{"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":78,"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":"2026-09-03T00:18:07.225175+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583"},"episode":{"title":"🚨 FDA committee votes \"YES\" on 6 of 7 peptides — here's what happens next, with Dr. Alex Tatem","slug":"fda-committee-votes-yes-on-6-of-7-peptides-here-s-what-happens-next-with-dr-alex-tatem","published_at":"2026-07-27T12:16:04+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/fda-committee-votes-yes-on-6-of-7-peptides-here-s-what-happens-next-with-dr-alex-tatem","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/FDA-committee-votes-YES-on-6-of-7-peptides--heres-what-happens-next--with-Dr--Alex-Tatem-e3mjnfh","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/123378609/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-27%2F428696194-44100-2-023c68544f9e8.mp3","summary":"In episode 75 of Hims House, Jonathan Stern talks with Dr. Alex Tatem, a board-certified urologist who has worked with peptides for 12 years and paid his own way to Silver Spring, MD, to testify on all 7 peptides before the FDA's Pharmacy Compounding Advisory Committee. The panel overruled the FDA's own scientists and recommended six of seven for the 503A Bulks List — DSIP the lone no — and Tatem describes what the national media coverage missed: specifically, briefing documents that omitted the peptide data entirely. He explains why the recommendation isn't binding, why a final rule could take months or years, and how limits on route of administration could hollow out the win. On the business side: why Hims and Noom will wait for final rulemaking while smaller players roll the dice, the API landscape, and the market dynamics of BPC-157 once approved. 00:00 - Sponsor: Superpower 01:37 - What it was like in the room of the FDA 05:53 - Briefing documents OMITTED the data 11:33 - The one "NO" vote 17:33 - Why the win isn't binding 21:33 - Rulemaking timeline: likely months or years 24:19 - RFK vs the FDA bureaucracy 28:06 - Who will sell peptides before final rulemaking 31:34 - Hims likely won't 34:43 - Peptide marketing claims 40:18 - Every raw material (API) comes from China 45:23 - BPC under $100 a month? 48:29 - Where was Ro? 50:08 - The best argument *against* peptides 55:12 - Peptides will be an economic gold rush 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 episode 75 of Hims House, Jonathan Stern talks with Dr. Alex Tatem, a board-certified urologist who has worked with peptides for 12 years and paid his…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3573,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/fda-committee-votes-yes-on-6-of-7-peptides-here-s-what-happens-next-with-dr-alex-tatem/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/fda-committee-votes-yes-on-6-of-7-peptides-here-s-what-happens-next-with-dr-alex-tatem.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}