{"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":"Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s","slug":"myra-ahmad-founder-ceo-of-mochi-health-the-future-of-glp-1s","published_at":"2026-02-12T13:00:00+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/myra-ahmad-founder-ceo-of-mochi-health-the-future-of-glp-1s","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Myra-Ahmad-Founder--CEO-of-Mochi-Health---The-future-of-GLP-1s-e3evv8a","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/115391178/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-12%2F417953106-44100-2-501168a2124b7.mp3","summary":"In Episode 56 of Hims House, Jonathan Stern sits down with Myra Ahmad, founder and CEO of Mochi Health, to unpack where GLP-1s are headed - and how Mochi is building a broader telehealth marketplace around metabolic care. Myra explains Mochi’s pharmacy “marketplace” model and how she thinks about staying compliant with compounded GLP-1 pills amid increasing FDA scrutiny. They discuss oral vs. injectable GLP-1s, why pills may be an on-ramp but not a long-term winner for most patients, and what the Hims GLP-1 pill episode signals about enforcement and risk. Myra also outlines Mochi’s expansion beyond weight loss, including longevity and labs, and where AI can (and can’t) meaningfully replace humans in healthcare. The conversation closes with predictions on the next wave of GLP-1s. 00:00 - Sponsor: Mochi Health 01:56 - Mochi's compounded semaglutide pill 04:27 - Oral vs. injectable GLP-1s 11:25 - $HIMS GLP-1 pill blowback 17:19 - FDA enforcement risk and what could change 22:27 - Patents, “personalization,” and where compounders may get exposed 24:05 - Mochi's growth story 24:47 - Retatrutide 31:32 - Why the U.S. could resemble Canada's system 34:09 - AI in healthcare 37:40 - Labs, GRAIL, and prevention 41:01 - The next era of GLP-1s 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 56 of Hims House, Jonathan Stern sits down with Myra Ahmad, founder and CEO of Mochi Health, to unpack where GLP-1s are headed - and how Mochi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2652,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/myra-ahmad-founder-ceo-of-mochi-health-the-future-of-glp-1s/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/myra-ahmad-founder-ceo-of-mochi-health-the-future-of-glp-1s.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}