{"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":"Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding","slug":"shaun-noorian-empower-pharmacy-ceo-glp-1s-patents-and-the-future-of-compounding","published_at":"2025-08-19T12:23:36+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/shaun-noorian-empower-pharmacy-ceo-glp-1s-patents-and-the-future-of-compounding","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/Shaun-Noorian-Empower-Pharmacy-CEO---GLP-1s--Patents--and-the-Future-of-Compounding-e3egqle","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/114894958/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-1-2%2F417288022-44100-2-047ab2c3f92f26dc.mp3","summary":"In Episode 42 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Shaun Noorian, founder & CEO of Empower Pharmacy, the world’s largest compounding pharmacy. We dig into why rumors about 503Bs “ramping up GLP-1s” may be misleading, how Empower is challenging Eli Lilly on tirzepatide patents, and the broader fight over compounding. We also how Trump’s new administration - RFK Jr. at HHS, and Marty Makary at FDA - could reshape the industry. We close with the MFN pricing backdrop under the new administration. All along the way, Noorian makes the case that compounding is not a loophole but a critical, highly regulated part of healthcare, and looks ahead to its future in hormone therapy, peptides, longevity medicine, and sleep health. 00:00 – Intro 00:52 – Empower’s mission: personalized medicine at scale 03:07 – GLP-1 rumors: are 503Bs ramping? What’s actually legal 09:21 – 503A vs. 503B compliance 19:14 – The Eli Lilly v. Empower lawsuit 27:04 – MFN pricing, EO chatter & compounding 33:11 – Hims’ impact on the industry: awareness, lobbying & demand 37:15 – HRT, peptides, longevity 39:59 – Sermorelin explained 41:32 – Bad actors vs. legitimate compounders 43:08 – Odds: percent chance of FDA action against compounders Get full access to Hims House at himshouse.substack.com/subscribe","meta_description":"In Episode 42 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Shaun Noorian, founder & CEO of Empower Pharmacy, the world’s l…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3913,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/shaun-noorian-empower-pharmacy-ceo-glp-1s-patents-and-the-future-of-compounding/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/shaun-noorian-empower-pharmacy-ceo-glp-1s-patents-and-the-future-of-compounding.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}