Hims House: Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)
Description
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 the upcoming Trump administration and its potential impact on Hims, particularly concerning the semaglutide shortage. Bayside provides a detailed analysis of the semaglutide and tirzepatide shortages, FDA decisions, and political landscape affecting HIMS investors. The discussion expands to consider the potential influence of Elon Musk and Trump on healthcare policy, Greenland acquisition implications, and the roles of RFK and Marty Makary in shaping future healthcare regulations. Dr. H offers insights into the medical necessity of compounded medications and telehealth implications.
00:00 Introduction
01:05 Semaglutide Shortage Analysis
02:48 FDA Decision Timeline
06:44 Impact of New Administration
10:34 HIMS Sales Strategy Post-Shortage
14:29 Legal and Medical Perspectives
28:57 Custom Dosage and Medical Necessity
29:46 Corporate Practice of Medicine
30:28 Patent System and Compounding Controversy
31:30 Chevron Doctrine and Legal Battles
32:08 Impact on HIMS Stock and Lawsuits
34:59 Future of Compounding and Revenue
36:58 Elon Musk, Trump, and GLP-1 Pricing
42:02 Greenland and Geopolitical Leverage
46:46 RFK and Marty McCary's Impact on Healthcare
57:46 Conclusion and Future Topics
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Episode: https://himshouse.substack.com/p/ep-18-the-politics-episode-trump
Podcast: https://himshouse.substack.com/podcast
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