In Episode 13 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the implications of Amazon's telemedicine announcements on Hims & Hers. They examine Amazon's pricing, offerings, and potential market overlap with Hims, while exploring whether this presents a serious threat or is overhyped by speculative narratives on platforms like Twitter. The conversation transitions to Hims’s strategic positioning, emphasizing customization, trust, and long-term customer relationships as competitive advantages. The team also delves into the regulatory uncertainty surrounding GLP-1 medications and how Hims is positioning itself with alternative treatments to address future challenges.

00:00 Welcome and Introduction

00:14 Amazon's New Pricing Announcement

01:31 Impact on Hims and Market Reactions

03:41 Patient Preferences and Pricing

06:50 Bear Arguments in Response To the News

12:09 Amazon Not Doing Weight Loss

13:33 Historical Context of Market Competition

23:56 Customer Base Overlap Between Amazon Prime and Hims

35:57 GLP-1 Supply Tracker and Regulatory Challenges

46:21 Conclusion

Website: https://himshouse.substack.com

Twitter/X: @himshouse

Discord: https://discord.gg/tJqGgVhkEt

Jonathan Stern - @jonathanrstern

Louis Stevens - @LA_stevens_

Dr. H - @stayathomedoc

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Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯