{"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":"Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯","slug":"max-marchione-peptides-pharma-2-0-and-why-hims-could-10x-or-even-100x","published_at":"2026-02-06T12:36:36+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/max-marchione-peptides-pharma-2-0-and-why-hims-could-10x-or-even-100x","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Max-Marchione---Peptides--Pharma-2-0--and-why-Hims-could-10x-or-even-100x-e3en03q","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/115097146/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-6%2F417560179-44100-2-b034900e62f76.mp3","summary":"Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/maxmarchione Join the Discord: https://discord.gg/tJqGgVhkEt In this episode of Hims House, Jonathan Stern sits down with Max Marchione (Founder/CEO of Superpower) to break down what Hims' “rich people live longer” Super Bowl ad signals about the company’s ambitions beyond GLP-1s. They debate the path from DTC e-commerce to a true health platform -- membership, verticalized manufacturing, and “Pharma 2.0” wellness therapeutics -- then widen to the peptide boom, gray-market demand, and the “health super app” race. They close on labs pricing dynamics, AI hiring, and what could re-rate Hims’ valuation. 00:00 – Sponsor: Mochi Health 01:58 – Why Hims' Super Bowl ad works 03:52 – Membership + manufacturing + pharma 2.0 06:33 – Superpower's approach 10:19 – The peptide market explosion + retatrutide 16:13 – Health \"super-app\" race: Hims, Whoop, Oura, Superpower 19:50 – Deep dive into peptides and regulatory outlook 27:50 – Superpower's product roadmap 28:39 – Pharma 2.0 and consumer-driven wellness 30:25 – Labs pricing strategies and market dynamics 36:51 – AI and engineering: what is Hims building?! 42:25 – Hims valuation: 10x (or even 100x) potential 🤯 47:27 – Future of GLP-1s Not financial, legal, or medical advice","meta_description":"Thanks to our partner, Mochi Health! https://JoinMochi.com Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/himshouse htt…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2971,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/max-marchione-peptides-pharma-2-0-and-why-hims-could-10x-or-even-100x/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/max-marchione-peptides-pharma-2-0-and-why-hims-could-10x-or-even-100x.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}