
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
| Publishes | Weekly | Episodes | 74 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In episode 74, Jonathan Stern sits down with Dr. Jesse Morse, a board-certified family and sports medicine physician, longtime peptide prescriber who helped assemble safety evidence for the upcoming PCAC review. They discuss the FDA briefing recommen... more
In Hims House episode 73, Jonathan Stern talks with Needham’s Ryan MacDonald, the lead Hims & Hers analyst with a $35 price target and Buy rating. They break down the latest peptide news, how the FDA/PCAC process actually works, and why peptides may ... more
In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market purchase of Hims shares. Wells explains why he believes the company is at an inflection point afte... more
In Hims House episode 71, Jonathan Stern sits down with hedge fund manager Ignacio Canto -- founder & portfolio manager at X-Square Capital, which held over 420k Hims shares as of Q1. Canto traces his interest back years, through personal product dis... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #217 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show focuses on investing in health-tech, telehealth, and biotech, with frequent deep dives into GLP-1s, peptides, and the shifting regulatory and market landscape that surrounds consumer health brands. Episodes routinely feature investors, founders, analysts, and legal or regulatory experts who map the implications of clinical advances, policy shifts, and competitive dynamics on company strategy and stock narratives. A standout pattern is the emphasis on how platforms, branding versus compounding, and moats intersect with rapid innovation, pricing pressure, and international expansion; guests often bring data-driven critique, strategic bets, and practical implications for investors and entrepreneurs alike. The format tends to pair rigo... more
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Hims House launched 2 years ago and published 74 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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Recent guests on Hims House include:
1. David Wells
2. Ignacio Canto
3. Imran Khan
4. Sahil Chopra
5. Sagar Chopra
6. Eli Dorf
7. Brian Birnbaum
8. Mansi Hukmani
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