Austin Barack
CIO of RockawayX Liquid, Fundamental Long/Short Investing
Bio Protocol looks poised to be a big beneficiary as the FDA lifts 12 peptides out of its Category 2 safety-risk list, which should massively accelerate peptide research and drug discovery and bring peptides into the mainstream. Health Secretary Robert F. Kennedy Jr. says the peptides, including BPC-157, go to expert review from July, shifting demand away from the black market. Bio Protocol's recent ADHD peptide research breakthrough strengthens its position. x.com
Bio Protocol is a leader in AI-accelerated distributed drug research, and people are meaningfully underestimating how fast AI will speed up new drug discovery. Per @paulkhls, a pipeline built by the Bio Protocol community designed a novel ADHD peptide candidate in 24 hours at a fraction of the usual cost and time. The token is well below prior highs with very negative funding that favors short squeezes, and could draw AI flows leaving Bittensor after the Covenant/Templar founder rugged holders. 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
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
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
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
RFK Jr.'s health department's notice that the FDA will not take action against pharmacies compounding six unapproved peptides brings Hims & Hers' peptide opportunity forward. Pharmacies can offer BPC-157, TB-500, epitalon, KPV, MOTS-c and semax now while a formal rule change is worked on. This is the most bullish news for Hims & Hers. x.com
Peptide deregulation could give Hims & Hers another powerful growth narrative, and it now appears to be happening. More than a dozen peptides may soon be removed from the banned list, unlocking a new wave of demand for peptide sellers this summer. x.com
The FDA's move on peptides is the biggest catalyst yet for Hims & Hers revenue re-acceleration, likely trapping short sellers. HHS Secretary Kennedy said the FDA will remove 12 peptides including BPC-157 and GHK-Cu from its high-risk category for review. Hims can capture this grey-market TAM at ~70–80% compounded margins through what may be the largest independent DTC network and its own peptide plants. 200k subscribers at $150–300 a month is $360M+ of ARR. Short interest tops 30%. x.com
BIO is the most underrated narrative in crypto, funding biotech research on-chain with a real use case and real-world impact, and it is starting to wake up. x.com
BIO should accelerate if participants in the PEPTAI sale pull 50–100x, drawing attention and capital back into the Bio Protocol ecosystem. More people would then accumulate BIO to stake or mint BioXP, which helps qualify for sale allocations, and liquidity would flow downstream into DeSci and biotech plays, lifting the whole sector. x.com
