Hims House
@himshouse • 43,020 subscribers
The investor community for Hims & Hers, $HIMS Not affiliated with $HIMS Discord - https://t.co/xjUBaTYZzv YouTube - https://t.co/lMG4TZZTMq
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Videos
🚨 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 次观看 • 19 天前
🚨 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
Hims House121,313 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 House59,376 次观看 • 2 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
Hims House39,419 次观看 • 1 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 House55,545 次观看 • 2 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
Hims House67,506 次观看 • 4 个月前
$HIMS $LLY $NVO 🚨 FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1 PILL " The orals just don't work very well... Rybelsus has been on the market for years. And nobody takes it" " I think the pill is a great on-ramp, but it also just doesn't really work... way higher churn. I would expect way higher rates of patients that want to stop taking these medications long term."
Hims House58,863 次观看 • 3 个月前
![$HIMS $ENHA 🚨 MAX MARTIN & Christian Angermayer SAY ENHANCED WILL BE 'READY TO GO' AS SOON AS THE FDA MOVES PEPTIDES TO CATEGORY 1 "The goal is to be ready immediately after, yes." "Because think about it like this: What actually happens is that when 503A pharmacies are again able to compound those peptides, those are the pharmacies that we are already working with, that we already have the delivery and operational chain set up." "The doctors that are going to be able to prescribe those [peptides] are going to be the same doctors we are already working with." "And so from an infrastructure perspective, not much changes." "So from an infrastructure perspective, we are ready to go as soon as that change happens."](https://image.24vids.com/tw-2048790775690138072/amplify_video_thumb/2048759817989406720/img/a0AGLDo_VVaA4mlW.jpg)
$HIMS $ENHA 🚨 MAX MARTIN & Christian Angermayer SAY ENHANCED WILL BE 'READY TO GO' AS SOON AS THE FDA MOVES PEPTIDES TO CATEGORY 1 "The goal is to be ready immediately after, yes." "Because think about it like this: What actually happens is that when 503A pharmacies are again able to compound those peptides, those are the pharmacies that we are already working with, that we already have the delivery and operational chain set up." "The doctors that are going to be able to prescribe those [peptides] are going to be the same doctors we are already working with." "And so from an infrastructure perspective, not much changes." "So from an infrastructure perspective, we are ready to go as soon as that change happens."
Hims House21,876 次观看 • 1 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
Hims House83,019 次观看 • 7 个月前
$HIMS 70% OF PATIENTS WANT TIRZEPATIDE 😳 " I've been on both medications and for me tirzepatide is clearly superior. Everybody is different, for some people semaglutide is clearly superior. But by and large, when you look at the data, most people get more weight loss and have fewer side effects on tirzepatide." (from episode 52 with Sabina | glpwinner)
Hims House42,735 次观看 • 4 个月前
🚨 NEW EPISODE!!! $HIMS Q4 EARNINGS RECAP & BREAKDOWN Thanks to the great Manu Invests for joining the show! We discuss Hims' Q4 results & 2026 guidance, including the three big elephants 🐘🐘🐘 that management didn't address: the Novo lawsuit, FDA/DOJ/SEC probes, and the compounded semaglutide pill chaos. We also dig into why Mark is still long Hims despite everything and why peptides could be the next "GLP-1 moment". 01:57 Q4 2025 earnings recap 05:22 2026 guidance & Eucalyptus impact 09:34 Unanswered issues: Novo, FDA/DOJ, SEC 14:06 Semaglutide pill chaos 19:49 International expansion 23:38 U.S. core slowdown 24:50 Why Mark still holds HIMS 27:44 Labs: acquisition and flywheel 31:14 Execution on new launches 34:55 Peptides 38:58 What is Hims’ new AI team building?! 41:30 Ranking risks: Novo vs. FDA vs. DOJ vs. SEC 44:00 Hims x Lilly? 47:44 Sentiment drag 54:48 Valuation and stock price 57:36 2026 predictions Not financial, investment, or legal advice
Hims House26,945 次观看 • 3 个月前
🚨 TBPN TALKING ABOUT $HIMS CEO ANDREW DUDUM John Coogan: "Who's the most underrated (or greatest) entrepreneur of all-time?" Nate Bosshard: "In the last decade, Andrew Dudum of Hims & Hers. Fastest consumer company to go public. The only successful consumer SPAC trading at $11B. HE IS AN ABSOLUTE KILLER. He is incredibly underrated."
Hims House29,917 次观看 • 9 个月前
HOW WOULD $HIMS PERFORM IN A RECESSION? Here's what CEO Andrew Dudum said last week: "I don't get concerned about the state of the consumer. I don't see that trickling down into our business in any possible way, and I think ultimately it probably means that the cream will rise to the top across industries." 🔥🔥🔥
Hims House20,930 次观看 • 1 年前
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