Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)

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In Episode 14 of Hims House, host Jonathan Stern is joined by Louis Stevens and Dr. H to discuss the FDA's delayed decision on terzepatide shortages, its implications for Hims, and how it may reflect on semaglutide. They dive into the importance of anchoring to the long-term vision of Hims amid market volatility and debate the FDA’s growing acknowledgment of the medication shortage. The team also explores the newly launched meal replacement bars and shakes by Hims and their potential impact on the business. They further discuss the market reactions, the diverse weight loss product range, and the integral understanding needed for sustainable growth in the telehealth and wellness space.

00:00 Introduction and Episode Overview

00:30 FDA Decision on Terzapatide Shortage

01:04 Impact on Hims and Market Reactions

01:35 Review of FDA's Actions and Industry Reactions

05:31 Discussion on Compounded Medications

11:34 Remembering the Long-Term Thesis for Hims

28:58 New Product Launch: Meal Replacement Bars and Shakes

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