Hims House
@himshouse • 45,466 subscribers
The home for Hims & Hers investors - $HIMS Not affiliated with $HIMS YouTube - https://t.co/lMG4U00rBY Discord - https://t.co/xjUBaTZxp3
Videos
$HIMS CLOSED AT $28.75 LAST FRIDAY MEANWHILE, ITS STOCK TOKEN HIT $132 THIS WEEKEND ON ROBINHOOD CHAIN 😳 ... because of a memecoin called $BONER FULL INTERVIEW 🚨 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. I sat down wit eric, an Ethereum OG and the world's largest $BONER holder, and Yoni Ben-Shimon, co-founder of LONG() My main question was the one I think most Hims investors will have: if you like Hims, why buy $BONER instead of $HIMS or the $HIMS stock token? We also get into the mechanism that triggered the spike this weekend, whether this sort of thing could happen again, and why Eric believes every major stock will eventually have a memecoin community. 01:27 - Why should Hims investors care? 03:35 - 12K Boner holders in five days 06:00 - Why buy Boner instead of the stock token 14:31 - 99% of meme coins go to zero 19:00 - Open pairing: Boner Hims 22:27 - $132 on chain vs $28.75 on the NYSE 26:44 - Could this trigger a short squeeze? 34:06 - Has anyone at Hims called? 36:25 - Every major stock gets a meme coin community Not financial, legal, or medical advice
Hims House153,320 views • 23 days ago
$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider Jesse Morse, M.D. expects approval We discuss the FDA briefing document recommending *against* the 7 peptides, what the odds of approval are for each of the peptides under review (including BPC-157) and why U.S.-made API could be a major advantage for $HIMS 01:37 - FDA briefing document 03:24 - Getting peptides back in front of the FDA 08:58 - Prescribing peptides back in 2017 12:42 - Peptides safety data 16:08 - BPC-157 deep-dive and odds for approval 22:56 - TB-500 deep-dive 26:15 - Approval odds for the other 5 peptides 31:02 - Peptide efficacy data 34:40 - FDA politics and final decisions 40:30 - Peptides market size 42:48 - Training the doctors 47:20 - Shipping hurdles and gray-market risk 53:25 - Why peptides could reshape healthcare Not financial, legal, or medical advice
Hims House185,491 views • 2 months ago
🚨 BREAKING: $HIMS CEO ANDREW DUDUM SAYS THEY ARE WORKING ON BLUETOOTH-ENABLED MEDICINE BOTTLES THAT WILL KNOW IF PEOPLE TOOK THEIR PILLS "WE'RE 12 MONTHS AWAY FROM THIS" "ALL OF IT WILL BE DOCUMENTED AND FED BACK INTO A GLOBAL $HIMS ECOSYSTEM" "WE ARE FIGURING OUT HOW TO GET THOSE BOTTLES CONNECTED" "WE ARE PARTNERING WITH ALL OF THE DEVICE PLATFORMS" "AND EVENTUALLY THESE DEVICES -- THE OURA, THE WHOOP, THE SCALES -- CAN BE MANUFACTURED FOR $10 OVERSEAS" "IT WILL BE BUILT INTO A CORE HIMS & HERS MEMBERSHIP, AND ALL OF THAT DATA COMES BACK INTO A GLOBAL ECOSYSTEM WHERE YOU HAVE AN AI CARETAKER OVERSEEING THE WHOLE THING"
Hims House90,691 views • 1 month ago
🚨 EXCLUSIVE: $HIMS board member David Wells on why he bought $1.2M of Hims Previously, David was CFO of Netflix for 15 years 01:07 - Meet David Wells 02:30 - Why he bought $1.2M in shares 05:58 - Building a mission-driven company 09:03 - Why he accepted the offer to join the board 10:45 - Financial metrics David is tracking 12:53 - Novo deal + GLP-1s 15:13 - Peptides: best, not first 19:45 - M&A and execution risk 20:40 - What CEO Andrew Dudum does well 22:30 - Remote impact on company culture 24:22 - AI, tech, and wearables 29:55 - Lessons from Netflix 36:17 - Insider sales 10b5-1 explained 45:37 - Short interest and the bear case 48:23 - Hims in 2030 Not financial, legal, or medical advice
Hims House145,846 views • 2 months ago
$HIMS THE PEPTIDE SUPPLY CHAIN --- JUST 5 COMPANIES IN CHINA CONTROL ~90% OF THE AMINO ACIDS 🤯 Mansi: "Before any peptide is produced, you need its API, which stands for 'active pharmaceutical ingredient', and right now China supplies most of the world's API" "The top 5 companies in China control around 90% of the protected amino acids, which is essentially the raw building block of a peptide." "You can't attach raw amino acids to each other. That's a very volatile and chaotic process... The error rate tends to compound every time you attach one amino acid to the other. So for example, BPC-157 sits at around 15 amino acids, and it tends to come out correct around 75% of the time. And Semaglutide (Ozempic) sits at 31 amino acids, and that comes out correct around 50% of the time." "This is why China wins: because they have this at massive scale to compensate for these efficiency issues." "CordenPharma in Colorado is the largest in the US. They have around 10,000 liter of SPPS reactor capacity." "But in China there's a company called WuXi AppTec, which has 100,000 liters of capacity... more than 10x larger than *the largest* synthesis plant here in the United States."
Hims House222,322 views • 4 months ago
🚨 THE PEPTIDE GOLD RUSH @mansizzzzle - The #1 peptide substacker & founder of Chief Longevity Officer We discuss peptide culture, the supply-chain race, and how $HIMS fits in. One of the most fun + fascinating episodes I've ever done. Thank you Mansi!! 02:09 - Background on Mansi 03:45 - Inside peptide culture 06:30 - NAD+ shots and different form factors 08:20 - Peptide culture across cities 10:54 - Dubai’s longevity gold rush 12:21 - Why peptides feel a little like crypto 16:41 - Mansi’s peptide experiments 19:50 - FDA timeline for peptide reclassification 24:46 - Why supply chain wins 26:11 - The synthesis bottleneck 28:15 - China’s scale advantage 30:29 - Why Hims bought CS Bio 31:39 - State laws 33:57 - Who wins the peptide rush 36:51 - Pricing power, tariffs, and trust 41:53 - Why gray markets persist 45:01 - Peptides with real LTV 47:51 - The Flatiron Health for peptides Not financial, legal, or medical advice
Hims House196,571 views • 4 months ago
🚨 HEDGE FUNDER IGNACIO CANTO ON THE CASE FOR $HIMS We get into the power of retail cults, Hims as Costco + Netflix, why disrupting a broken system often takes a controversial company, and why he thinks the stock is dramatically undervalued. Thank you to Ignacio for joining the pod! 01:38 - Why he never considered selling 03:41 - Buying the collapse into the teens 06:29 - Why Hims first caught his eye 10:37 - Healthcare is broken and overpriced 12:50 - Why Ignacio has added to his position 21:41 - Why price targets aren't right for Hims 27:42 - Retail cults 38:40 - Hims as Costco + Netflix 41:33 - Why Hims should own the wearable 44:25 - Regulation as a bear case 46:09 - Competition: Ro, Amazon, and others 55:30 - Why Hims could command a 10x P/S ratio Not financial, legal, or medical advice
Hims House98,395 views • 3 months ago
🚨 NEEDHAM ANALYST RYAN MACDONALD: PEPTIDES COULD BE A $30+ BILLION MARKET AND $HIMS IS POSITIONED TO WIN A BIG SHARE This is most thorough deep-dive we've done on the business side of peptides: We discuss the latest peptide news, how the FDA / PCAC process actually works, the size of the peptide opportunity, $HIMS' potential share, the Novo partnership, branded vs compounded economics, short interest, competition, valuation, and more. 🔥 01:58 - FDA briefing document breakdown 04:15 - The timeline of peptide approval 09:50 - Category 1 vs 503A Bulks List 11:34 - When will telehealths start to sell peptides? 14:25 - Sizing the peptide market 19:31 - Hims’ peptide share 21:55 - Peptide pricing & margins 24:45 - Peptides likely a 2027 revenue story 29:58 - Hims-Novo deal check-in 32:11 - Branded vs compounded GLP-1s margins 35:27 - Pills vs injectables 40:43 - International 42:04 - Hims' moat 46:22 - 2030 targets and valuation models 50:32 - Shorts, insiders, and catalysts Not financial, medical, or legal advice
Hims House85,085 views • 2 months ago
🚨 $HIMS CEO ANDREW DUDUM ON WHY HE WANTED TO IPO AND GROW THE COMPANY IN THE PUBLIC MARKETS "You have to have a stomach of steel, but more importantly, the team has to get really good very quickly at both setting quarterly targets and meeting long-term vision." "You have to be able to tell The Street with confidence, 'We're gonna hit these numbers a year out,' and then you have to hit them, or else you lose all trust." "When you step back and look at some of the biggest companies in the world... Google and Microsoft, Meta, Amazon, these companies were public within a few years of being founded." "The founders put themselves in the public markets and then had to be forced with both having a long-term vision and building a great business." "And not saying you can't do this in the private markets, but the public markets make it required. And so as a competitive person, I've loved that environment. I've loved what it's done to our team. And I think it has prepared us to be able to go after a much bigger opportunity."
Hims House79,950 views • 2 months ago
🚨 THE PEPTIDES BULL CASE FOR $HIMS Jonah Lupton - Founder & CIO of FirstWave Capital We discuss how peptides fit into Jonah's thesis for Hims, Jonah's $30K/year peptide regimen, the possibility of Hims x Lilly, retatrutide, and why he thinks Hims could 10x over the next 10 years 02:34 - How Jonah got into peptides 03:39 - Current Hims position 05:04 - Original Hims thesis in the teens 09:12 - FDA peptide timeline & July meeting 15:03 - Peptides are "80% of the thesis" 18:37 - Jonah's personal peptide stack 26:00 - Spending $30K a year on peptides 28:47 - Black market and WhatsApp China 30:25 - Gray market and the COA problem 31:05 - Why Hims wins on legitimacy 32:36 - Best, not first 32:54 - Frustration with Hims transparency 35:28 - Speed vs the Apple approach 37:45 - Surviving the Novo scare 42:46 - Branded vs compounded future 44:41 - Why Lilly matters more than Novo 50:18 - Valuation and the 2035 model 57:04 - Wrap up and other peptide plays Not financial, legal, or medical advice
Hims House124,070 views • 5 months ago
![$LLY $NVO $HIMS 🚨 ELI LILLY SUED THE FDA TO GET RETATRUTIDE RECLASSIFIED AS A 'BIOLOGIC' "THIS IS THE MOST IMPORTANT EVENT" IN GLP-1s RIGHT NOW Bijan Salehizadeh: "Many years ago, the FDA said the definition of what is a biologic in the peptide world is more than 40 amino acids. Retatrutide is 39. That's just the facts." "And then there are 2 "linker" amino acids that... look, I went to medical school. Those aren't amino acids! They're like other things that [the amino acids] link onto to give it longer biological life in your body." "Lilly is claiming those two other entities are actually amino acids. So they proactively sued the FDA, Lilly did, and said, 'Retatrutide needs to be defined as a biologic.'" "Now, why are they so aggressive on this? Because if it's a biologic, you get 13 years of market exclusivity [versus only 9 years for a normal drug]... plus the price of biologics are typically into the upper thousands of month." "The peak sales estimates for retatrutide are ten billion or more a year. Some people call it the first trillion-dollar drug." Oral arguments are Sep 24 in Chicago. Bijan says he expects a ruling 3-4 months later:](https://image.24vids.com/tw-2092599543007175130/amplify_video_thumb/2092599084146159616/img/-RyIk3p1-5I8uH2t.jpg)
$LLY $NVO $HIMS 🚨 ELI LILLY SUED THE FDA TO GET RETATRUTIDE RECLASSIFIED AS A 'BIOLOGIC' "THIS IS THE MOST IMPORTANT EVENT" IN GLP-1s RIGHT NOW Bijan Salehizadeh: "Many years ago, the FDA said the definition of what is a biologic in the peptide world is more than 40 amino acids. Retatrutide is 39. That's just the facts." "And then there are 2 "linker" amino acids that... look, I went to medical school. Those aren't amino acids! They're like other things that [the amino acids] link onto to give it longer biological life in your body." "Lilly is claiming those two other entities are actually amino acids. So they proactively sued the FDA, Lilly did, and said, 'Retatrutide needs to be defined as a biologic.'" "Now, why are they so aggressive on this? Because if it's a biologic, you get 13 years of market exclusivity [versus only 9 years for a normal drug]... plus the price of biologics are typically into the upper thousands of month." "The peak sales estimates for retatrutide are ten billion or more a year. Some people call it the first trillion-dollar drug." Oral arguments are Sep 24 in Chicago. Bijan says he expects a ruling 3-4 months later:
Hims House25,432 views • 1 month ago
🚨 WHAT IS $HIMS MOAT IF ANYONE CAN LAUNCH A TELEHEALTH STARTUP OVERNIGHT? Today I'm joined by Eli Dorf, founder of Bask Health, the software platform that powers telehealth brands from launch to payments to pharmacy fulfillment. We discuss $HIMS' real competitive advantages, the rise of the first 2-person billion-dollar telehealth brand (MEDVi), whether Hims should build a wearable, the future of GLP-1s and peptides, and whether Ro will go public. Awesome conversation -- huge thanks to Eli for joining the show. 02:18 - What Bask Health does 03:19 - Launching a telehealth brand overnight 07:21 - Can anyone copy Hims? 14:28 - Bask's business model 16:28 - Fragmentation hits telehealth margins 19:48 - Medvi's cautionary tale 21:56 - What are Hims' real moats 25:29 - Data, AI, and wearables 26:39 - Should Hims sell hardware? 30:15 - FDA pressure on GLP-1s 33:44 - Peptides as the next GLP-1 moment 36:48 - Payment processing and LegitScript 41:05 - Why peptide trust matters 43:52 - The health super-app race 47:44 - Ro vs Hims 50:45 - Will Ro go public? Not financial, legal, or medical advice
Hims House59,240 views • 4 months ago
🚨 BREAKING: MARK CUBAN ON PEPTIDES: "I'M NOT A BELIEVER IN THAT SH*T" TBPN $HIMS $LLY $NVO
Hims House78,831 views • 6 months ago
🚨 $HIMS HOUSE - NEW EPISODE!! Sam Koppelman - Co-founder of Hunterbrook Why he believes Andrew Dudum "wiped the floor with Novo", the peptides opportunity, and Hunterbrook's current $HIMS position 👀. We've wanted to have Sam on the show for over a year now, so it was fun to finally chat. Thanks again Sam! 02:39 - Hims x Novo are back! 07:40 - Why Dudum "wiped the floor" with Novo 11:38 - The semaglutide pill controversy 13:48 - Branded vs compounded GLP-1s 16:32 - Eli Lilly next? 17:36 - FDA enforcement since Makary 21:31 - Why peptides could be HUGE 30:57 - Hims subscriber growth and outlook 33:18 - Ro vs Hims 35:45 - Hunterbrook's current Hims position Not financial, legal, or medical advice
Hims House67,972 views • 6 months ago
🚨 NEW EPISODE!!! NOVO NORDISK SUES $HIMS -- PATENT ATTORNEY GASTON KROUB (Gaston Kroub) BREAKS IT DOWN 02:25 - Details of the lawsuit 07:41 - Why no preliminary injunction? 12:31 - Why did Novo file now vs. 8-9 months ago? 24:04 - Why did Novo file in Delaware? 29:21 - Likely timelines, chances of settlement or dismissal 33:20 - Worst-case scenarios 36:48 - Indemnification and supplier liability? 45:01 - FDA & DOJ pressure on compounded GLP-1s 49:46 - How Hims miscalculated the oral launch 55:00 - What to watch next
Hims House77,196 views • 7 months ago
![🚨 $HIMS SHOULD COMMAND A 10X PRICE-TO-SALES, PER HEDGE FUNDER IGNACIO CANTO "I THINK OVER THE NEXT 36 MONTHS OR SO, YOU WILL SEE MULTIPLE EXPANSION" Ignacio Canto: "The easiest way to value growth companies is price-to-sales. I mean, that's the best. Whenever you're growing 40-60% revenues on a yearly basis, the way to value that is on a price to sales basis." "At this point buying $HIMS, it's like doing venture capital in the public markets. So I think you do price-to-sales." "If the business evolves in a logarithmic fashion, there's no use in setting a price target because you're gonna be way off by multiples of the price where it's going to end at. It happened to Apple, it happened to AMD, it happened to Nvidia, to Micron." "Setting price targets is dangerous business." "I think [Hims] should command a 10x P/S. At some point it will. I mean, I think over the next 36 months or so as more verticals are added and as growth resurfaces, which obviously it's going to resurface with [the Wegovy Pill] and they're gonna cross-sell, you will start see multiple expansion." "I mean, you follow credit card data, the website traffic, all that stuff.... I'll just say they're all moving in exactly the right direction ... We're gonna see higher multiples."](https://image.24vids.com/tw-2070249580466438526/amplify_video_thumb/2070248440701792256/img/gI0gz9AuyNIXDPAc.jpg)
🚨 $HIMS SHOULD COMMAND A 10X PRICE-TO-SALES, PER HEDGE FUNDER IGNACIO CANTO "I THINK OVER THE NEXT 36 MONTHS OR SO, YOU WILL SEE MULTIPLE EXPANSION" Ignacio Canto: "The easiest way to value growth companies is price-to-sales. I mean, that's the best. Whenever you're growing 40-60% revenues on a yearly basis, the way to value that is on a price to sales basis." "At this point buying $HIMS, it's like doing venture capital in the public markets. So I think you do price-to-sales." "If the business evolves in a logarithmic fashion, there's no use in setting a price target because you're gonna be way off by multiples of the price where it's going to end at. It happened to Apple, it happened to AMD, it happened to Nvidia, to Micron." "Setting price targets is dangerous business." "I think [Hims] should command a 10x P/S. At some point it will. I mean, I think over the next 36 months or so as more verticals are added and as growth resurfaces, which obviously it's going to resurface with [the Wegovy Pill] and they're gonna cross-sell, you will start see multiple expansion." "I mean, you follow credit card data, the website traffic, all that stuff.... I'll just say they're all moving in exactly the right direction ... We're gonna see higher multiples."
Hims House36,494 views • 3 months ago
$HIMS CEO Andrew Dudum: "I think some of the most defensible businesses in the age of Anthropic and OpenAI are businesses that actually do something physical. Like, they require actual specialization and they require infrastructure." "And a huge part of what we do every single day is treat 10s of thousands of patients with thousands of doctors that are specialized and licensed in every state or country in the world and then actually help make people medicine." "And this is a million square feet of pharmacy fulfillment." "This is hundreds of pharmacists and robotic machines that are actually compounding treatments or fulfilling branded pharmaceuticals."
Hims House59,464 views • 5 months ago
🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice
Hims House48,323 views • 4 months ago