Hims House

The discussion kicks off with HIMS' bold strategy of airing a Super Bowl ad, exploring its potential for brand recognition and public perception. The hosts dissect the staggering short interest hovering around 30% and its implications for a possible short squeeze. They draw parallels to the GameStop phenomenon while speculating on the introduction of a testosterone therapy product, discussing its impact on customer retention and market competitiveness. Expect intriguing insights on marketing dynamics and the ever-evolving landscape of healthcare branding!

A former Wall Street analyst breaks down the evolution of Hims & Hers into a consumer-centric healthcare provider. The discussion dives into the impact of recent financial reports and credit card data on the company's revenue forecasts. They explore the complexities of U.S. healthcare, consumer behavior, and the emerging role of AI in healthcare. Predictions for the future of diabetes care and weight loss add intrigue, alongside challenges faced by traditional healthcare models. Unique insights shed light on the potential for international expansion.

In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by Bayside, a professional lobbyist in Washington D.C., to discuss the upcoming Trump administration and its potential impact on Hims, particularly concerning the semaglutide shortage. Bayside provides a detailed analysis of the semaglutide and tirzepatide shortages, FDA decisions, and political landscape affecting HIMS investors. The discussion expands to consider the potential influence of Elon Musk and Trump on healthcare policy, Greenland acquisition implications, and the roles of RFK and Marty Makary in shaping future healthcare regulations. Dr. H offers insights into the medical necessity of compounded medications and telehealth implications.00:00 Introduction01:05 Semaglutide Shortage Analysis02:48 FDA Decision Timeline06:44 Impact of New Administration10:34 HIMS Sales Strategy Post-Shortage14:29 Legal and Medical Perspectives28:57 Custom Dosage and Medical Necessity29:46 Corporate Practice of Medicine30:28 Patent System and Compounding Controversy31:30 Chevron Doctrine and Legal Battles32:08 Impact on HIMS Stock and Lawsuits34:59 Future of Compounding and Revenue36:58 Elon Musk, Trump, and GLP-1 Pricing42:02 Greenland and Geopolitical Leverage46:46 RFK and Marty McCary's Impact on Healthcare57:46 Conclusion and Future Topics Get full access to Hims House at himshouse.substack.com/subscribe

The hosts reflect on a transformative 2024, emphasizing the company's significant financial growth and brand evolution. They discuss new product launches, including weight loss treatments and erectile dysfunction solutions, while navigating market challenges and legal hurdles. Predictions for 2025 hint at exciting growth avenues and stock performance potential. With an eye on future innovations, they explore the impact of an AI-driven healthcare platform, and the implications of customer acquisition costs, keeping listeners engaged with the evolving market landscape.

In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Bayside, a professional lobbyist who works in Washington D.C. They discuss the recent FDA announcement about the tirzepatide shortage resolution and its implications on HIMS. Bayside shares insights from his 12-page research report, which accurately predicted this outcome, and provides a detailed analysis of FDA politics, the pharmaceutical industry, and future expectations for GLP-1 compounds like semaglutide. The episode also explores potential partnerships, legal challenges, and the role of personalized medicine in the context of compounding.00:00 Introduction00:31 FDA Announcement and Market Reaction00:53 Bayside's Research and Predictions04:27 Political and Legal Implications08:15 Semaglutide Shortage and Market Impact19:23 Court Filings and Hims Supply Tracker20:43 Reactions and Future Outlook21:22 FDA Regulations and Discretion22:35 Elon Musk's Influence and Motivations23:31 Compounding and Personalized Medicine26:01 Legal and Medical Perspectives on Dosage Variances31:01 Hims and the Pharmaceutical Industry36:25 Future of GLP-1 Drugs and Market Dynamics41:35 Speculations and Future Partnerships Get full access to Hims House at himshouse.substack.com/subscribe

Dive into the effects of Meta's data restrictions on healthcare marketing strategies. Discover how Hims navigates these changes, drawing parallels with past privacy challenges. The podcast also highlights a pivotal partnership between Ro and Lilly, reshaping telehealth's landscape. Key concerns about compounded GLP-1 medications from the American Diabetes Association raise alarms over safety and efficacy. These discussions emphasize the importance of informed patient care and navigating the complexities of modern medicine.

Subscribe to Hims House!Website: himshouse.substack.comTwitter/X: x.com/himshouseDiscord: discord.gg/tJqGgVhkEtFollow us on Twitter/X:Jonathan Stern - x.com/jonathanrsternLouis Stevens - x.com/LA_stevens_Dr. H - x.com/stayathomedocIn 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 Overview00:30 FDA Decision on Terzapatide Shortage01:04 Impact on Hims and Market Reactions01:35 Review of FDA's Actions and Industry Reactions05:31 Discussion on Compounded Medications11:34 Remembering the Long-Term Thesis for Hims28:58 New Product Launch: Meal Replacement Bars and Shakes Get full access to Hims House at himshouse.substack.com/subscribe

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 Introduction00:14 Amazon's New Pricing Announcement01:31 Impact on Hims and Market Reactions03:41 Patient Preferences and Pricing06:50 Bear Arguments in Response To the News12:09 Amazon Not Doing Weight Loss13:33 Historical Context of Market Competition23:56 Customer Base Overlap Between Amazon Prime and Hims35:57 GLP-1 Supply Tracker and Regulatory Challenges46:21 ConclusionWebsite: https://himshouse.substack.comTwitter/X: @himshouseDiscord: https://discord.gg/tJqGgVhkEtJonathan Stern - @jonathanrsternLouis Stevens - @LA_stevens_Dr. H - @stayathomedoc Get full access to Hims House at himshouse.substack.com/subscribe

Delve into the exciting financial landscape of Hims & Hers Health as they celebrate surpassing 2 million subscribers. The discussion spotlights the booming interest in personalized solutions and the anticipated launch of liraglutide for weight management. Key financial metrics reveal impressive growth, raising eyebrows amidst market skepticism. Explore the evolving role of multi-product strategies and the potential for meal replacements, all while navigating the intricate trends of personalized medicine and consumer engagement.

In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H provide a comprehensive preview of Hims' upcoming Q3 2024 earnings report. They discuss past earnings performance, market reactions, volatility, and expectations for future earnings. Key points include Hims' historical revenue growth, the impact of GLP-1 medications, vertical integrations, and forward-looking projections for the company. The discussion highlights the importance of customer acquisition costs, the value of the new 503B pharmacy, and the anticipation of new product launches. Additionally, the team provides insights into investor sentiment and potential stock price movements post-earnings report.00:00 Introduction and Overview00:18 Setting the Stage for Q3 Earnings00:27 Historical Performance and Market Reactions03:26 Q2 2024 Recap and Expectations05:17 Insights from Dr. H on Telehealth and GLP-106:44 Hims' Revenue Guidance and Projections10:47 Discussion on Business Growth and Sustainability13:37 Product Announcements and Future Roadmap25:08 503B Pharmacy Acquisition and Vertical Integration30:13 Earnings Predictions and Stock Price Projections Get full access to Hims House at himshouse.substack.com/subscribe