Episode Details

In Episode 56 of Hims House, Jonathan Stern sits down with Myra Ahmad, founder and CEO of Mochi Health, to unpack where GLP-1s are headed - and how Mochi is building a broader telehealth marketplace around metabolic care. Myra explains Mochi’s pharmacy “marketplace” model and how she thinks about staying compliant with compounded GLP-1 pills amid increasing FDA scrutiny. They discuss oral vs. injectable GLP-1s, why pills may be an on-ramp but not a long-term winner for most patients, and what the Hims GLP-1 pill episode signals about enforcement and risk. Myra also outlines Mochi’s expansion beyond weight loss, including longevity and labs, and where AI can (and can’t) meaningfully replace humans in healthcare. The conversation closes with predictions on the next wave of GLP-1s.

00:00 - Sponsor: Mochi Health

01:56 - Mochi's compounded semaglutide pill

04:27 - Oral vs. injectable GLP-1s

11:25 - $HIMS GLP-1 pill blowback

17:19 - FDA enforcement risk and what could change

22:27 - Patents, “personalization,” and where compounders may get exposed

24:05 - Mochi's growth story

24:47 - Retatrutide

31:32 - Why the U.S. could resemble Canada's system

34:09 - AI in healthcare

37:40 - Labs, GRAIL, and prevention

41:01 - The next era of GLP-1s

Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.