Deep Dive: Can Hims Survive the GLP-1 Crackdown?
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Deep Dive: Can Hims Survive the GLP-1 Crackdown?

14:29 Mar 14, 2026
About this episode
In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.
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