mon
Independent Analyst, High-Risk Small-Cap & Growth Investing
Peptide approval now looks inevitable, an extremely bullish outcome for Enhanced Group. Per @himshouse, an FDA panel voted yes on all four peptides under review: BPC-157, KPV, TB-500 and MOTS-C. Nathan Beaver, an attorney specializing in FDA issues, said the process will more than likely end where Health Secretary Kennedy wants, and RFK Jr. is likely to overturn the restrictions on peptides. x.com x.com
The FDA's July 23-24 peptide meeting is a massive catalyst for Enhanced Group and Hims & Hers. The FDA's Pharmacy Compounding Advisory Committee will review seven peptide families for possible inclusion on the Section 503A Bulks List; a listed peptide could then be compounded by compounding pharmacies under Section 503A rules. The committee's recommendation is advisory only, and the FDA makes the final decision. x.com
Enhanced Group could gain a massive new growth opportunity if peptide access expands after the White House completed its review of the FDA's interim policy. It plans to offer all six peptides potentially gaining access in a $2B-$3B market. Authorization for a reverse split is a concern. x.com x.com
Hims & Hers could gain a massive new growth opportunity if peptide access expands after the White House completed its review of the FDA's interim policy. Six peptides, including BPC-157, TB-500 and MOTS-c, could gain expanded access; Hims is preparing treatments. The potential market is $2B-$3B. x.com
Enhanced Group is not a good investment now because the risks are huge. The freshly de-SPACed owner of the Enhanced Games, where athletes on performance-enhancing drugs compete for $25M, has largely prospective revenue, a violently volatile price and regulatory, reputational and liability exposure with no clean comparable. The long-term case for a new category spanning sport, performance medicine, telehealth and media rights could be huge, but space, AI and defense names offer enough upside. … Show more
Peptides could fast-track Hims & Hers' patient network like Harry Potter did for Amazon. Its US-based supply chain, manufacturing and clinical network could serve new demand. The FDA's interim compounding policy cleared White House review and may be released any day, potentially allowing certain peptides; Lee Rosebush says six are in Category 1. The policy's terms remain unknown. x.com x.com x.com x.com
Hims & Hers' newly previewed Peptides+ offering could add a growth vertical to its healthcare platform. Management plans access to sermorelin, glutathione and NAD+; recent regulatory developments may also open a path for BPC-157 and TB-500, subject to further conditions. Rollout and commercial opportunity remain unproven, and margins and execution are still risks. x.com
Hims & Hers' peptide capabilities may be underappreciated, setting up a strong bounce after peptide news. Per @riyadosofian, it is the only telehealth company with a peptide facility and global distribution system. A strong bounce is expected now as the stock holds outside its wedge. x.com x.com
A draft HHS policy opening a regulated path for peptides advances Hims & Hers' peptide opportunity. CEO Andrew Dudum says its planned Peptides+ rollout would use clinician-led protocols and a fully US-based manufacturing and supply chain; the policy is still a draft. x.com
The FDA's move to loosen peptide restrictions is super bullish for Tempus AI as AI medicine opens the door to custom peptides, such as for treating a dog's cancer. Per HHS Secretary Robert F. Kennedy Jr., the FDA will remove 12 peptides, including BPC-157, from Category 2 of bulk substances raising safety risks and send them for expert review starting in July. x.com
With 29% of its shares sold short, Hims & Hers is set up to rally after an FDA panel voted 8–6, with one abstention, in favor of BPC-157, per @OracleNYSE. It looks like a decent swing over the next few days, as @TraderZ suggests. x.com x.com
Hims & Hers is built for peptide compounding, which the FDA is loosening restrictions on. About 30% of shares are sold short and need to cover, per Yahoo data. The stock could test the $40 channel top and recent high within days. x.com x.com x.com x.com
