{"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":"David Maris - The billion-dollar opportunity for Hims that Wall Street is \"sleeping\" on","slug":"david-maris-the-billion-dollar-opportunity-for-hims-that-wall-street-is-sleeping-on","published_at":"2026-04-22T12:44:57+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/david-maris-the-billion-dollar-opportunity-for-hims-that-wall-street-is-sleeping-on","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/David-Maris---The-billion-dollar-opportunity-for-Hims-that-Wall-Street-is-sleeping-on-e3i9k90","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/118853344/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-22%2F422603664-44100-2-b4e8c757815ec.mp3","summary":"In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened at Hims since last July. They walk through the wild GLP-1 timeline -- the compounded semaglutide pill launch, Novo's lawsuit, FDA/DOJ referral, and surprise Novo partnership -- debating margins, the missing Lilly deal, and what the MEDVi scandal means for the broader compounding market. Maris shares mixed feelings on peptides ahead of the July FDA meeting, and makes the case that TRT and especially sleep are billion-dollar opportunities analysts are ignoring. He also critiques Hims' voting structure and insider selling, weighs in on the stubborn 34% short interest, and closes by revealing he's long Hims as of April 17, 2026, despite worries about what Q1 data is signaling. 02:56 - Compounded semaglutide pill saga 05:49 - The \"steelman\" for why Hims launched the pill 07:29 - Novo deal economics 14:29 - MEDVi scandal and wild west of GLP-1s 18:19 - Peptides going mainstream 25:57 - July FDA meeting 31:27 - TRT = billion-dollar opportunity 35:31 - Sleep Sleep Sleep Sleep 37:26 - Friction in getting diagnosed 38:04 - The CPAP supply chain problem 39:17 - How Hims could revolutionize sleep 43:04 - Eucalyptus and going global 46:16 - Cruise engineers (wtf are they building?!) 50:25 - Short interest still out of control 55:05 - Voting control and insider selling 59:46 - Valuation and Q1 warning signs 01:03:48 - Should Hims buy a teletherapy? 01:07:12 - Why Maris is long Hims 🔥 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.","meta_description":"In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened at Hims…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4176,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/david-maris-the-billion-dollar-opportunity-for-hims-that-wall-street-is-sleeping-on/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/david-maris-the-billion-dollar-opportunity-for-hims-that-wall-street-is-sleeping-on.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}