Ep 10 - Healthcare in the UK (Oct 28, 2024)

In episode 10 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H interview Sekander Amini, a UK-based pharmacist and long-time Hims investor. Sekander shares insights about how his pharmacy mirrors Hims' model by offering premium services like mental health and weight loss medications. He highlights Hims' advantages in compounding medications, simplifying treatment adherence, and leveraging technology for better patient care. The group discusses the healthcare landscape in the UK, touching on public versus private care and the potential growth opportunity for Hims. They also explore Hims' focus on premium experiences, the role of AI in healthcare, and what investors should watch for in the upcoming earnings call.

00:00 Introduction and Sekander Amino Welcome

00:52 Day-to-Day at the Private Pharmacy

03:24 Initial Investment in Hims

03:51 Hims' Price Transparency and Accessibility

05:46 Compounded Medications and Personalized Care

07:07 Premium Experience and Product Evolution

15:59 Comparing UK and US Healthcare Systems

20:53 Opportunities in the UK Market

23:09 Hims' Generic Offerings

23:30 UK Healthcare System Overview

24:19 Hims' Market Potential in the UK

24:48 Compounding Pharmacies in the UK

25:40 Challenges in International Expansion

27:10 Hims' Strategic Focus

34:18 MedMatch and Mental Health

40:14 International Expansion Concerns

44:09 Q3 Earnings Expectations

45:54 Closing Remarks and Farewell

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