🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025) | Hims House

This Hims House podcast episode discusses the unexpected resolution of the semaglutide shortage and its implications for HIMS stock and future earnings. The hosts and guests analyze the stock's price fluctuations, debate short-term versus long-term investment strategies, and discuss HIMS' recent acquisitions of a testing facility and a peptide facility. A key takeaway is the differing perspectives on the long-term value of HIMS, independent of the semaglutide situation, emphasizing the company's potential as an AI-driven primary care provider. The episode concludes with a preview of the upcoming earnings call and what to expect regarding future guidance and company strategy. The FDA's announcement granting a 60-90 day grace period for compounders is also discussed.

Outlines

Part 1: Semaglutide Shortage & Initial Reactions

Part 2: Impact on HIMS & FDA Policy

Part 3: Long-Term Investment Thesis

Part 4: Acquisitions & Future Strategy

Part 5: Earnings Call & Long-Term Vision

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🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)

Hims House

Part 1: Semaglutide Shortage & Initial Reactions

Emergency Podcast Announcement: Semaglutide Shortage Resolved

Initial Reactions to Semaglutide Shortage Resolution & Short-Term vs. Long-Term Investment Perspectives

Long-Term Investment Rationale and Institutional Buying

Part 2: Impact on HIMS & FDA Policy

Impact of Semaglutide Shortage Resolution on HIMS' 2025 Projections and GLP-1 Sales

GLP-1 Revenue vs. Profitability and Future Outlook

FDA Policy Clarification on Compounders and Implications for HIMS

Part 3: Long-Term Investment Thesis

Long-Term Investment Thesis for HIMS and the Importance of a Long-Term Perspective

Analyzing HIMS' Long-Term Value Proposition: Free Cash Flow, Growth Rate, and Durability

Long-Term Valuation of HIMS and Comparison to Netflix

Part 4: Acquisitions & Future Strategy

FDA Memo Clarification on Semaglutide Compounding and Upcoming Earnings Call

HIMS Acquisitions: Tribe Labs and Peptide Facility (CS Bio)

Analysis of HIMS' Acquisition Strategy and the Potential of Peptide Therapy

Relative Significance of HIMS' Acquisitions and the Potential of In-House Lab Capabilities

Part 5: Earnings Call & Long-Term Vision

Upcoming Earnings Call: Expectations and Key Focus Areas

Long-Term Vision for HIMS and Addressing Patient Needs Post-Semaglutide Shortage

🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)

Hims House

Part 1: Semaglutide Shortage & Initial Reactions

00:00Emergency Podcast Announcement: Semaglutide Shortage Resolved

Emergency Podcast Announcement: Semaglutide Shortage Resolved

01:33Initial Reactions to Semaglutide Shortage Resolution & Short-Term vs. Long-Term Investment Perspectives

Initial Reactions to Semaglutide Shortage Resolution & Short-Term vs. Long-Term Investment Perspectives

03:00Long-Term Investment Rationale and Institutional Buying

Long-Term Investment Rationale and Institutional Buying

Part 2: Impact on HIMS & FDA Policy

04:48Impact of Semaglutide Shortage Resolution on HIMS' 2025 Projections and GLP-1 Sales

Impact of Semaglutide Shortage Resolution on HIMS' 2025 Projections and GLP-1 Sales

07:06GLP-1 Revenue vs. Profitability and Future Outlook

GLP-1 Revenue vs. Profitability and Future Outlook

09:49FDA Policy Clarification on Compounders and Implications for HIMS

FDA Policy Clarification on Compounders and Implications for HIMS

Part 3: Long-Term Investment Thesis

11:45Long-Term Investment Thesis for HIMS and the Importance of a Long-Term Perspective

Long-Term Investment Thesis for HIMS and the Importance of a Long-Term Perspective

13:23Analyzing HIMS' Long-Term Value Proposition: Free Cash Flow, Growth Rate, and Durability

Analyzing HIMS' Long-Term Value Proposition: Free Cash Flow, Growth Rate, and Durability

16:14Long-Term Valuation of HIMS and Comparison to Netflix

Long-Term Valuation of HIMS and Comparison to Netflix

Part 4: Acquisitions & Future Strategy

18:47FDA Memo Clarification on Semaglutide Compounding and Upcoming Earnings Call

FDA Memo Clarification on Semaglutide Compounding and Upcoming Earnings Call

21:36HIMS Acquisitions: Tribe Labs and Peptide Facility (CS Bio)

HIMS Acquisitions: Tribe Labs and Peptide Facility (CS Bio)

24:00Analysis of HIMS' Acquisition Strategy and the Potential of Peptide Therapy

Analysis of HIMS' Acquisition Strategy and the Potential of Peptide Therapy

27:17Relative Significance of HIMS' Acquisitions and the Potential of In-House Lab Capabilities

Relative Significance of HIMS' Acquisitions and the Potential of In-House Lab Capabilities

Part 5: Earnings Call & Long-Term Vision

31:51Upcoming Earnings Call: Expectations and Key Focus Areas

Upcoming Earnings Call: Expectations and Key Focus Areas

37:01Long-Term Vision for HIMS and Addressing Patient Needs Post-Semaglutide Shortage

Long-Term Vision for HIMS and Addressing Patient Needs Post-Semaglutide Shortage