Hims House

Ep 10 - Healthcare in the UK (Oct 28, 2024)


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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. Sekander shares insights about how his pharmacy mirrors Hims' model by offering premium services like mental health and weight loss medications. He highlights Hims' advantages in compounding medications, simplifying treatment adherence, and leveraging technology for better patient care. The group discusses the healthcare landscape in the UK, touching on public versus private care and the potential growth opportunity for Hims. They also explore Hims' focus on premium experiences, the role of AI in healthcare, and what investors should watch for in the upcoming earnings call.




00:00 Introduction and Sekander Amino Welcome


00:52 Day-to-Day at the Private Pharmacy


03:24 Initial Investment in Hims


03:51 Hims' Price Transparency and Accessibility


05:46 Compounded Medications and Personalized Care


07:07 Premium Experience and Product Evolution


15:59 Comparing UK and US Healthcare Systems


20:53 Opportunities in the UK Market


23:09 Hims' Generic Offerings


23:30 UK Healthcare System Overview


24:19 Hims' Market Potential in the UK


24:48 Compounding Pharmacies in the UK


25:40 Challenges in International Expansion


27:10 Hims' Strategic Focus


34:18 MedMatch and Mental Health


40:14 International Expansion Concerns


44:09 Q3 Earnings Expectations


45:54 Closing Remarks and Farewell



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Hims HouseBy Jonathan Stern

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