Episode
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
- Podcast
- Hims House
- Published
- Feb 6, 2026
- Duration seconds
- 2971
- Processing state
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Summary
Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/maxmarchione Join the Discord: https://discord.gg/tJqGgVhkEt In this episode of Hims House, Jonathan Stern sits down with Max Marchione (Founder/CEO of Superpower) to break down what Hims' “rich people live longer” Super Bowl ad signals about the company’s ambitions beyond GLP-1s. They debate the path from DTC e-commerce to a true health platform -- membership, verticalized manufacturing, and “Pharma 2.0” wellness therapeutics -- then widen to the peptide boom, gray-market demand, and the “health super app” race. They close on labs pricing dynamics, AI hiring, and what could re-rate Hims’ valuation. 00:00 – Sponsor: Mochi Health 01:58 – Why Hims' Super Bowl ad works 03:52 – Membership + manufacturing + pharma 2.0 06:33 – Superpower's approach 10:19 – The peptide market explosion + retatrutide 16:13 – Health "super-app" race: Hims, Whoop, Oura, Superpower 19:50 – Deep dive into peptides and regulatory outlook 27:50 – Superpower's product roadmap 28:39 – Pharma 2.0 and consumer-driven wellness 30:25 – Labs pricing strategies and market dynamics 36:51 – AI and engineering: what is Hims building?! 42:25 – Hims valuation: 10x (or even 100x) potential 🤯 47:27 – Future of GLP-1s Not financial, legal, or medical advice