Corporate Turbulence: The HIMS and Novo Partnership Breakdown

In Episode 38 of Hims House, Jonathan Stern and Patrick Lester (Bayside) break down all the recent news surrounding Hims. They cover the new Bloomberg Businessweek article and Washington Post coverage, discuss Hims’ expansion into Canada with generic semaglutide, and highlight the company’s recent job listing for a new blood diagnostics vertical. The episode closes with an analysis of Hims’ positioning ahead of earnings. They unpack alt data trends, app rankings, web traffic discrepancies, and Google Trends.

00:52 Bloomberg Businessweek Story Analysis

03:45 Hims Expansion into Canada

09:00 Washington Post Story and the Novo Deal Collapse

24:40 New Blood Diagnostics Vertical

29:17 Andrew Responds to Nighthawk: "🤣"

31:00 Hims Alt Data Recap

31:39 Morgan Stanley's Note on App Deceleration

32:08 Web Traffic

34:02 GLP-1 Contribution and Revenue Impact

46:17 Advertising

01:00:14 Short Interest Hits 38%