# Hims House

Page: https://stenobird.com/podcast/hims-house-7026583
Text version: https://stenobird.com/podcast/hims-house-7026583.md
RSS feed: https://anchor.fm/s/10e9c0874/podcast/rss
Official site: https://himshouse.substack.com/podcast
Author: Jonathan Stern
Episodes: 73

## Resource

Hims House is the ultimate podcast for Hims & Hers investors. Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping $HIMS — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week. himshouse.substack.com

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/hims-house-7026583
Markdown: https://stenobird.com/podcast/hims-house-7026583.md

## Episodes
- [Ryan MacDonald: Peptides could be a $30B+ market, and Hims is positioned to win meaningful share](https://stenobird.com/podcast/hims-house-7026583/ryan-macdonald-peptides-could-be-a-30b-market-and-hims-is-positioned-to-win-meaningful-share) — 2026-07-07T11:33:01+00:00
- [🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims](https://stenobird.com/podcast/hims-house-7026583/exclusive-hims-board-member-david-wells-on-why-he-bought-1-2m-of-hims) — 2026-07-01T11:30:54+00:00
- [Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside](https://stenobird.com/podcast/hims-house-7026583/hedge-funder-ignacio-canto-on-retail-cults-hims-as-costco-netflix-and-why-hims-has-10x-upside) — 2026-06-24T12:15:00+00:00
- [Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why](https://stenobird.com/podcast/hims-house-7026583/hedge-fund-manager-imran-khan-bought-more-hims-at-its-most-hated-moment-here-s-why) — 2026-06-16T12:00:00+00:00
- [Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)](https://stenobird.com/podcast/hims-house-7026583/cremieux-half-of-america-could-be-on-glp-1s-by-2030-and-why-peptides-are-probably-overhyped) — 2026-06-10T12:43:33+00:00
- [Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity](https://stenobird.com/podcast/hims-house-7026583/sagar-sahil-chopra-founders-of-empower-sleep-on-ai-powered-sleep-care-and-the-hims-opportunity) — 2026-05-26T12:23:59+00:00
- [Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?](https://stenobird.com/podcast/hims-house-7026583/eli-dorf-bask-health-what-is-hims-moat-if-anyone-can-launch-a-telehealth-startup-overnight) — 2026-05-19T12:00:00+00:00
- [Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims](https://stenobird.com/podcast/hims-house-7026583/brian-birnbaum-hims-hers-q1-earnings-breakdown-and-the-long-term-bull-case-for-hims) — 2026-05-13T12:00:00+00:00
- [Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush](https://stenobird.com/podcast/hims-house-7026583/mansi-hukmani-the-1-peptide-substacker-on-peptide-culture-supply-chain-race-coming-gold-rush) — 2026-04-30T12:00:00+00:00
- [Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May](https://stenobird.com/podcast/hims-house-7026583/enhanced-games-we-re-ready-to-go-on-peptides-prepping-1-2b-spac-in-may) — 2026-04-27T12:00:00+00:00
- [David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on](https://stenobird.com/podcast/hims-house-7026583/david-maris-the-billion-dollar-opportunity-for-hims-that-wall-street-is-sleeping-on) — 2026-04-22T12:44:57+00:00
- [Jonah Lupton - Why peptides are so bullish for Hims & Hers](https://stenobird.com/podcast/hims-house-7026583/jonah-lupton-why-peptides-are-so-bullish-for-hims-hers) — 2026-04-17T19:47:52+00:00
- [Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy](https://stenobird.com/podcast/hims-house-7026583/geoff-cook-noom-ceo-the-peptide-boom-and-why-noom-just-acquired-a-503a-pharmacy) — 2026-04-01T13:03:30+00:00
- [Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo](https://stenobird.com/podcast/hims-house-7026583/sam-koppelman-why-hunterbrook-s-founder-says-hims-wiped-the-floor-with-novo) — 2026-03-16T12:30:00+00:00
- [🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down](https://stenobird.com/podcast/hims-house-7026583/novo-nordisk-and-hims-hers-strike-a-new-deal-raul-shah-breaks-it-all-down) — 2026-03-10T11:30:00+00:00
- [Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown](https://stenobird.com/podcast/hims-house-7026583/mark-mulhern-hims-hers-q4-earnings-recap-breakdown) — 2026-03-02T15:00:25+00:00
- [Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯](https://stenobird.com/podcast/hims-house-7026583/annanay-kapila-former-quant-on-why-hims-is-the-most-shorted-stock-in-the-s-p-midcap-400) — 2026-02-18T17:30:14+00:00
- [Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s](https://stenobird.com/podcast/hims-house-7026583/myra-ahmad-founder-ceo-of-mochi-health-the-future-of-glp-1s) — 2026-02-12T13:00:00+00:00
- [🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down](https://stenobird.com/podcast/hims-house-7026583/novo-nordisk-sues-hims-hers-patent-attorney-gaston-kroub-breaks-it-down) — 2026-02-10T21:23:51+00:00
- [Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯](https://stenobird.com/podcast/hims-house-7026583/max-marchione-peptides-pharma-2-0-and-why-hims-could-10x-or-even-100x) — 2026-02-06T12:36:36+00:00
- [🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)](https://stenobird.com/podcast/hims-house-7026583/hims-launches-glp-1-pill-novo-nordisk-threatens-to-sue-emergency-pod-with-cremieux) — 2026-02-05T23:25:05+00:00
- [Sabina Hemmi - The GLP-1 Wars](https://stenobird.com/podcast/hims-house-7026583/sabina-hemmi-the-glp-1-wars) — 2026-02-03T14:40:02+00:00
- [Hims & Hers 2025 Recap + 2026 Predictions](https://stenobird.com/podcast/hims-house-7026583/hims-hers-2025-recap-2026-predictions) — 2026-01-21T13:13:42+00:00
- [Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims](https://stenobird.com/podcast/hims-house-7026583/shalin-shah-ceo-of-marius-pharmaceuticals-on-the-oral-trt-partnership-with-hims) — 2025-11-10T14:27:55+00:00
- [Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides](https://stenobird.com/podcast/hims-house-7026583/mark-mikhael-joshua-fritzler-olympia-pharmacy-the-maha-pac-glp-1s-and-peptides) — 2025-10-22T13:16:10+00:00
- [Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides](https://stenobird.com/podcast/hims-house-7026583/saad-alam-ceo-hone-health-longevity-testosterone-peptides) — 2025-10-14T15:13:45+00:00
- [Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides](https://stenobird.com/podcast/hims-house-7026583/lee-rosebush-the-fda-s-warning-letters-green-list-glp-1s-and-peptides) — 2025-09-24T20:38:21+00:00
- [Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market](https://stenobird.com/podcast/hims-house-7026583/rob-leclerc-why-hims-is-the-ultimate-vc-style-10x-opportunity-in-the-stock-market) — 2025-09-15T12:33:23+00:00
- [Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s](https://stenobird.com/podcast/hims-house-7026583/scott-brunner-alliance-for-pharmacy-compounding-ceo-compounders-vs-big-pharma-and-glp-1s) — 2025-09-09T14:49:02+00:00
- [Geoff Cook (Noom CEO) - The future of compounded GLP-1s](https://stenobird.com/podcast/hims-house-7026583/geoff-cook-noom-ceo-the-future-of-compounded-glp-1s) — 2025-09-04T13:28:52+00:00
- [Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?](https://stenobird.com/podcast/hims-house-7026583/dr-william-seeds-wtf-are-peptides-are-they-legal-and-where-does-hims-fit-in) — 2025-08-27T12:23:38+00:00
- [Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding](https://stenobird.com/podcast/hims-house-7026583/shaun-noorian-empower-pharmacy-ceo-glp-1s-patents-and-the-future-of-compounding) — 2025-08-19T12:23:36+00:00

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