Hims House Geoff Cook (Noom CEO) - The future of compounded GLP-1s
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Sep 4, 2025 Geoff Cook, CEO of Noom, discusses the company's innovative approach to behavioral health and the shift towards GLP-1 microdosing. He emphasizes the importance of democratizing longevity medicine while navigating regulatory challenges and market dynamics. Geoff shares insights on the evolving healthcare landscape, including the integration of AI and personalized solutions. The conversation also touches on strategic partnerships, potential legal risks, and the future of health tech, as Noom adapts to compete in a saturated market.
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Use A High-Priced Drug List As An Escape Valve
- Create a market-based escape valve for overpriced drugs by linking a high-priced drug list to shortage rulings.
- Geoff recommends adding drugs priced far above international norms to a list that allows compounding manufacturers to enter and lower prices.
WSJ Ad And Daughter's Cartoon
- Geoff ran a Wall Street Journal ad highlighting a 'high-priced drug list' and credited his daughter for the cartoon art.
- He used the ad to call attention to drug pricing and proposed policy fixes.
APIs Are A Small Slice Of Unit Cost
- API cost is a small share of compounded GLP-1 unit economics, so extreme tariffs only modestly raise COGS.
- Geoff estimates API adds roughly $10–$25, so a 200–300% tariff might raise per-dose cost by ~$20–$30.