{"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":"Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush","slug":"mansi-hukmani-the-1-peptide-substacker-on-peptide-culture-supply-chain-race-coming-gold-rush","published_at":"2026-04-30T12:00:00+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/mansi-hukmani-the-1-peptide-substacker-on-peptide-culture-supply-chain-race-coming-gold-rush","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Mansi-Hukmani---The-1-peptide-Substacker-on-peptide-culture--supply-chain-race--coming-gold-rush-e3im5k6","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/119264326/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-30%2F423168405-44100-2-f4a3b9c9af0dd.mp3","summary":"In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohacker circles into the next big frontier for telehealth. Mansi explains how New York, San Francisco, London, and Dubai each approach longevity culture differently, and why distrust in traditional healthcare has helped peptides feel more like a movement than a product category. They discuss her own experience with retatrutide, the coming FDA regulatory milestones, and why reclassification could unleash a wave of clinics, compounders, and telehealth players. The conversation then turns to the real bottleneck: supply chain control, especially China’s dominance in protected amino acids and peptide synthesis. Mansi argues the winners may not be first to market, but first to secure manufacturing, data, and trust at scale. 02:09 - The #1 peptide substacker 03:45 - Inside peptide culture 06:30 - NAD+ shots and different form factors 08:20 - Peptide culture across cities 10:54 - Dubai’s longevity gold rush 12:21 - Why peptides feel a little like crypto 16:41 - Mansi’s peptide experiments 19:50 - FDA timeline for peptide reclassification 24:46 - Why supply chain wins 26:11 - The synthesis bottleneck 28:15 - China’s scale advantage 30:29 - Why Hims bought CS Bio 31:39 - State laws 33:57 - Who wins the peptide rush 36:51 - Pricing power, tariffs, and trust 41:53 - Why gray markets persist 45:01 - Peptides with real LTV 47:51 - The Flatiron Health for peptides 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 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohacker c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3011,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/mansi-hukmani-the-1-peptide-substacker-on-peptide-culture-supply-chain-race-coming-gold-rush/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/mansi-hukmani-the-1-peptide-substacker-on-peptide-culture-supply-chain-race-coming-gold-rush.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}