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Hims House

by Jonathan Stern

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

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Episodes

  1. Are Peptides Coming By End Of Year?

    Thanks to our partners: Superpower - https://superpower.com CareValidate - https://carevalidate.com In episode 83, Jonathan Stern talks with Scott Brunner, CEO of the Alliance for Pharmacy Compounding, the trade group for more than 600 compounding businesses, about the WaPo report that the...

  2. Brazil's 2nd-largest telehealth CEO on how Hims & Hers should enter Brazil 🇧🇷

    Thanks to our partner: Superpower - https://superpower.com In episode 82, Jonathan Stern talks with Abrahão Fecury, co-founder and CEO of Eles & Elas, a Brazilian telehealth company built on the Hims playbook and now at about R$4.5 million (~$1 million USD) in annual revenue, growing about +10% a...

  3. Finnrick CEO on gray market peptides, fake bodega vials, and China's manufacturing prowess

    Thanks to our partner:Superpower - https://superpower.com

  4. OpenLoop CEO: the peptide gray market is 2-3x bigger than analyst estimates, likely $6-8 billion

    Thanks to our partner:Superpower - https://superpower.com In episode 80 of Hims House, Jonathan Stern talks with Dr. Jon Lensing, co-founder and CEO of OpenLoop, the white-label company that runs telehealth behind the scenes for other brands. Lensing started OpenLoop out of the University of…

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  5. HIMS stock token hit $132 on Robinhood over the weekend due to ... $BONER coin?! 😳

    Thanks to our partner:Superpower - https://superpower.com 🚨 WARNING: This is not a typical Hims House podcast! I wanted to do this interview because what happened on Robinhood Chain this weekend directly affected $HIMS -- and I think Hims investors should at minimum understand what happened....

  6. 🚨 THE FTC SUES HIMS & HERS -- Full breakdown with Gaston Kroub

    Thanks to our partner:Superpower - https://superpower.com Jonathan Stern talks with Gaston Kroub, founding partner of K2K Law, registered patent attorney, and Hims House's resident legal expert on his third appearance, about the FTC's July 29 federal complaint against Hims & Hers. Kroub calls the...

  7. Bijan Salehizadeh - Eli Lilly's War on Compounded GLP-1s, Peptides, Retatrutide, and Hims vs Ro

    Thanks to our partner:Superpower - https://superpower.com In episode 77, Jonathan Stern talks with Dr. Bijan Salehizadeh -- physician and managing director of NaviMed Capital, former pharma venture investor, founding investor in Auris Health. Bijan holds no position in HIMS. The conversation…

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  8. Enhanced Group CEO: Hot peptide summer is coming — but likely not till 2027

    Thanks to our partner:Superpower - https://superpower.com Max's recent essays on peptides: https://maximilianbmartin.substack.com/p/six-peptides-one-signal-washington https://maximilianbmartin.substack.com/p/the-peptide-moment-is-here-enhanced In episode 76 of Hims House, Jonathan Stern hosts...

  9. 🚨 FDA committee votes "YES" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem

    Thanks to our partner:Superpower - https://superpower.com In episode 75 of Hims House, Jonathan Stern talks with Dr. Alex Tatem, a board-certified urologist who has worked with peptides for 12 years and paid his own way to Silver Spring, MD, to testify on all 7 peptides before the FDA's Pharmacy...

  10. The FDA peptides vote is days away. This insider expects approval

    Thanks to our partner:Superpower - https://superpower.com In episode 74, Jonathan Stern sits down with Dr. Jesse Morse, a board-certified family and sports medicine physician, longtime peptide prescriber who helped assemble safety evidence for the upcoming PCAC review. They discuss the FDA…

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  11. Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share

    Thanks to our partner:Superpower - https://superpower.com In Hims House episode 73, Jonathan Stern talks with Needham’s Ryan MacDonald, the lead Hims & Hers analyst with a $35 price target and Buy rating. They break down the latest peptide news, how the FDA/PCAC process actually works, and why...

  12. 🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims

    Thanks to our partner:Superpower - https://superpower.com In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market purchase of Hims shares. Wells explains why he believes the company is at an inflection...

  13. Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside

    Thanks to our partner:Superpower - https://superpower.com In Hims House episode 71, Jonathan Stern sits down with hedge fund manager Ignacio Canto -- founder & portfolio manager at X-Square Capital, which held over 420k Hims shares as of Q1. Canto traces his interest back years, through personal...

  14. Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why

    Thanks to our partner:Superpower - https://superpower.com In Hims House episode 70, Jonathan Stern sits down with hedge fund manager Imran Khan, founder and CIO of Proem Asset Management and a Hims shareholder (110,000 shares as of March 31). Khan lays out his investment framework -- long-term...

  15. Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

    In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremieux points to Epic's new EHR dashboard as the best live read on adoption, backing estimates that roughly one in eight adults are on GLP-1s and one in...

  16. Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity

    In episode 68, Jonathan Stern hosts Sagar and Sahil Chopra, founders of Empower Sleep, to unpack why sleep care is still fragmented, slow, and overly dependent on single-night testing. They explain how Empower uses multi-night diagnostics, wearable integrations, coaches, and clinicians to build a...

  17. Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?

    In episode 67 of Hims House, Jonathan Stern hosts Eli Dorf, founder and president of Bask Health. Bask provides the operating infrastructure for telehealth brands to launch quickly, choose pharmacy and clinical partners, route patients, process payments, and fulfill medications. Eli explains why...

  18. Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims

    Thanks to our partner: Superpower - https://superpower.com Subscribe to Hims House: https://himshouse.com Brian's excellent essay on Hims: https://thepsychoanalyst.substack.com/p/protect-this-hims-house Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/therealbirnbaum…

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  19. Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush

    In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohacker circles into the next big frontier for telehealth. Mansi explains how New York, San Francisco, London, and Dubai each approach longevity culture...

  20. Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May

    In Hims House episode 64, Jonathan Stern hosts Max Martin & Christian Angermayer, co-founders of Enhanced, ahead of their inaugural May 24 Las Vegas games featuring track, swimming, weightlifting, and a deadlift showdown between Thor Björnsson and Mitchell Hooper. They argue that banning PEDs...

  21. David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on

    In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened at Hims since last July. They walk through the wild GLP-1 timeline -- the compounded semaglutide pill launch, Novo's lawsuit, FDA/DOJ referral, and...

  22. Jonah Lupton - Why peptides are so bullish for Hims & Hers

    In this episode of Hims House, Jonathan Stern sits down with Jonah Lupton, founder and CIO of FirstWave Capital and one of the largest Hims shareholders to appear on the show, to break down his bull case around peptides. Lupton argues peptides, GLPs, and testosterone make up roughly 80% of his…

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  23. Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy

    Noom CEO Geoff Cook returns to Hims House to discuss the company's acquisition of Tailor Made Compounding, a 503A pharmacy in 46 states, and what it signals about Noom's expansion beyond weight loss into healthy aging. Cook explains why vertical integration matters now, from supply chain control…

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  24. Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo

    In Hims House episode 60, Sam Koppelman (co-founder of Hunterbrook Media) joins Jonathan Stern to break down the renewed Hims x Novo Nordisk partnership that sent Hims' stock soaring. Koppelman argues CEO Andrew Dudum "wiped the floor" with Novo, essentially conceding nothing beyond dropping...

  25. 🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down

    Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/Raul_DSF Join the Discord: https://discord.gg/tJqGgVhkEt In this emergency episode of Hims House,...

  26. Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown

    In this episode of Hims House, Jonathan Stern sits down with Mark Mulhern (Manu Invests) to break down HIMS’ Q4 and full-year results: $2.35B in 2025 revenue, 59% Q4 growth, and $318M EBITDA—alongside subscriber growth that has slowed to ~flat sequentially. They unpack 2026 guidance of $2.7-$2.8B...

  27. Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯

    In Hims House episode 57, former quant Annanay Kapila (ex–Tower Research, Cambridge math) breaks down how high-frequency trading actually works and why retail investors shouldn't try to beat HFT firms at their own game. He breaks down QFEX, his new 24/7 exchange built with crypto-style efficiency...

  28. Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s

    In Episode 56 of Hims House, Jonathan Stern sits down with Myra Ahmad, founder and CEO of Mochi Health, to unpack where GLP-1s are headed - and how Mochi is building a broader telehealth marketplace around metabolic care. Myra explains Mochi’s pharmacy “marketplace” model and how she thinks about...

  29. 🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down

    Thanks to our partner, Mochi Health! https://JoinMochi.com In this episode of Hims House, Jonathan Stern is joined by patent attorney Gaston Kroub to break down Novo Nordisk’s Delaware lawsuit accusing Hims of infringing the semaglutide “343” patent (U.S. Patent No. 8,129,343). They discuss what...

  30. Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯

    Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/maxmarchione Join the Discord: https://discord.gg/tJqGgVhkEt In this episode of Hims House, Jonathan...

  31. 🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)

    EMERGENCY EPISODE!!! Hims has launched a compounded oral semaglutide (GLP-1) pill, immediately triggering legal threats from Novo Nordisk. Jonathan Stern is joined by Cremieux, a bioinformatician and leading GLP-1 researcher, to break down what Hims actually released and why the drug-delivery...

  32. Sabina Hemmi - The GLP-1 Wars

    Thanks to our partner, Mochi Health! https://JoinMochi.com In this episode of Hims House, Jonathan Stern sits down with Sabina Hemmi (founder of GLP Winner), for the most comprehensive episode on GLP-1s that Hims House has done. They cover the compounding wars -- federal legislation, state-level...

  33. Hims & Hers 2025 Recap + 2026 Predictions

    In episode 51 of Hims House, Bayside returns to the podcast to for year-end recap + 2026 predictions. The conversation covers Hims & Hers’ eventful 2025—international expansion, acquisitions, new product categories, partnerships and breakups—before pivoting to what investors should watch for in...

  34. Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims

    Shalin Shah is the founder & CEO of Marius Pharmaceuticals, the company that partnered with $HIMS to launch oral testosterone (KYZATREX). We discuss how the partnership came about, the benefits of teaming up with $HIMS, and the future of TRT. (00:41) Origin of the partnership (02:55) Benefits of...

  35. Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides

    In episode 49 of Hims House, Jonathan Stern and Patrick Lester (Bayside) host Mark Mikhael and Joshua Fritzler from Olympia Pharmacy. Mark (CEO of Olympia), and Josh (CFO) discuss the evolution of their Orlando-based compounding pharmacy -- around GLP-1s and beyond. They dive into regulatory...

  36. Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides

    In episode 48 of Hims House, Jonathan Stern and Patrick Lester (Bayside) are joined by Saad Alam, founder & CEO of Hone Health. The discussion dives into Saad’s personal health journey and the founding of Hone Health during the pandemic. Saad discusses the company’s focus on hormonal health…

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  37. Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides

    In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OFA), about what’s really going on with GLP-1 medications and peptide compounding. We the FDA warning letters over drug ads, what the new FDA “Green…

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  38. Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market

    In Episode 46 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Rob Leclerc, founder of AgFunder and one of TIME Magazine’s Top 100 VCs. Rob explains why he believes Hims is a category-defining company -- comparing it to Nvidia in 2016 -- and weighs in on the company’s...

  39. Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s

    In Episode 45 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) welcome Scott Brunner, CEO of the Alliance for Pharmacy Compounding, for a conversation on the future of compounding. They cover the surge in GLP-1 demand, lawsuits involving Eli Lilly and Novo Nordisk, FDA…

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  40. Geoff Cook (Noom CEO) - The future of compounded GLP-1s

    In Episode 44 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Geoff Cook, CEO of Noom. Noom is one of Hims' competitors and is best known for its behavioral health platform and recent expansion into GLP-1 microdosing and hormone replacement therapy. Geoff discusses...

  41. Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?

    In Episode 43 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Dr. William Seeds, a board-certified orthopedic surgeon and pioneer in peptide therapy. Dr. Seeds shares how a personal tragedy led him to explore the power of peptides and why he believes they will...

  42. Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding

    In Episode 42 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Shaun Noorian, founder & CEO of Empower Pharmacy, the world’s largest compounding pharmacy. We dig into why rumors about 503Bs “ramping up GLP-1s” may be misleading, how Empower is challenging Eli Lilly on...

  43. Peter Pitts - The Wild West of Compounded GLP-1s

    In this episode of Hims House, Jonathan Stern and Patrick Lester (“Bayside”) sit down with Peter Pitts, president of the Center for Medicine in the Public Interest (CMPI) and former FDA Associate Commissioner. Pitts recently authored a paper arguing that the FDA has failed to enforce existing...

  44. Hims & Hers Q2 2025 Earnings Recap

    In episode 40 of Hims House, Jonathan and Patrick Lester (Bayside) dive into HIMS' Q2 2025 earnings — the company’s first-ever miss vs. Wall Street expectations. They discuss slowing subscriber growth, flat core business performance, the GLP-1 revenue pullback, and the broader implications for...

  45. Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong

    In Episode 39 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with David Maris—one of the most decorated healthcare analysts of the past two decades. Maris shares why he flagged HIMS as a buy around $15, what excites him about the company’s growth, and how he views its…

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  46. Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯

    In Episode 38 of Hims House, Jonathan Stern and Patrick Lester (Bayside) break down all the recent news surrounding Hims. They cover the new Bloomberg Businessweek article and Washington Post coverage, discuss Hims’ expansion into Canada with generic semaglutide, and highlight the company’s…

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  47. Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims

    Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo. In episode 37 of Hims House, patent attorney Gaston Kroub joins Jonathan Stern and Patrick Lester...

  48. Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal

    In Episode 36 of Hims House, Jonathan Stern and Patrick Lester (aka Bayside) sit down with biotech investor and dermatologist Adam May, easily the most bearish guest ever to appear on the show. Adam shares the timeline of his trades — shorting HIMS, briefly flipping long on the Novo partnership...

  49. Ep 35 - Hims x ZAVA: Deep Dive ft. European Healthcare Experts, Sekander Amini + Mads Christiansen

    Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo. In this episode of Hims House, Jonathan Stern and Patrick Lester break down Hims & Hers’ recent...

  50. Ep 33 - Max Marchione: Superpower, Hims, and the future of AI-powered medicine

    Thanks to our partner, Godel Terminal — a full trading terminal at 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and lock in lifetime access for $80/mo. In episode 33 of Hims House, hosts Jonathan Stern and Patrick Lester sit down with Max Marchione, founder of...

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ABOUT THIS SHOW

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week.

himshouse.substack.com

HOSTED BY

Jonathan Stern

CATEGORIES

business investing

Frequently Asked Questions

How many episodes does Hims House have?

Hims House currently has 83 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Hims House about?

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

How often does Hims House release new episodes?

Hims House has 83 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Hims House?

You can listen to Hims House on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Hims House?

Hims House is created and hosted by Jonathan Stern.
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