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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