Ep 44 - Geoff Cook (CEO of Noom) on the future of compounded GLP-1s
Description
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 and is best known for its behavioral health platform and recent expansion into GLP-1 microdosing and hormone replacement therapy. Geoff discusses Noom’s evolution, the shift in revenue from behavioral programs to medicated plans, and the company’s vision for democratizing longevity medicine. The conversation covers the business of GLP-1s, regulatory and legal challenges, the impact of tariffs and partnerships, and the future of personalized healthcare. The episode closes with predictions for the next decade in health tech and reflections on human flourishing.
Link to the article about the "high-priced drug list": https://www.mmm-online.com/news/noom-wsj-ad-policy-changes-compounded-glp-1
00:00 - Introduction
01:11 - Noom’s background and evolution
05:17 - Noom's revenue breakdown: behavioral vs. medicated programs
07:22 - Launch of GLP-1 microdosing
17:44 - Geoff’s personal experience with microdosing
21:12 - Policy and regulatory landscape for GLP-1s
24:19 - Compounding, MFN pricing, and drug shortages
28:38 - Noom's WSJ ad for high-priced drug list
31:36 - Supply chain and tariffs on APIs
34:10 - Partnerships with pharma (Lilly, Novo)
37:11 - Legal risks and the future of healthcare “front doors”
40:36 - Hims' core business slowdown: competition and ad policy
45:21 - Noom’s strategy for growth... free tier?
46:06 - Looking ahead: AI, peptides, and the future of health tech
53:52 - Reflections on human flourishing
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