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$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 🚨 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

184,812 次观看 • 24 天前

🚨 BREAKING: $HIMS SUPER BOWL AD 2026 "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF... IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD $16 MILLION

🚨 BREAKING: $HIMS SUPER BOWL AD 2026 "RICH PEOPLE LIVE LONGER" ALL THAT MONEY DOESN'T JUST BUY MORE STUFF... IT BUYS MORE TIME WEALTH GAP = HEALTH GAP CUSTOM PEPTIDES AND MORE 🔥🔥🔥🔥🔥 THE ERA OF HEALTH AS A LUXURY IS OVER 1-MINUTE AD $16 MILLION

518,317 次观看 • 6 个月前

🚨 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

🚨 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

85,085 次观看 • 1 个月前

$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 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."

222,322 次观看 • 3 个月前

🚨 $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 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."

79,303 次观看 • 1 个月前

$HIMS $LLY $NVO 🚨 BREAKING: RFK SAYS THE FDA IS LOOKING TO REMOVE 14 PEPTIDES FROM THE CATEGORY 2 LIST -- WHICH CURRENTLY BANS THEM FROM BEING COMPOUNDED SAYS ACTION LIKELY COMING "WITHIN A COUPLE WEEKS" h/t On The Pen™ - incredible find

$HIMS $LLY $NVO 🚨 BREAKING: RFK SAYS THE FDA IS LOOKING TO REMOVE 14 PEPTIDES FROM THE CATEGORY 2 LIST -- WHICH CURRENTLY BANS THEM FROM BEING COMPOUNDED SAYS ACTION LIKELY COMING "WITHIN A COUPLE WEEKS" h/t On The Pen™ - incredible find

185,667 次观看 • 5 个月前

🚨 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

🚨 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

123,384 次观看 • 3 个月前

$HIMS THE CAT IS OUT OF THE BAG WITH PEPTIDES Jonathan: "There is no going back to 2010. These have taken over the cultural consciousness and are here to stay... What happens, though, if the 7 peptides are not approved?" Jesse Morse, M.D.: "So here's the problem. The demand is there. Right now, the supply is the problem, and part of that supply is purity and safety." "Millions of people are taking peptides every day in the United States." "Less than 5% of them, if I were to guess, are being compounded by American pharmacies." "That means 95% of the peptides that are not GLPs are being ordered from some random website or picked up at a bodega in New York." "The FDA has to see this, and they have to say, 'Hey, I understand this is not ideal, and we don't have 10 years of beautiful data. But unfortunately, this is the situation we're in.' "

$HIMS THE CAT IS OUT OF THE BAG WITH PEPTIDES Jonathan: "There is no going back to 2010. These have taken over the cultural consciousness and are here to stay... What happens, though, if the 7 peptides are not approved?" Jesse Morse, M.D.: "So here's the problem. The demand is there. Right now, the supply is the problem, and part of that supply is purity and safety." "Millions of people are taking peptides every day in the United States." "Less than 5% of them, if I were to guess, are being compounded by American pharmacies." "That means 95% of the peptides that are not GLPs are being ordered from some random website or picked up at a bodega in New York." "The FDA has to see this, and they have to say, 'Hey, I understand this is not ideal, and we don't have 10 years of beautiful data. But unfortunately, this is the situation we're in.' "

28,542 次观看 • 24 天前

🚨 $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 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."

36,350 次观看 • 1 个月前

🚨 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

59,240 次观看 • 2 个月前

🚨 BREAKING: MARK CUBAN ON PEPTIDES: "I'M NOT A BELIEVER IN THAT SH*T" TBPN $HIMS $LLY $NVO

🚨 BREAKING: MARK CUBAN ON PEPTIDES: "I'M NOT A BELIEVER IN THAT SH*T" TBPN $HIMS $LLY $NVO

78,756 次观看 • 4 个月前

🚨 $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 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

48,323 次观看 • 2 个月前

$HIMS 🚨 NEEDHAM'S RYAN MACDONALD SAYS HIS "BASE CASE" IS THAT PEPTIDES WILL BE APPROVED Jonathan Stern: "I have seen a ton of alarmist tweets saying, 'RIP to the peptide bros', essentially. And what you're saying, Ryan, is that it's really not that simple." "We have a process here. We're going to go to PCAC. PCAC is going to make a recommendation to the FDA. But after the PCAC recommendation, the FDA gets to decide. Is that right?" Ryan MacDonald: "Yeah. That's correct... PCAC can make its recommendation and then from there it goes to FDA to make a final decision." "And based on the research that I've done... the final decision goes to the top, goes to the head of the FDA [RFK Jr.]." "It would be surprising to me if there wasn't some sort of involvement from RFK given how vocal he has been." "It's the FDA leadership's domain to make the final decision on this."

$HIMS 🚨 NEEDHAM'S RYAN MACDONALD SAYS HIS "BASE CASE" IS THAT PEPTIDES WILL BE APPROVED Jonathan Stern: "I have seen a ton of alarmist tweets saying, 'RIP to the peptide bros', essentially. And what you're saying, Ryan, is that it's really not that simple." "We have a process here. We're going to go to PCAC. PCAC is going to make a recommendation to the FDA. But after the PCAC recommendation, the FDA gets to decide. Is that right?" Ryan MacDonald: "Yeah. That's correct... PCAC can make its recommendation and then from there it goes to FDA to make a final decision." "And based on the research that I've done... the final decision goes to the top, goes to the head of the FDA [RFK Jr.]." "It would be surprising to me if there wasn't some sort of involvement from RFK given how vocal he has been." "It's the FDA leadership's domain to make the final decision on this."

20,423 次观看 • 1 个月前

$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 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."

59,413 次观看 • 4 个月前

$HIMS $LLY $NVO 🚨 BREAKING: Noom is acquiring a 503A pharmacy to prepare for the peptide boom We sat down with Geoff Cook (Noom CEO) to discuss why vertical integration is so important, how large the peptide market is going to be, and the evolving dynamics between telehealth platforms and big pharma A great episode with one of the best CEOs in the game - thanks again, Geoff! 00:00 - Why pharma needs DTC platforms 03:03 - Noom's 90% revenue growth 05:01 - Why Noom bought Tailor Made Compounding 07:29 - The case for vertical integration 08:56 - Compounded GLP-1s aren't going anywhere 16:48 - The Hims-Novo deal 19:08 - Noom's pitch to next-gen pharma 24:24 - Peptide market sizing 25:33 - Why GLP-1 users will buy peptides first 27:22 - Ten million potential peptide patients 👀 30:09 - When will legalization happen? 31:09 - Tracking the FDA green list 34:26 - Who wins when peptides go legal? 37:58 - Why Noom won't rush peptide launch 39:33 - Geoff's BPC-157 ski injury recovery 46:42 - Expanding at-home labs past 30 biomarkers 52:47 - Noom IPO coming?! Not financial, legal, or medical advice

$HIMS $LLY $NVO 🚨 BREAKING: Noom is acquiring a 503A pharmacy to prepare for the peptide boom We sat down with Geoff Cook (Noom CEO) to discuss why vertical integration is so important, how large the peptide market is going to be, and the evolving dynamics between telehealth platforms and big pharma A great episode with one of the best CEOs in the game - thanks again, Geoff! 00:00 - Why pharma needs DTC platforms 03:03 - Noom's 90% revenue growth 05:01 - Why Noom bought Tailor Made Compounding 07:29 - The case for vertical integration 08:56 - Compounded GLP-1s aren't going anywhere 16:48 - The Hims-Novo deal 19:08 - Noom's pitch to next-gen pharma 24:24 - Peptide market sizing 25:33 - Why GLP-1 users will buy peptides first 27:22 - Ten million potential peptide patients 👀 30:09 - When will legalization happen? 31:09 - Tracking the FDA green list 34:26 - Who wins when peptides go legal? 37:58 - Why Noom won't rush peptide launch 39:33 - Geoff's BPC-157 ski injury recovery 46:42 - Expanding at-home labs past 30 biomarkers 52:47 - Noom IPO coming?! Not financial, legal, or medical advice

55,711 次观看 • 4 个月前

$HIMS 🚨 NEEDHAM'S MARKET SIZE FOR PEPTIDES IS $30+ BILLION HERE'S THE BREAKDOWN: Est. 1 million peptide users in the U.S. (triangulated from Reddit forums, peptide clinics, etc.) $250/mo avg price point based on conversations with compounding pharmacies Three markets: 1. Gray market: $3B (immediately addressable) 2. Health optimizers: $24.3B 3. GLP-1 adjunct: $9.6B TOTAL = ~$37B TAM, but this builds over a multi-year period (2030+) Needham says the $3B gray market is immediately addressable. The rest likely needs more consumer awareness + education to develop Most likely path for $HIMS is to convert existing gray-market users first, then attach peptides to its existing GLP-1 base for the highest attach rates

$HIMS 🚨 NEEDHAM'S MARKET SIZE FOR PEPTIDES IS $30+ BILLION HERE'S THE BREAKDOWN: Est. 1 million peptide users in the U.S. (triangulated from Reddit forums, peptide clinics, etc.) $250/mo avg price point based on conversations with compounding pharmacies Three markets: 1. Gray market: $3B (immediately addressable) 2. Health optimizers: $24.3B 3. GLP-1 adjunct: $9.6B TOTAL = ~$37B TAM, but this builds over a multi-year period (2030+) Needham says the $3B gray market is immediately addressable. The rest likely needs more consumer awareness + education to develop Most likely path for $HIMS is to convert existing gray-market users first, then attach peptides to its existing GLP-1 base for the highest attach rates

17,204 次观看 • 1 个月前

🚨 EMERGENCY POD!!! $HIMS LAUNCHES GLP-1 PILL, $NVO THREATENS LAWSUIT Thanks to Crémieux for coming on the show! 02:24 Initial reaction to the news 03:56 Science deep dive: liposomal delivery vs. SNAC 06:02 Legal implications and possible lawsuit 18:38 Future of the GLP-1 market (retatrutide, orforglipron, Viking) 25:03 Final risk assessment and conclusions Not financial, legal, or medical advice

🚨 EMERGENCY POD!!! $HIMS LAUNCHES GLP-1 PILL, $NVO THREATENS LAWSUIT Thanks to Crémieux for coming on the show! 02:24 Initial reaction to the news 03:56 Science deep dive: liposomal delivery vs. SNAC 06:02 Legal implications and possible lawsuit 18:38 Future of the GLP-1 market (retatrutide, orforglipron, Viking) 25:03 Final risk assessment and conclusions Not financial, legal, or medical advice

67,506 次观看 • 6 个月前

🚨 ENHANCED GAMES IS GOING PUBLIC IN MAY And founders Max Martin and Christian Angermayer say they're "ready to go" on peptides the day the FDA reclassifies them to Category 1 Alongside $HIMS, Enhanced is likely to be one of the few ways to go long peptides in the public markets Thanks to Max & Christian for coming on the pod and talking about Enhanced Games, the consumer health business, peptides, the upcoming SPAC ( $ENHA ), and much more: 02:40 - The case for allowing PEDs in sports 06:19 - Prize money and equal pay 10:40 - Humans vs robots? 🤯 15:32 - Inside the Abu Dhabi clinical trial 20:07 - Why Abu Dhabi 24:04 - Launching the consumer health line 29:40 - Peptides ready to go 32:32 - Sizing the peptide market 35:42 - The shift to preventative medicine 39:56 - Double digit peptide adoption forecast 43:21 - Apeiron and the next human agenda 47:53 - Psychedelics x White House boost 51:50 - Going public to include fans 55:24 - Telehealth megacycle just starting 58:15 - Sports as customer acquisition engine 01:08:17 - Enhanced’s Longer+ formulation 01:10:57 - Biohacking roots and wrap up Not financial, legal, or medical advice

🚨 ENHANCED GAMES IS GOING PUBLIC IN MAY And founders Max Martin and Christian Angermayer say they're "ready to go" on peptides the day the FDA reclassifies them to Category 1 Alongside $HIMS, Enhanced is likely to be one of the few ways to go long peptides in the public markets Thanks to Max & Christian for coming on the pod and talking about Enhanced Games, the consumer health business, peptides, the upcoming SPAC ( $ENHA ), and much more: 02:40 - The case for allowing PEDs in sports 06:19 - Prize money and equal pay 10:40 - Humans vs robots? 🤯 15:32 - Inside the Abu Dhabi clinical trial 20:07 - Why Abu Dhabi 24:04 - Launching the consumer health line 29:40 - Peptides ready to go 32:32 - Sizing the peptide market 35:42 - The shift to preventative medicine 39:56 - Double digit peptide adoption forecast 43:21 - Apeiron and the next human agenda 47:53 - Psychedelics x White House boost 51:50 - Going public to include fans 55:24 - Telehealth megacycle just starting 58:15 - Sports as customer acquisition engine 01:08:17 - Enhanced’s Longer+ formulation 01:10:57 - Biohacking roots and wrap up Not financial, legal, or medical advice

39,419 次观看 • 3 个月前

$HIMS $LLY $NVO 🚨 FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1 PILL " The orals just don't work very well... Rybelsus has been on the market for years. And nobody takes it" " I think the pill is a great on-ramp, but it also just doesn't really work... way higher churn. I would expect way higher rates of patients that want to stop taking these medications long term."

$HIMS $LLY $NVO 🚨 FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1 PILL " The orals just don't work very well... Rybelsus has been on the market for years. And nobody takes it" " I think the pill is a great on-ramp, but it also just doesn't really work... way higher churn. I would expect way higher rates of patients that want to stop taking these medications long term."

58,863 次观看 • 5 个月前

🚨 NEW EPISODE!! SAAD ALAM - CEO OF HONE HEALTH Saad Alam is the founder & CEO of Hone Health, a longevity startup with 9 figures of ARR. Saad is long $HIMS and has been on TRT and peptides for 8 years, so he speaks from real personal experience. (00:43) Saad's personal health journey (02:34) Hone's products, revenue, competitors (04:29) Enclomiphene vs. clomiphene (09:07) Testosterone market and demographics (14:10) What longevity means (19:25) Lab testing and biomarkers (22:09) Why Hone hasn't offered GLP-1s (25:14) "Everyone has a Chinese peptide dealer now" (33:53) Which peptides should Hims start with (35:38) Meta ads and the FDA crackdown on ads (40:43) Is primary care in trouble? (47:52) Why Saad is bullish on Hims

🚨 NEW EPISODE!! SAAD ALAM - CEO OF HONE HEALTH Saad Alam is the founder & CEO of Hone Health, a longevity startup with 9 figures of ARR. Saad is long $HIMS and has been on TRT and peptides for 8 years, so he speaks from real personal experience. (00:43) Saad's personal health journey (02:34) Hone's products, revenue, competitors (04:29) Enclomiphene vs. clomiphene (09:07) Testosterone market and demographics (14:10) What longevity means (19:25) Lab testing and biomarkers (22:09) Why Hone hasn't offered GLP-1s (25:14) "Everyone has a Chinese peptide dealer now" (33:53) Which peptides should Hims start with (35:38) Meta ads and the FDA crackdown on ads (40:43) Is primary care in trouble? (47:52) Why Saad is bullish on Hims

83,182 次观看 • 9 个月前