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Ep 9 - Hims’ Possible Next Drugs, 503B Hiring, GLP-1s, S&P 600 (Oct 21, 2024)
Description
In Episode 9 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss potential product expansions for Hims & Hers, focusing on menopause, testosterone, fertility, and diabetes. They highlight menopause as a low-hanging opportunity due to minimal medical oversight requirements, while testosterone presents logistical challenges with necessary blood testing and monitoring. The conversation delves into Hims' methodical product rollout strategy, suggesting that they time launches carefully to ensure consistent growth. The episode also explores Hims' use of vertical integration with its 503B compounding facility and the potential implications of their recent inclusion in the S&P Small Cap 600 index.
(00:00) - Introduction
(00:42) - Menopause as an opportunity
(03:33) - Testosterone overview
(06:10) - Diabetes Management and Livongo Comparison
(10:45) - Logistical Challenges with Testosterone Treatment
(24:03) - 503B Compounding Facility Now Hiring
(29:24) - Hims Moneyball Comparison
(34:52) - Weight Watchers GLP-1 Offering and Impact on Hims
(38:55) - Inclusion in S&P Small Cap 600
Website: https://himshouse.com
Twitter/X: @himshouse
Discord: https://discord.gg/WPzMX448V8
Jonathan Stern - @jonathanrstern
Louis Stevens - @LA_stevens_
Dr. H - @stayathomedoc
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