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 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 

Hims & Hers' peptide business looks undifferentiated with relatively low barriers to entry, since nothing about providing peptides appears proprietary. Its edge would have to be scale and distribution, and it is not clear it is far ahead of other telehealth companies there. @JonahLupton notes Barron's said Hims could own 20% of the peptide market. x.com 

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 is a sentiment-driven stock, and peptide enthusiasm should return as actual peptide revenue gets closer. The peptide excitement has faded as expected, leaving shares around $27, an attractive fundamental setup. x.com 

Hims & Hers' latest earnings show a deteriorating business, and hype is not worth much when that happens. x.com  x.com 

Hims & Hers can reach $700+ within three years because the peptides market will catch many people off guard. 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 looks bearish on news that Chinese producers are moving into bootleg peptides sold in the US. Per a WSJ report shared by @tradfi, Chinese fentanyl precursor producers are pivoting to selling bootleg peptides in the US, and several Chinese peptide vendors were previously indicted in the US over the fentanyl trade. 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