{"podcast":{"title":"Hims House","slug":"hims-house-7026583","podcast_index_feed_id":7026583,"rss_url":"https://anchor.fm/s/10e9c0874/podcast/rss","website_url":"https://himshouse.substack.com/podcast","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/45300741/1466fea8bed61dc7.jpg","author":"Jonathan Stern","episode_count":73,"summary":"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","last_synced_at":"2026-07-08T00:20:15.279819+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583"},"episode":{"title":"Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)","slug":"cremieux-half-of-america-could-be-on-glp-1s-by-2030-and-why-peptides-are-probably-overhyped","published_at":"2026-06-10T12:43:33+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/cremieux-half-of-america-could-be-on-glp-1s-by-2030-and-why-peptides-are-probably-overhyped","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Cremieux---Half-of-America-could-be-on-GLP-1s-by-2030-and-why-peptides-are-probably-overhyped-e3kjl3i","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/121279026/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-10%2F425875587-44100-2-ea6cba96813d4.mp3","summary":"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? Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qu…","meta_description":"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 po…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2908,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/cremieux-half-of-america-could-be-on-glp-1s-by-2030-and-why-peptides-are-probably-overhyped/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/hims-house-7026583/cremieux-half-of-america-could-be-on-glp-1s-by-2030-and-why-peptides-are-probably-overhyped.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}