Ep 26 - Martin Shkreli: The Case for Hims & Hers скачать в хорошем качестве

Ep 26 - Martin Shkreli: The Case for Hims & Hers

Subscribe to Hims House: https://himshouse.com/subscribe Follow us: https://x.com/martinshkreli https://x.com/himshouse https://x.com/jonathanrstern https://x.com/baysidegrowth Join the Discord:   / discord   In this episode of Hims House, Jonathan Stern and Patrick Lester sit down with Martin Shkreli — one of the sharpest and most controversial voices in healthcare. They break down what’s driving Hims’ explosive revenue growth and why the company remains so widely misunderstood. The conversation covers the “Netflix of Healthcare” analogy, GLP-1 compounding and IP risk, and questions around long-term sustainability. Shkreli also breaks down the stock dynamics behind Hims’ unusually high short interest, how hedge funds and quants are positioned, and what the holder list — including Citadel, Farallon, and Renaissance — reveals about how the smartest players on Wall Street are positioned. The episode closes on valuation, scale, and why management execution is likely to be the single most important factor in how the Hims story plays out. 00:00 Introduction 04:00 The Netflix of Healthcare 05:52 Positive Second Derivative Revenue Growth 07:33 Founder-Led Companies 09:13 Comparing Hims to Google 15:30: The Importance of Management 20:15 Hims As Big As UnitedHealthcare? 24:50 GLP-1s and Hims 25:45 Why Big Stock Price Swings are Bullish 27:30 The Rise of Eli Lilly and GLP-1s 34:55 Ozempic Growth and Patent Challenges 36:01 The Complexities of Pharma Patents 44:50 Would Novo Sue Hims? 45:40 Hims, AI, and the Future of Healthcare Platforms 50:30 It's Time for a Healthcare Social Platform 55:19 The Debate on OTC Drugs and Healthcare Access 58:00 Stock Dynamics: Short Interest, Institutional Ownership, Retail Interest 01:06:06 Addressing the Top Bear Arguments 01:08:29 Insider Sales 01:13:24 Top Institutional Holders: Citadel, Farallon, Renaissance, and More 01:25:03 Hims Valuation Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions. $HIMS #hims #himsandhers #stockmarket #stocks #glp1