All Episodes
Hims House — 83 episodes
Are Peptides Coming By End Of Year?
Brazil's 2nd-largest telehealth CEO on how Hims & Hers should enter Brazil 🇧🇷
Finnrick CEO on gray market peptides, fake bodega vials, and China's manufacturing prowess
OpenLoop CEO: the peptide gray market is 2-3x bigger than analyst estimates, likely $6-8 billion
HIMS stock token hit $132 on Robinhood over the weekend due to ... $BONER coin?! 😳
🚨 THE FTC SUES HIMS & HERS -- Full breakdown with Gaston Kroub
Bijan Salehizadeh - Eli Lilly's War on Compounded GLP-1s, Peptides, Retatrutide, and Hims vs Ro
Enhanced Group CEO: Hot peptide summer is coming — but likely not till 2027
🚨 FDA committee votes "YES" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem
The FDA peptides vote is days away. This insider expects approval
Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside
Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why
Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)
Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on
Jonah Lupton - Why peptides are so bullish for Hims & Hers
Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy
Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo
🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down
Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown
Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯
Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s
🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)
Sabina Hemmi - The GLP-1 Wars
Hims & Hers 2025 Recap + 2026 Predictions
Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides
Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides
Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides
Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market
Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s
Geoff Cook (Noom CEO) - The future of compounded GLP-1s
Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?
Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding
Peter Pitts - The Wild West of Compounded GLP-1s
Hims & Hers Q2 2025 Earnings Recap
Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong
Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯
Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims
Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
Ep 35 - Hims x ZAVA: Deep Dive ft. European Healthcare Experts, Sekander Amini + Mads Christiansen
Ep 33 - Max Marchione: Superpower, Hims, and the future of AI-powered medicine
🚨 Ep 34 - HIMS ACQUIRES ZAVA, EXPANDS INTO EUROPE
Ep 32 - Antonio Linares Makes the Case for Hims as a 100x — From Here
Ep 31 - The Amit Episode: Pitching HIMS to a Long-Time Skeptic
Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare
Ep 29 - HIMS Q1 2025 Earnings Recap
Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup
🚨 EMERGENCY POD: Ep 27 - Hims Inks Deal with Novo Nordisk To Sell Wegovy
Ep 26 - Martin Shkreli: The Case for Hims & Hers
Ep 25 - Raul Shah: Why HIMS Could Be A 100-Bagger
Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"
🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST
🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN
Ep 20 - HIMS Super Bowl Ad, Short Squeeeeze Potential, and Testosterone (Jan 30, 2025)
Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)
Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)
Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)
Ep 16 - FDA Ends Tirzepatide Shortage 🚨 ft. SPECIAL GUEST "BAYSIDE" (Dec 20, 2024)
Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)
Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)
Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯
Ep 12 - Hims & Hers Q3 Earnings Recap (Nov 6, 2024)
Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)
Ep 10 - Healthcare in the UK (Oct 28, 2024)
Ep 9 - Hims’ Possible Next Drugs, 503B Hiring, GLP-1s, S&P 600 (Oct 21, 2024)
Ep 8 - Hims & Hers: Company Financials (Oct 14, 2024)
Ep 7 - Hims & Hers: The Telehealth Industry (Oct 10, 2024)
Ep 6 - Hims & Hers: Operations (Oct 7, 2024)
Ep 5 - Hims & Hers: The Customer Journey (Oct 3, 2024)
Ep 4 - Hims & Hers Product Deep Dive (Sep 30, 2024)
Ep 3 - The History of Hims & Hers (Sep 26, 2024)
Ep 2 - Hims & Hers’ Business Model (Sep 24, 2024)
Ep 1 - An Overview of Hims & Hers (Sep 19, 2024)