Joel
Long-Term Growth Investor & Options Trader
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
Injectable and oral testosterone therapies give Hims & Hers a significant new men's-health growth opportunity beyond its core offerings. The launch is its largest expansion in men's health to date, addressing a condition affecting nearly 20 million US men. The move adds to a very bullish outlook on where the company is headed. 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
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' 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
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
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 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
The FDA peptide panel's vote to put BPC-157 on the 503A compounding list opens an entirely new peptide vertical for Hims & Hers, which can now legally offer the most widely used of the peptides reviewed. Its in-house peptide manufacturing facility gives it an edge over every other telehealth provider in scaling that business. x.com
Hims & Hers will keep missing if Eli Lilly protects retatrutide with a biologic patent and traditional GLP-1 prices keep falling. Other peptides beyond GLP-1s are years away, and there are not enough effective and safe ones to drive meaningful revenue. x.com x.com x.com
Hims & Hers can reach $700+ within three years because the peptides market will catch many people off guard. x.com
