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The FDA peptides vote is days away. This insider expects approval
Episode 74
In episode 74, Jonathan Stern sits down with Dr. Jesse Morse, a board-certified family and sports medicine physician, longtime peptide prescriber who…
3 hours ago
Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share
Episode 73
In Hims House episode 73, Jonathan Stern talks with Needham’s Ryan MacDonald, the lead Hims & Hers analyst with a $35 price target and Buy rating. Th…
1 week, 1 day ago
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Episode 72
In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-mark…
2 weeks ago
Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside
Episode 71
In Hims House episode 71, Jonathan Stern sits down with hedge fund manager Ignacio Canto -- founder & portfolio manager at X-Square Capital, which he…
3 weeks ago
Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why
Episode 67
In Hims House episode 70, Jonathan Stern sits down with hedge fund manager Imran Khan, founder and CIO of Proem Asset Management and a Hims sharehold…
4 weeks, 1 day ago
Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)
Episode 69
In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremie…
1 month ago
Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Episode 68
In episode 68, Jonathan Stern hosts Sagar and Sahil Chopra, founders of Empower Sleep, to unpack why sleep care is still fragmented, slow, and overly…
1 month, 2 weeks ago
Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
Episode 67
In episode 67 of Hims House, Jonathan Stern hosts Eli Dorf, founder and president of Bask Health. Bask provides the operating infrastructure for tele…
1 month, 3 weeks ago
Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
Episode 64
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Brian's excellent essay on Hims:
https://thepsyc…
2 months ago
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
Episode 65
In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohac…
2 months, 2 weeks ago