In Episode 47 of Hims House, Jonathan Stern and Patrick “Bayside” Lester talk to Lee Rosebush, chair of the Outsourcing Facilities Association (OFA), about what’s really going on with GLP-1 medications and peptide compounding. We the FDA warning letters over drug ads, what the new FDA “Green List” means for the future of compounding, and whether the DDC list (which could restrict what’s “too hard” to compound) or MFN drug-pricing might change the rules. We also touch on the MAHA PAC, recent patent challenges to sema and tirz, and what all this could mean for patient access in the near future.

Note: Conversation includes legal/policy and financial analysis; none of it is legal or financial advice.

(00:46) Lee’s Twitter comeback

(02:09) FDA’s warning letters to drug advertisers

(12:41) Lee on the Lilly vs. Willow/Mochi lawsuits

(20:45) GLP-1 patents

(25:12) FDA “Green List”

(28:51) Is a compounded GLP-1 crackdown on the way?

(32:11) The DDC List

(36:48) MFN price negotiations

(44:15) MAHA PAC

(46:09) RFK on peptides and “patient access”

(50:35) Thoughts on Hims

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