{"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":"Lee Rosebush - The FDA's warning letters, \"Green List\", GLP-1s and peptides","slug":"lee-rosebush-the-fda-s-warning-letters-green-list-glp-1s-and-peptides","published_at":"2025-09-24T20:38:21+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/lee-rosebush-the-fda-s-warning-letters-green-list-glp-1s-and-peptides","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Lee-Rosebush---The-FDAs-warning-letters--Green-List--GLP-1s-and-peptides-e3egqlu","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/114894974/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-2%2F417288053-44100-2-38d4a203bd4bec58.mp3","summary":"In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OFA), about what’s really going on with GLP-1 medications and peptide compounding. We the FDA warning letters over drug ads, what the new FDA “Green List” means for the future of compounding, and whether the DDC list (which could restrict what’s “too hard” to compound) or MFN drug-pricing might change the rules. We also touch on the MAHA PAC, recent patent challenges to sema and tirz, and what all this could mean for patient access in the near future. Note: Conversation includes legal/policy and financial analysis; none of it is legal or financial advice. (00:46) Lee’s Twitter comeback (02:09) FDA’s warning letters to drug advertisers (12:41) Lee on the Lilly vs. Willow/Mochi lawsuits (20:45) GLP-1 patents (25:12) FDA “Green List” (28:51) Is a compounded GLP-1 crackdown on the way? (32:11) The DDC List (36:48) MFN price negotiations (44:15) MAHA PAC (46:09) RFK on peptides and “patient access” (50:35) Thoughts on Hims Get full access to Hims House at himshouse.substack.com/subscribe","meta_description":"In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OFA), abou…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3428,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/lee-rosebush-the-fda-s-warning-letters-green-list-glp-1s-and-peptides/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/lee-rosebush-the-fda-s-warning-letters-green-list-glp-1s-and-peptides.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}