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Hims House

Jonathan Stern
Hims & Hers
HIMS
Glp-1
Telehealth
Healthcare
Novo Nordisk
Semaglutide
Telemedicine
Weight Loss
Amazon
Peptides
FDA
Q2 Earnings Report
Marketing Strategies
Pharmaceutical Industry
Glp-1s
Eli Lilly
Customer Acquisition Cost
Diagnostics
2024

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

PublishesWeeklyEpisodes64Founded2 years ago
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BusinessInvesting

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Artwork for Hims House

Latest Episodes

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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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 inte... more

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Recent Guests

Annanay Kapila
Founder and CEO of QFEX, former quant at Tower Research Capital
QFEX
Episode: Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯
Myra Ahmad
Founder and CEO of Mochi Health, a D-to-C telehealth platform
Mochi Health
Episode: Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s
Gaston Kroub
One of the top patent attorneys in the United States, previously a guest on episode 37
Episode: 🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down
Max Marchione
Founder and CEO of Superpower, a health super app company focused on longevity
Superpower
Episode: Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
Shalin Shah
CEO of Marius Pharmaceuticals
Marius Pharmaceuticals
Episode: Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
Lee Rosebush
Chairman of the Outsourcing Facilities Association, focusing on compounding pharmacy regulations
Outsourcing Facilities Association
Episode: Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides
Rob Leclerc
Founder of AgFunder and top VC
AgFunder
Episode: Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market
Scott Brunner
CEO of the Alliance for Pharmacy Compounding
Alliance for Pharmacy Compounding
Episode: Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s
Geoff Cook
CEO of Noom
Noom
Episode: Geoff Cook (Noom CEO) - The future of compounded GLP-1s

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.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
Q: How are you thinking about the valuation for Hims?
Marchione believes the market is misunderstanding Hims, which is not just a GLP-1 e-commerce company but is transitioning to a vertically integrated manufacturer and a potential player in Pharma 2.0.
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
Q: What does that look like at Superpower? What does that look like at Hims?
Marchione emphasizes that longevity is about enhancing quality of life rather than just extending lifespan, using technological advancements to improve human capabilities.
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
Q: Can you tell us about that decision and why it wasn't right for Superpower?
Marchione explains that while they acknowledge the gap between healthcare for the rich and everyone else, they focus on democratizing access rather than making rich people the enemy.
Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
Q: What do you think is influencing the rising popularity of testosterone therapy?
Increased patient frustration with traditional care systems and better health information are driving the trend.
Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
Q: Why Hims? What makes this partnership unique?
Hims focuses on personalized care and education, making them a strategically aligned partner.

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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How many episodes of Hims House are there?

Hims House launched 2 years ago and published 64 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. Annanay Kapila
2. Myra Ahmad
3. Gaston Kroub
4. Max Marchione
5. Shalin Shah
6. Lee Rosebush
7. Rob Leclerc
8. Scott Brunner

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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