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🚨 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...

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Hims House

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$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

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🚨 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

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145,846 Aufrufe • vor 2 Monaten

🚨 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
55:12

🚨 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 House

77,196 Aufrufe • vor 7 Monaten

Ahhh, the dichotomy of San Francisco. Where the fentanyl zombies now mingle with the peptide-injecting biohackers and share the same city-sponsored drug testing centers. Our full episode on SF's peptide scene is here with jasmine sun joining Kylie Robison and me. You know what's like putting your finances on the Wolverine Stack? Well, that would be Brex And if you have the things that's actually better than grey market peptides, hit up E1 Ventures 🇺🇸 for your investing needs. Timestamps 00:00:00 Intro 00:04:58 The Gray Market Peptide Boom 00:10:50 Cancer Risks and Biohacking Safety 00:13:36 Inside San Francisco’s Peptide Rave 00:19:43 DIY Ozempic and Kitchen Chemistry 00:23:05 RFK Jr. vs The FDA 00:26:43 Is Biohacking a Chinese Psyop? 00:40:44 Leaving Tech for New Media 00:46:29 The Media vs Tech Disconnect 00:53:58 Defense Tech and American Dynamism 01:00:37 Spy Mania and Visa Nightmares 01:08:20 Why AGI Timelines Are Dead
1:14:07

Ahhh, the dichotomy of San Francisco. Where the fentanyl zombies now mingle with the peptide-injecting biohackers and share the same city-sponsored drug testing centers. Our full episode on SF's peptide scene is here with jasmine sun joining Kylie Robison and me. You know what's like putting your finances on the Wolverine Stack? Well, that would be Brex And if you have the things that's actually better than grey market peptides, hit up E1 Ventures 🇺🇸 for your investing needs. Timestamps 00:00:00 Intro 00:04:58 The Gray Market Peptide Boom 00:10:50 Cancer Risks and Biohacking Safety 00:13:36 Inside San Francisco’s Peptide Rave 00:19:43 DIY Ozempic and Kitchen Chemistry 00:23:05 RFK Jr. vs The FDA 00:26:43 Is Biohacking a Chinese Psyop? 00:40:44 Leaving Tech for New Media 00:46:29 The Media vs Tech Disconnect 00:53:58 Defense Tech and American Dynamism 01:00:37 Spy Mania and Visa Nightmares 01:08:20 Why AGI Timelines Are Dead

Ashlee Vance

34,910 Aufrufe • vor 8 Monaten

$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."
2:34

$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 House

20,461 Aufrufe • vor 2 Monaten

🚨 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
1:07:03

🚨 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 House

98,395 Aufrufe • vor 3 Monaten

since Max Marchione and i last spoke a bunch of things have happened in the world of peptides from RFK's reclassification to huberman posting to people discovering that bodybuilders got there first (bodybuilders drive the culture). so max and i caught up once again to cover all of this. also the mics should be working in this and i think the color is properly graded but yeah just let me know in the comments if something is off. i know you guys will. cheers 👍 01:21 - RFK peptide reclassification 03:55 - Why are peptides are popular now 05:00 - Bodybuilders did it first 08:50 - Andrew D. Huberman, Ph.D. on a16z 13:25 - Black market vs grey market vs compounding pharmacy 16:35 - The stages of peptide legalization 19:47 - The genie is out of the bottle 23:40 - TJ Parker⚡️ reaction 26:10 - asparagoid reaction 29:29 - Short term vs long term risk tradeoffs
35:13

since Max Marchione and i last spoke a bunch of things have happened in the world of peptides from RFK's reclassification to huberman posting to people discovering that bodybuilders got there first (bodybuilders drive the culture). so max and i caught up once again to cover all of this. also the mics should be working in this and i think the color is properly graded but yeah just let me know in the comments if something is off. i know you guys will. cheers 👍 01:21 - RFK peptide reclassification 03:55 - Why are peptides are popular now 05:00 - Bodybuilders did it first 08:50 - Andrew D. Huberman, Ph.D. on a16z 13:25 - Black market vs grey market vs compounding pharmacy 16:35 - The stages of peptide legalization 19:47 - The genie is out of the bottle 23:40 - TJ Parker⚡️ reaction 26:10 - asparagoid reaction 29:29 - Short term vs long term risk tradeoffs

atlas

87,837 Aufrufe • vor 6 Monaten

Everything worth knowing about the most underrated mitochondrial peptide in the space. My SS-31 masterclass. 00:00 Intro 02:45 The FDA approval story and what it means for peptides 03:18 Why SS-31 is different from every other peptide 06:02 Nearly every chronic disease of aging involves this 10:46 How SS-31 actually works 11:12 Why no receptor means no desensitization 13:36 Who SS-31 is for 15:34 The three tier dosing ladder 24:24 Why SS-31 must come before MOTS-c 29:18 How to stack it correctly 32:26 Troubleshooting when you feel nothing 36:54 Long COVID, TRT, athletic performance use cases
42:11

Everything worth knowing about the most underrated mitochondrial peptide in the space. My SS-31 masterclass. 00:00 Intro 02:45 The FDA approval story and what it means for peptides 03:18 Why SS-31 is different from every other peptide 06:02 Nearly every chronic disease of aging involves this 10:46 How SS-31 actually works 11:12 Why no receptor means no desensitization 13:36 Who SS-31 is for 15:34 The three tier dosing ladder 24:24 Why SS-31 must come before MOTS-c 29:18 How to stack it correctly 32:26 Troubleshooting when you feel nothing 36:54 Long COVID, TRT, athletic performance use cases

Hunter Williams

20,655 Aufrufe • vor 4 Monaten