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Hims House

Jonathan Stern
Hims & Hers
Hims
Glp-1
Telehealth
Healthcare
Novo Nordisk
Semaglutide
Peptides
Telemedicine
Weight Loss
Amazon
FDA
Q2 Earnings Report
Marketing Strategies
Pharmaceutical Industry
Glp-1s
Eli Lilly
Customer Acquisition Cost
International Expansion
Diagnostics

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

PublishesWeeklyEpisodes69Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Hims House

Latest Episodes

In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremieux points to Epic's new EHR dashboard as the best live read on adoption, backing estimates that rough... more

In episode 68, Jonathan Stern hosts Sagar and Sahil Chopra, founders of Empower Sleep, to unpack why sleep care is still fragmented, slow, and overly dependent on single-night testing. They explain how Empower uses multi-night diagnostics, wearable i... more

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In episode 67 of Hims House, Jonathan Stern hosts Eli Dorf, founder and president of Bask Health. Bask provides the operating infrastructure for telehealth brands to launch quickly, choose pharmacy and clinical partners, route patients, process payme... more

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Thanks to our partner:

Superpower - superpower.com

Subscribe to Hims House:

himshouse.com

Brian's excellent essay on Hims:

thepsychoanalyst.substack.com/p/protect-this-hims-house

Follow us:

x.com/himshouse

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In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohacker circles into the next big frontier for telehealth. Mansi explains how New York, San Francisco, Lo... more

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In Hims House episode 64, Jonathan Stern hosts Max Martin & Christian Angermayer, co-founders of Enhanced, ahead of their inaugural May 24 Las Vegas games featuring track, swimming, weightlifting, and a deadlift showdown between Thor Björnsson and Mi... more

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In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened at Hims since last July. They walk through the wild GLP-1 timeline -- the compounded semaglutide pill l... more

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In this episode of Hims House, Jonathan Stern sits down with Jonah Lupton, founder and CIO of FirstWave Capital and one of the largest Hims shareholders to appear on the show, to break down his bull case around peptides. Lupton argues peptides, GLPs,... more

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Recent Guests

Sahil Chopra
Harvard-trained sleep physician and co-founder of Empower Sleep
Empower Sleep
Episode: Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Sagar Chopra
Co-founder of Empower Sleep, business lead
Empower Sleep
Episode: Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Eli Dorf
Founder and President of Bask Health
Bask Health
Episode: Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
Brian Birnbaum
retail investor who has grown his net worth by about 50x since 2020
Episode: Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
Mansi Hukmani
Founder of Chief Longevity Officer, substack and community
Chief Longevity Officer
Episode: Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
Christian Angermayer
Co-founder and executive chairman of Enhanced Games
Enhanced Games
Episode: Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
Max Martin
CEO and co-founder of Enhanced
Enhanced Games
Episode: Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
David Maris
One of the most decorated health care analysts; runs Phalanx Investment Partners; founder at Wall Street Beats; health care diarist on healthcarediaries.com
Phalanx Investment Partners; Wall Street Beats; healthcarediaries.com
Episode: David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on
Jonah Lupton
Founder and Chief Investment Officer of FirstWave Capital
FirstWave Capital
Episode: Jonah Lupton - Why peptides are so bullish for Hims & Hers

Hosts

Jonathan Stern
Host of Hims House; focuses on telehealth, pharma, GLP-1s, and market dynamics around $HIMS.
Patrick Lester
Co-host of Hims House; co-navigates episodes on investing, regulatory issues, and product strategy in online health.

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Talking Points

Recent interactions between the hosts and their guests.

Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Q: What opportunities do you see for a sleep-focused brand like Hims in this space?
Hims could start with simpler entry points like supplements or medical devices, then scale toward synchronous, data-driven care that combines diagnostics with ongoing, personalized treatment pathways. The key is to offer end-to-end care that's integrated with data, providers, and patient support rather than just selling devices or one-off treatments.
Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Q: How do you see data from wearables and medical-grade devices working together in your platform?
Wearables provide continuous, longitudinal data, while medical-grade devices deliver high-frequency, clinically validated measurements. By integrating both, we can continuously monitor sleep health, identify drivers of poor sleep, and adjust therapy in real time, creating a more proactive, preventive approach to sleep care.
Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Q: What do you consider the fundamental problem with current sleep care, and how does Empower Sleep aim to address it?
The fundamental problem is fragmentation and reliance on single-night tests that don't capture the full picture of a patient's sleep and its impact on cardiometabolic and neurocognitive health. Empower Sleep uses multi-night home sleep testing, AI-driven analysis, and data from consumer wearables alongside medical-grade testing to create a longitudinal, personalized roadmap for each patient.
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
Q: What is Chief Longevity Officer and why did you start it?
Mansi explains it started as a Substack to channel creativity after burnout, evolving into a community and IRL events that explore wellness spending and the broader wellness industrial complex.
Jonah Lupton - Why peptides are so bullish for Hims & Hers
Q: What are you spending on peptides and how does that relate to Hims' ARPU potential?
He reveals spending roughly $1,500-$2,000 per month on peptides and suggests that including peptide-related products could triple Hims' current annual revenue per user from around $1,000 to potentially $3,000+, given broader product adoption and telehealth integration.

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?

The show centers on investing in healthcare and telehealth publicly traded stocks, with a strong emphasis on GLP-1 therapies, compounding regulatory debates, and the broader pharma and healthcare tech landscape. Episodes frequently feature guests from finance, biotech, healthcare startups, and regulatory spheres, who dissect market dynamics, product pipelines, and policy developments that influence patient access and corporate strategy. A notable throughline is evaluating Hims & Hers and related companies through a pragmatic lens—covering earnings, partnerships, lawsuits, and the regulatory environment—alongside longer-term themes like Pharma 2.0, longevity, and digital health disruption. The format often blends market analysis with practic... more

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3. Prof G Markets
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5. Invest Like the Best with Patrick O'Shaughnessy

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Hims House launched 2 years ago and published 69 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Hims House?

Recent guests on Hims House include:

1. Sahil Chopra
2. Sagar Chopra
3. Eli Dorf
4. Brian Birnbaum
5. Mansi Hukmani
6. Christian Angermayer
7. Max Martin
8. David Maris

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