Hims House
Episodes
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
30 Apr 2026
Contributed by Lukas
In episode 65 of Hims House, Jonathan Stern talks with Mansi Hukmani, founder of Chief Longevity Officer, about how peptide culture moved from biohack...
Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
27 Apr 2026
Contributed by Lukas
In Hims House episode 64, Jonathan Stern hosts Max Martin & Christian Angermayer, co-founders of Enhanced, ahead of their inaugural May 24 Las Veg...
David Maris - The peptide craze, Hims x Novo recap, and the sleep opportunity nobody is pricing in
22 Apr 2026
Contributed by Lukas
In this episode of Hims House, Jonathan Stern welcomes back six-time #1 ranked healthcare analyst David Maris to unpack everything that's happened...
Jonah Lupton - Why peptides are so bullish for Hims & Hers
17 Apr 2026
Contributed by Lukas
In this episode of Hims House, Jonathan Stern sits down with Jonah Lupton, founder and CIO of FirstWave Capital and one of the largest Hims shareholde...
Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy
01 Apr 2026
Contributed by Lukas
Noom CEO Geoff Cook returns to Hims House to discuss the company's acquisition of Tailor Made Compounding, a 503A pharmacy in 46 states, and what it s...
Ep 60 - Why Hunterbrook’s Sam Koppelman says Hims wiped the floor with Novo
16 Mar 2026
Contributed by Lukas
In Hims House episode 60, Sam Koppelman (co-founder of Hunterbrook Media) joins Jonathan Stern to break down the renewed Hims x Novo Nordisk partnersh...
🚨 Ep 59 - NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down
10 Mar 2026
Contributed by Lukas
Thanks to our partner, Mochi Health! https://JoinMochi.comSubscribe to Hims House:https://himshouse.com/subscribeFollow us:https://x.com/himshousehttp...
Ep 58 - Hims & Hers Q4 Earnings Recap & Breakdown with Mark Mulhern (Manu Invests)
02 Mar 2026
Contributed by Lukas
In this episode of Hims House, Jonathan Stern sits down with Mark Mulhern (Manu Invests) to break down HIMS’ Q4 and full-year results: $2.35B in 202...
Ep 57 - Former quant Annanay Kapila on why Hims is the most-shorted stock in the S&P MidCap 400 🤯
18 Feb 2026
Contributed by Lukas
In Hims House episode 57, former quant Annanay Kapila (ex–Tower Research, Cambridge math) breaks down how high-frequency trading actually works and ...
Ep 56 - Myra Ahmad (founder & CEO of Mochi Health) on the future of GLP-1s
12 Feb 2026
Contributed by Lukas
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 Mo...
🚨 Ep 55 - NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down
10 Feb 2026
Contributed by Lukas
Thanks to our partner, Mochi Health! https://JoinMochi.comIn this episode of Hims House, Jonathan Stern is joined by patent attorney Gaston Kroub to b...
Ep 53 - Max Marchione on Pharma 2.0, Peptides, and why Hims could 10x or even 100x 🤯
06 Feb 2026
Contributed by Lukas
Thanks to our partner, Mochi Health! https://JoinMochi.comSubscribe to Hims House:https://himshouse.com/subscribeFollow us:https://x.com/himshousehttp...
🚨 Ep 54 - EMERGENCY POD: Hims launches GLP-1 pill, Novo Nordisk threatens to sue!
05 Feb 2026
Contributed by Lukas
EMERGENCY EPISODE!!! Hims has launched a compounded oral semaglutide (GLP-1) pill, immediately triggering legal threats from Novo Nordisk. Jonathan St...
Ep 52 - Sabina Hemmi on the GLP-1 Wars: Big Pharma vs. Compounders, Tirz vs. Sema, Pills vs. Shots
03 Feb 2026
Contributed by Lukas
Thanks to our partner, Mochi Health! https://JoinMochi.comIn this episode of Hims House, Jonathan Stern sits down with Sabina Hemmi (founder of GLP Wi...
Ep 51 - Hims 2025 Recap + 2026 Predictions
21 Jan 2026
Contributed by Lukas
In episode 51 of Hims House, Bayside returns to the podcast to for year-end recap + 2026 predictions. The conversation covers Hims & Hers’ eventful ...
Ep 50 - Shalin Shah (CEO of Marius Pharmaceuticals) on the oral TRT partnership with Hims
10 Nov 2025
Contributed by Lukas
Shalin Shah is the founder & CEO of Marius Pharmaceuticals, the company that partnered with $HIMS to launch oral testosterone (KYZATREX). We discuss h...
Ep 49 - Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) on the MAHA PAC, GLP-1s, and peptides
22 Oct 2025
Contributed by Lukas
In episode 49 of Hims House, Jonathan Stern and Patrick Lester (Bayside) host Mark Mikhael and Joshua Fritzler from Olympia Pharmacy. Mark (CEO of Oly...
Ep 48 - Saad Alam (CEO, Hone Health) on Longevity, Testosterone, & Peptides
14 Oct 2025
Contributed by Lukas
In episode 48 of Hims House, Jonathan Stern and Patrick Lester (Bayside) are joined by Saad Alam, founder & CEO of Hone Health. The discussion dives i...
Ep 47 - Lee Rosebush on the FDA's warning letters, "Green List", GLP-1s and Peptides
24 Sep 2025
Contributed by Lukas
In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OF...
Ep 46 - VC Rob Leclerc on HIMS: the ultimate venture-style 10X opportunity in the public markets
15 Sep 2025
Contributed by Lukas
In Episode 46 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with Rob Leclerc, founder of AgFunder and one of TIME Magazine’s T...
Ep 45 - Scott Brunner on Compounders vs. Big Pharma
09 Sep 2025
Contributed by Lukas
In Episode 45 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) welcome Scott Brunner, CEO of the Alliance for Pharmacy Compounding...
Ep 44 - Geoff Cook (CEO of Noom) on the future of compounded GLP-1s
04 Sep 2025
Contributed by Lukas
In Episode 44 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Geoff Cook, CEO of Noom. Noom is one of Hims' competitors...
Ep 43 - WTF are peptides? Are they legal? And where does Hims fit in?
27 Aug 2025
Contributed by Lukas
In Episode 43 of Hims House, hosts Jonathan Stern and Patrick Lester (Bayside) sit down with Dr. William Seeds, a board-certified orthopedic surgeon a...
Ep 42 - Shaun Noorian, CEO of Empower Pharmacy, on GLP-1s, Patents, and the Future of Compounding
19 Aug 2025
Contributed by Lukas
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...
Ep 41 - Peter Pitts on The Wild West of Compounded GLP-1s
14 Aug 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern and Patrick Lester (“Bayside”) sit down with Peter Pitts, president of the Center for Medicine in th...
Ep 40 - HIMS Q2 Earnings Recap
05 Aug 2025
Contributed by Lukas
In episode 40 of Hims House, Jonathan and Patrick Lester (Bayside) dive into HIMS' Q2 2025 earnings — the company’s first-ever miss vs. Wall Stree...
Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong
22 Jul 2025
Contributed by Lukas
In Episode 39 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with David Maris—one of the most decorated healthcare analysts of ...
Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯
16 Jul 2025
Contributed by Lukas
In Episode 38 of Hims House, Jonathan Stern and Patrick Lester (Bayside) break down all the recent news surrounding Hims. They cover the new Bloomberg...
Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims
01 Jul 2025
Contributed by Lukas
Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first m...
Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
23 Jun 2025
Contributed by Lukas
In Episode 36 of Hims House, Jonathan Stern and Patrick Lester (aka Bayside) sit down with biotech investor and dermatologist Adam May, easily the mos...
Ep 35 - Hims x ZAVA: Deep Dive ft. European Healthcare Experts, Sekander Amini + Mads Christiansen
18 Jun 2025
Contributed by Lukas
Thanks to our partner, Godel Terminal — a full trading terminal at less than 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first m...
Ep 33 - Max Marchione: Superpower, Hims, and the future of AI-powered medicine
12 Jun 2025
Contributed by Lukas
Thanks to our partner, Godel Terminal — a full trading terminal at 10% of the price of a Bloomberg! CLICK HERE to get 25% off your first month and l...
🚨 Ep 34 - HIMS ACQUIRES ZAVA, EXPANDS INTO EUROPE
03 Jun 2025
Contributed by Lukas
In Episode 34 of Hims House, Jonathan Stern and Patrick Lester (aka Bayside) break down HIMS' acquisition of European telehealth company ZAVA. They di...
Ep 32 - Antonio Linares Makes the Case for Hims as a 100x — From Here
29 May 2025
Contributed by Lukas
In Episode 32 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) are joined by Antonio Linares — early Tesla and AMD investor, and...
Ep 31 - The Amit Episode: Pitching HIMS to a Long-Time Skeptic
21 May 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Patrick Lester (Bayside), and Nate Endicott sit down with Amit, one of the most notable names on fintwi...
Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare
13 May 2025
Contributed by Lukas
In Hims House episode 30, Jonathan Stern and Patrick Lester are joined by legendary entrepreneur Mark Cuban. The discussion kicks off with Mark unpack...
Ep 29 - HIMS Q1 2025 Earnings Recap
06 May 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern and Patrick Lester break down the Q1 2025 earnings results for Hims & Hers. They highlight strong toplin...
Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup
02 May 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern sits down with Alvan Chow — the original WallStreetBets poster who made a legendary 100,000% return du...
🚨 EMERGENCY POD: Ep 27 - Hims Inks Deal with Novo Nordisk To Sell Wegovy
29 Apr 2025
Contributed by Lukas
In Episode 27 of Hims House, Jonathan Stern, Patrick Lester, and Louis Stevens discuss the blockbuster news of Hims partnering with Novo Nordisk to se...
Ep 26 - Martin Shkreli: The Case for Hims & Hers
28 Apr 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern and Patrick Lester sit down with Martin Shkreli — one of the sharpest and most controversial voices in...
Ep 25 - Raul Shah: Why HIMS Could Be A 100-Bagger
17 Apr 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Raul Shah, the owner of DocShah Financial. They discuss Raul’s articl...
Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"
10 Apr 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Alex Beinfield, founder & CIO of Blue Duck Capital, for a wide-ranging ...
🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST
27 Mar 2025
Contributed by Lukas
In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder and CEO of Hims & Hers, for the most anticipated conversa...
🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
21 Feb 2025
Contributed by Lukas
In this emergency episode of Hims House, the crew covers the FDA's surprise resolution of the semaglutide shortage. They discuss its immediate market ...
Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN
14 Feb 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the recent Super Bowl ad for Hims and its widespread media attention. ...
Ep 20 - HIMS Super Bowl Ad, Short Squeeeeze Potential, and Testosterone (Jan 30, 2025)
30 Jan 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss HIMS' recent performance and the unveiling of their upcoming minute-lo...
Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)
20 Jan 2025
Contributed by Lukas
NOTE: Analysis and opinions expressed by Jack are his and his alone, and are not to be interpreted as a reflection of opinions by his current or forme...
Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)
15 Jan 2025
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by Bayside, a professional lobbyist in Washington D.C., to discuss ...
Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)
06 Jan 2025
Contributed by Lukas
Full access to our HIMS Data Dashboard + research library is $10/mo ($100/yr). Join 1,400 other HIMS investors today!In episode 17 of Hims House, Jona...
Ep 16 - FDA Ends Tirzepatide Shortage 🚨 ft. SPECIAL GUEST "BAYSIDE" (Dec 20, 2024)
20 Dec 2024
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Bayside, a professional lobbyist who works in W...
Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)
13 Dec 2024
Contributed by Lukas
In episode 15 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss recent news about Meta restricting data access for healthcare companies ...
Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)
25 Nov 2024
Contributed by Lukas
Subscribe to Hims House!Website: himshouse.substack.comTwitter/X: x.com/himshouseDiscord: discord.gg/tJqGgVhkEtFollow us on Twitter/X:Jonathan Stern -...
Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯
14 Nov 2024
Contributed by Lukas
In Episode 13 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the implications of Amazon's telemedicine announcements on Hims & Hers. ...
Ep 12 - Hims & Hers Q3 Earnings Recap (Nov 6, 2024)
06 Nov 2024
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H dive into Hims & Hers Health's Q3 earnings report. With a record-breaking ...
Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)
31 Oct 2024
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H provide a comprehensive preview of Hims' upcoming Q3 2024 earnings report. The...
Ep 10 - Healthcare in the UK (Oct 28, 2024)
28 Oct 2024
Contributed by Lukas
In episode 10 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H interview Sekander Amini, a UK-based pharmacist and long-time Hims investor. Sek...
Ep 9 - Hims’ Possible Next Drugs, 503B Hiring, GLP-1s, S&P 600 (Oct 21, 2024)
20 Oct 2024
Contributed by Lukas
In Episode 9 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss potential product expansions for Hims & Hers, focusing on menopause, ...
Ep 8 - Hims & Hers: Company Financials (Oct 14, 2024)
14 Oct 2024
Contributed by Lukas
In episode 8 of Hims House, Jonathan Stern and Louis Stevens discuss the financial health of Hims & Hers. The episode highlights the company's ste...
Ep 7 - Hims & Hers: The Telehealth Industry (Oct 10, 2024)
10 Oct 2024
Contributed by Lukas
In episode 7 of Hims House, Jonathan, Louis, and Dr. H discuss the evolving telehealth industry, focusing on the market size, adoption trends, and why...
Ep 6 - Hims & Hers: Operations (Oct 7, 2024)
07 Oct 2024
Contributed by Lukas
In this episode of Hims House, the hosts discuss the importance of Hims's partnerships with healthcare providers, including doctors, nurse practitione...
Ep 5 - Hims & Hers: The Customer Journey (Oct 3, 2024)
03 Oct 2024
Contributed by Lukas
In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H walk through the Hims customer experience, focusing on the weight management i...
Ep 4 - Hims & Hers Product Deep Dive (Sep 30, 2024)
30 Sep 2024
Contributed by Lukas
In this episode of Hims House, Jonathan, Louis, and Dr. H dive into Hims & Hers product offerings, discussing key categories like sexual health, m...
Ep 3 - The History of Hims & Hers (Sep 26, 2024)
26 Sep 2024
Contributed by Lukas
In this episode, Jonathan Stern, Louis Stevens, and Dr. H discuss the origin and evolution of Hims & Hers Health, highlighting the influence of CE...
Ep 2 - Hims & Hers’ Business Model (Sep 24, 2024)
24 Sep 2024
Contributed by Lukas
In this episode of Hims House, Jonathan, Louis, and Dr. H discuss Hims & Hers' business model, focusing on whether it can be compared to model...
Ep 1 - An Overview of Hims & Hers (Sep 19, 2024)
19 Sep 2024
Contributed by Lukas
In Episode 1 of the Hims House podcast, host Jonathan Stern, equity analyst Louis Stevens, and industry insider Dr. H discuss the unique aspects of Hi...