Episode Details

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. Cremieux points to Epic's new EHR dashboard as the best live read on adoption, backing estimates that roughly one in eight adults are on GLP-1s and one in five have tried them -- with cost and stigma holding back uptake until semaglutide generics arrive around 2031. They also dig into the next wave of GLP-1s, spotlighting glucagon combos like servadutide and mazdutide for dramatic liver-fat reductions, plus retatrutide's standout weight-loss numbers. Cremieux pushes back on the claim that retatrutide preserves muscle and throws cold water on peptide hype, especially BPC-157, while flagging thymosin alpha-1 as the one with the most real clinical support. They close on why wearables rarely change behavior, and whether Ro will ever go public.

00:00 - Sponsor: Superpower

01:37 - What America looks like in 2030

03:58 - How many Americans are on GLP-1s today?

05:46 - Why price still keeps people off GLP-1s

06:32 - Generic GLP-1s in 2031

09:30 - The next-generation of GLP-1s

11:02 - GLP-1 effect on fatty liver disease

15:48 - Could the FDA fast-track retatrutide?

17:15 - The oral GLP-1 war: Wegovy Pill vs Foundayo

21:04 - Is it a myth that reta preserves muscle?

25:05 - ADA conference takeaways

27:23 - Why GLP-1s are likely safe over the long term

31:55 - BPC-157's thin evidence + cancer risk

35:12 - Which peptides actually have the most evidence

38:20 - Peptides market dynamics

41:29 - Why wearables usually don't change behavior

46:10 - Will Ro go public?

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