In Episode 13 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the implications of Amazon's telemedicine announcements on Hims & Hers. They examine Amazon's pricing, offerings, and potential market overlap with Hims, while exploring whether this presents a serious threat or is overhyped by speculative narratives on platforms like Twitter. The conversation transitions to Hims’s strategic positioning, emphasizing customization, trust, and long-term customer relationships as competitive advantages. The team also delves into the regulatory uncertainty surrounding GLP-1 medications and how Hims is positioning itself with alternative treatments to address future challenges.
00:00 Welcome and Introduction
00:14 Amazon's New Pricing Announcement
01:31 Impact on Hims and Market Reactions
03:41 Patient Preferences and Pricing
06:50 Bear Arguments in Response To the News
12:09 Amazon Not Doing Weight Loss
13:33 Historical Context of Market Competition
23:56 Customer Base Overlap Between Amazon Prime and Hims
35:57 GLP-1 Supply Tracker and Regulatory Challenges
46:21 Conclusion
Website: https://himshouse.substack.com
Twitter/X: @himshouse
Discord: https://discord.gg/tJqGgVhkEt
Jonathan Stern - @jonathanrstern
Louis Stevens - @LA_stevens_
Dr. H - @stayathomedoc
