Hims House

Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong

22 Jul 2025

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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 the past two decades. Maris shares why he flagged HIMS as a buy around $15, what excites him about the company’s growth, and how he views its expansion into Europe and Canada. The discussion covers the implosion of Hims’ partnership with Novo Nordisk, litigation risk, and how this all plays into the broader GLP-1 landscape. David also weighs in on Hims as a healthcare platform, its acquisition potential, and new verticals like TRT and menopause. The episode concludes with insights into the valuation, high short interest, and a discussion on governance issues related to Hims’ dual-class stock structure.00:00 - Introduction01:48 - Why David Got Bullish at $1504:50 - HIMS’ Acquisition of ZAVA and European Expansion09:20 - Expansion into Canada13:21 - Novo Partnership Implosion & Legal Risk22:04 - Long-Term Outlook for GLP-1s28:16 - Can HIMS Become a Full-Fledged Healthcare Platform?35:13 - Acquisition Potential39:22 - Kare Schultz40:50 - Clinical Adherence and Personalized Medicine46:28 - Core Business Concerns, CAC, and Ad Trends48:38 - Why This is a Massive Earnings Report55:36 - TRT, Menopause, and the Next $1B Category01:11:27 - Valuation Frameworks, Short Interest, and Governance Get full access to Hims House at himshouse.substack.com/subscribe

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

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12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Hims House

Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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