6/ Instead, HIMS has opted to sell a drug that at best won’t do anything and deceive patients.

Absolutely shameful.

5/ In the latest episode of "Drug Dealin’" – Kenny and I spend a lot of time discussing how Telehealth players acting as this front door can actually improve patient health and agency.

Listen here: youtu.be/BWLdXCsWrdQ?...

4/ Companies like HIMS should stick to being the “front door” for pharm-to-table vs. doing shady stuff like this.

There is a great benefit to patients when platforms reduce the friction to get treatment with real, regulated, and approved medications.

3/ Option B: Their copycat DOES use SNAC and it works, but they are blatantly infringing on one of Novo’s most closely held IPs.

That sound you hear is an army of lawyers marching to sue the crap out of HIMS.

2/ By launching this $49 "copycat" pill, HIMS is committing a massive crime one way or another:

Option A: Their copycat doesn’t use SNAC and effectively doesn’t work, but they are telling patients it does—meaning they are defrauding patients.

Spotify: open.spotify.com/episode/13e4...

Apple: podcasts.apple.com/us/podcast/e...

YouTube: www.youtube.com/watch?v=BWLd...

Who wins: mega-check muscle or platform-seed patience?

Full breakdown, tables, and the ShAbbVie inversion that almost was: www.bigpharmasharma.com/p/changing-o...

Rick Gonzalez burned > $100 B on splashy “WTF” acquisitions like Allergan & ImmunoGen.
New skipper Rob Michael? He’s firing cheaper shots-on-goal right after Phase 1 PoC—BBB tech, in-vivo CAR-T, amylin, siRNA—to grow future blockbusters in-house.

Links below:
Spotify: open.spotify.com/episode/4eLk...

YouTube: youtu.be/dv7swppsavo?...

Apple: podcasts.apple.com/us/podcast/d...

5/5 Want to see how a government-led “Abundance Agenda” for biotech could reshape our industry? Read the full thought experiment here: bigpharmasharma.substack.com/p/biotech-cz...

#biotech #Biopharma #innovation #Abundance

5/5 Want to see how a government-led “Abundance Agenda” for biotech could reshape our industry? Read the full thought experiment here: bigpharmasharma.substack.com/p/biotech-cz...

#biotech #Biopharma #innovation #Abundance

4/5 We’d also launch a Cure Bounty Program and invest in robust biomarkers and global partnerships to ensure that breakthroughs reach patients faster and more safely.

3/5 My plan focuses on accelerating FDA reviews, redirecting capital toward bold, diverse ideas, and creating new initiatives like a “Warp Speed 2.0” for discovery, plus expanded talent, manufacturing, & trial networks.

2/5 Inspired by my read of @ezrakleinbot.bsky.social & @dkthomp.bsky.social 's new book, "Abundance", I conducted a thought experiment, pretending to be biotech czar, and crafted an agenda that rethinks our scarcity mindset and unlocks a future of rapid, transformative innovation in medicines.