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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

PublishesWeeklyEpisodes67Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Hims House

Latest Episodes

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

http... more

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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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Recent Guests

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
Sam Koppelman
Co-founder of Hunterbrook Media
Hunterbrook Media
Episode: Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo
Raul Shah
Founder and CEO of DocShah Financial
DocShah Financial
Episode: 🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down
Mark Mulhern
Investor who writes as Manu Invests; long-time Hims shareholder
Episode: Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown
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
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

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

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

Apple Podcasts
#210
Finland/Business/Investing
Apple Podcasts
#242
Singapore/Business/Investing
Apple Podcasts
#249
Belgium/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Jonah Lupton - Why peptides are so bullish for Hims & Hers
Q: Walk us through your personal peptide regimen and how you think about dosing and safety.
Lupton describes starting with BPC157 and TB-500, using subcutaneous injections with very small needles, emphasizing gradual introduction of peptides, consulting with professionals, using blood tests, and avoiding stacking too many peptides at once to minimize adverse effects.
Jonah Lupton - Why peptides are so bullish for Hims & Hers
Q: What was your original thesis on Hims and how has it evolved, especially with peptides coming into the picture?
The early thesis focused on a high-growth DTC healthcare platform with telehealth-enabled products; peptides became central later as the space evolved, with Lupton highlighting a long-term view where peptides, testosterone, and AI together could drive substantial growth, while also noting the volatility and regulatory risks.
Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo
Q: Why did Andrew Dudum launch the compounded semaglutide approach and what happened when the shortages lifted?
The host asks about Dudum's rationale; Sam explains the underlying strategy around surrogate GLP-1s during shortages, the shift once shortages eased, and how that influenced Hims' legal and competitive posture.
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.

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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Which podcasts are similar to Hims House?

These podcasts share a similar audience with Hims House:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. Invest Like the Best with Patrick O'Shaughnessy
3. Conversations with Tyler
4. The Compound and Friends
5. The Real Eisman Playbook

How many episodes of Hims House are there?

Hims House launched 2 years ago and published 67 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. David Maris
2. Jonah Lupton
3. Sam Koppelman
4. Raul Shah
5. Mark Mulhern
6. Annanay Kapila
7. Myra Ahmad
8. Shalin Shah

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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