Hims House
de Jonathan Stern
Episódio mais recente
🚨 BPC-157 and five other peptides just got the green light: "It's…
🚨 BPC-157 and five other peptides just got the green light: "It's…
Sobre este podcast
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
Episódios
Os 20 episódios mais recentes de 86
- 🚨 BPC-157 and five other peptides just got the green light: "It's going to be a knife fight" · 52 min · Episódio 86Thanks to our partners: Superpower - https://superpower.com CareValidate - https://carevalidate.com/himshouse Subscribe to Hims House: https://himshouse.com Follow us…
- Why Hims & Hers may be the most asymmetric opportunity in the entire stock market · 60 min · Episódio 85Thanks to our partners: Superpower - https://superpower.com CareValidate - https://carevalidate.com/himshouse Follow us: https://x.com/himshouse https://x.com/jonathanrstern…
- Why payment processors treat peptides as "riskier than gambling", per gray-market peptide CEO · 56 min · Episódio 84Thanks to our partners: Superpower - https://superpower.com CareValidate - https://carevalidate.com FDA warning letter…
- Are Peptides Coming By End Of Year? · 46 min · Episódio 83Thanks to our partners: Superpower - https://superpower.com CareValidate - https://carevalidate.com In episode 83, Jonathan Stern talks with Scott Brunner, CEO of the Alliance…
- Brazil's 2nd-largest telehealth CEO on how Hims & Hers should enter Brazil 🇧🇷 · 52 min · Episódio 82Thanks 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…
- Finnrick CEO on gray market peptides, fake bodega vials, and China's manufacturing prowess · 40 min · Episódio 81Thanks to our partner:Superpower - https://superpower.com
- OpenLoop CEO: the peptide gray market is 2-3x bigger than analyst estimates, likely $6-8 billion · 30 min · Episódio 80Thanks 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…
- HIMS stock token hit $132 on Robinhood over the weekend due to ... $BONER coin?! 😳 · 39 min · Episódio 79Thanks 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…
- 🚨 THE FTC SUES HIMS & HERS -- Full breakdown with Gaston Kroub · 54 min · Episódio 78Thanks 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…
- Bijan Salehizadeh - Eli Lilly's War on Compounded GLP-1s, Peptides, Retatrutide, and Hims vs Ro · 1 h 0 min · Episódio 77Thanks to our partner:Superpower - https://superpower.com In episode 77, Jonathan Stern talks with Dr. Bijan Salehizadeh -- physician and managing director of NaviMed Capital…
- Enhanced Group CEO: Hot peptide summer is coming — but likely not till 2027 · 54 min · Episódio 76Thanks to our partner:Superpower - https://superpower.com Max's recent essays on peptides: https://maximilianbmartin.substack.com/p/six-peptides-one-signal-washington…
- 🚨 FDA committee votes "YES" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem · 60 min · Episódio 75Thanks 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…
- The FDA peptides vote is days away. This insider expects approval · 1 h 1 min · Episódio 74Thanks 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…
- Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share · 1 h 0 min · Episódio 73Thanks 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…
- 🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims · 51 min · Episódio 72Thanks 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…
- Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside · 1 h 7 min · Episódio 71Thanks 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…
- Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why · 54 min · Episódio 67Thanks 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…
- Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped) · 48 min · Episódio 69In 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…
- Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity · 55 min · Episódio 68In 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…
- Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight? · 56 min · Episódio 67In 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…
