/Business/Investing
Apple Podcasts
#181
Spain/Business

Talking Points

Recent interactions between the hosts and their guests.

Ep 46 - VC Rob Leclerc on HIMS: the ultimate venture-style 10X opportunity in the public markets
Q: Could you tell us a little bit more about your firm, AgFunder, and why you think the opportunity with Hims is as obvious as Nvidia?
We are a deep tech VC with about 300 million assets under management, and we're looking for long-term investments that can yield 10X or greater outcomes.
Ep 45 - Scott Brunner on Compounders vs. Big Pharma
Q: What are your thoughts on the actions being taken against compounding pharmacies by Eli Lilly?
Scott addresses the various lawsuits and discusses the legal challenges compounding pharmacies are facing.
Ep 45 - Scott Brunner on Compounders vs. Big Pharma
Q: How is it possible for 503Bs to prepare compounded GLP-1s again?
Scott Brunner explains the regulatory framework but expresses skepticism about the legality of the current situation for 503Bs without an active shortage status.
Ep 44 - Geoff Cook (CEO of Noom) on the future of compounded GLP-1s
Q: What do you see as the future of health care partnerships and personalized medicine?
Cook envisions a platform where health data, care interactions, and personalized recommendations are integrated and managed through technology to drive better health outcomes.
Ep 44 - Geoff Cook (CEO of Noom) on the future of compounded GLP-1s
Q: What are your thoughts about the regulatory environment for GLP-1s?
Geoff Cook emphasizes that he doesn't foresee a crackdown on compounded GLP-1s as they serve public health interests and are protected by existing laws.

Audience Metrics

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Frequently Asked Questions About Hims House

What is Hims House about and what kind of topics does it cover?

Insightful conversations revolve around the investment potential and business strategies of Hims & Hers, a healthcare company driving innovations in telehealth and pharmaceuticals. Episodes often feature expert guests from various fields, offering unique perspectives on legal implications, market dynamics, and the evolving landscape of healthcare, particularly in relation to GLP-1 medications and personalized medicine. Noteworthy discussions also critique the operational strategies of Hims, giving listeners a comprehensive understanding of the company's trajectory within the healthcare sector. Listeners can expect in-depth analyses complemented by the hosts' candid dialogues, making it a valuable resource for anyone interested in the inters... more

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Which podcasts are similar to Hims House?

These podcasts share a similar audience with Hims House:

1. Dumb Money Live
2. Chit Chat Stocks
3. a16z Podcast
4. BG2Pod with Brad Gerstner and Bill Gurley
5. The Compound and Friends

How many episodes of Hims House are there?

Hims House launched a year ago and published 47 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Hims House?

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What guests have appeared on Hims House?

Recent guests on Hims House include:

1. Lee Rosebush
2. Rob Leclerc
3. Scott Brunner
4. Geoff Cook
5. Dr. William Seeds
6. Shaun Noorian
7. Dr. Peter Pitts
8. David Maris

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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