In episode 69 of Hims House, Jonathan Stern welcomes back researcher and data analyst Cremieux to take stock of the GLP-1 and peptides market. Cremieux points to Epic&#x27;s new EHR dashboard as the best live read on adoption, backing estimates that roughly one in eight adults are on GLP-1s and one in five have tried them -- with cost and stigma holding back uptake until semaglutide generics arrive around 2031. They also dig into the next wave of GLP-1s, spotlighting glucagon combos like servadutide and mazdutide for dramatic liver-fat reductions, plus retatrutide&#x27;s standout weight-loss numbers. Cremieux pushes back on the claim that retatrutide preserves muscle and throws cold water on peptide hype, especially BPC-157, while flagging thymosin alpha-1 as the one with the most real clinical support. They close on why wearables rarely change behavior, and whether Ro will ever go public. 00:00 - Sponsor: Superpower 01:37 - What America looks like in 2030 03:58 - How many Americans are on GLP-1s today? 05:46 - Why price still keeps people off GLP-1s 06:32 - Generic GLP-1s in 2031 09:30 - The next-generation of GLP-1s 11:02 - GLP-1 effect on fatty liver disease 15:48 - Could the FDA fast-track retatrutide? 17:15 - The oral GLP-1 war: Wegovy Pill vs Foundayo 21:04 - Is it a myth that reta preserves muscle? 25:05 - ADA conference takeaways 27:23 - Why GLP-1s are likely safe over the long term 31:55 - BPC-157&#x27;s thin evidence + cancer risk 35:12 - Which peptides actually have the most evidence 38:20 - Peptides market dynamics 41:29 - Why wearables usually don&#x27;t change behavior 46:10 - Will Ro go public? 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.

Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

Hims House

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**Podcast:** Hims House

## Transcript

Welcome to Hims House. Today we have a conversation with Cremieux about GLP-1s, peptides, wearables and more. But first let me tell you about Superpower. Most people get blood work done once a year, glance at a few numbers and never really understand what any of it means. Superpower is the first time I've gotten blood work done and actually walked away knowing what's going on and what to do about it.

I tested over a hundred biomarkers and my results were in the app ready the next day. Their in-house AI then broke it all down for me. What was high, what was low and why each one actually mattered. I even put it head to head with ChatGPT and Claude and I have to say it's sharper and much much more precise because of all the context it has on me.

Superpower is also launching peptides soon and has acquired some interesting IP in the space. Join their waitlist at superpower.com slash peptides. And now here is my conversation with Cremieux. Hims House Episode 69. My name is Jonathan Stern. Today we're joined by Cremieux, the researcher and data analyst behind the famous Cremieux handle on Twitter,

where he posts regularly about genetics, psychometrics, public health and GLP-1s. Many of you will remember Cremieux from back in February. We had him on the show for an emergency podcast following him's launch of the compounded semaglutide pill. A lot has happened in the GLP-1 and peptides market since then, so we wanted to have him back to discuss it all. Cremieux, welcome back to Hims House. Thanks for having me on.

Let's start with a cultural question. You wrote earlier this year that there are no more excuses to being fat. Other people have made similar comments, which is that pretty soon everyone is going to be hot. What do you think America is going to look like in 2030 as a result of GLP-1s and peptides and the overall longevity boom?

Yeah, so a really wonderful thing happened, like, what was it, two weeks ago or so? The EHR company Epic, Electronic Health Records, you know, the guys, you go in your doctor's office, they pull up your records, that's them. They released a dashboard showing the obesity rates and they update it quarterly. They also provide the GLP-1 prescription rates and they also update that quarterly.

So we have now fairly live data on how much people are using GLP-1s, at least through the, you know, through the doctor's offices and where the obesity rates are going for more than 100 million Americans. It's a huge, huge, massive data set. Definitely the best resource for monitoring this. And it seems to show the rates have been going down for about five years now. They are continuing to go down into Q1 of 2026. So the way I see America in a few years is skinnier than that.

I imagine America will make substantial headway getting back to its, for example, obesity rate in 1980. It'll get back to being much, much skinnier. In a few years, though, I don't think it'll get too ...

Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

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Cremieux - Half of America could be on GLP-1s by 2030 (and why peptides are probably overhyped)

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.