Feb 12, 2025 · 18m · tbpn
REVIEW: HIMS Super Bowl Ad (Controversy)
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This video analyzes the controversy surrounding Hims & Hers Health's Super Bowl advertisement for compounded GLP-1 weight loss drugs, dissecting the company's aggressive marketing, regulatory risks, and intellectual property disputes. The hosts evaluate the viability of Hims' direct-to-consumer business model and the broader future of telehealth as a potential disruptor of modern healthcare.
Statements from this episode (10)
Hays: PillPack Founder TJ Parker Sold Company to Amazon for $1B
“TJ is the founder of pill pack, sold it to Amazon for a billion dollars, built a health tech company the hard way, like being very, very, very diligent about following the rules and working well with the regulators.”
Coogan: Hims Might Be Most Successful DTC Company Beside Chewy
“At ten billion dollars, it might be literally the most successful DTC company other than maybe Chewy to come out, but even that's more of an e-commerce platform.”
Hims bends rules because GLP-1 cash outweighs risks, says Hays
“Yes, of course they're bending the rules around compounding and like, but they seem to be okay with that risk appetite because they're printing so much cash off of this that they're like, it's one of those situations where they're like, even if we get, you kno…”
Coogan: Ro acts as a reseller for Novo Nordisk products
“So I believe Roe is a white labeling or reselling and really just a portal to the actual Novo product, which probably means lower margins.”
Hays: Compounding pharmacies can be purchased for under $1 million
“The thing about compounding pharmacies that it's fascinating is you can go and just buy a compounding pharmacy for less than a million dollars and just start making drugs.”
Coogan: Telehealth compounding stretches regulations meant for local pharmacies
“Compounding pharmacy regulations were written for, hey, your town might have a local pharmacist, and in a shortage, you should be able to walk down to the pharmacy, and they should be able to make you know, something that they can't otherwise buy, and then thi…”
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
Coogan: Telehealth will eventually replace primary care doctors for young people
“Eventually, I mean, you could see a lot of young people don't have primary care doctors. They could effectively replace that.”