Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)

In episode 15 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss recent news about Meta restricting data access for healthcare companies like Hims and the implications for Hims’ marketing strategies. They examine the parallels between Meta's past challenges with Apple's privacy policies and how Hims might navigate similar issues, ultimately predicting that Hims’ vertically integrated platform will help it thrive. The episode also covers new partnerships in the telehealth industry, such as Ro partnering with pharmaceutical giant Lilly, and debates the American Diabetes Association's stance against compounded GLP-1 drugs, highlighting concerns around safety and efficacy while affirming Hims’ robust approach to patient care.

00:00 Introduction

01:46 Why Meta’s Data Restriction Might Be Bullish

05:58 Meta's Transition from Bearish to Bullish

14:35 Ro and Lilly Partnership Announcement

27:02 American Diabetes Association Stance on Compounded GLP-1s

44:33 Primary Care and Telemedicine Expertise