Gabz
Stock & Crypto Trader, SuperTrend Indicator Owner
Hims & Hers' platform is expanding through regulatory catalysts. An FDA advisory committee voted on adding BPC-157 to the allowed pharmacy compounding list, which could widen its treatment set. Eli Lilly's retatrutide FDA filing slipping to Q1 2027 from the second half of 2026 is also bullish for Hims & Hers. x.com x.com
Hims & Hers became the world's largest consumer health platform by quietly completing its Eucalyptus acquisition while investors gave up on it amid FDA scrutiny and GLP-1 lawsuits. The deal adds the UK, Australia, Japan and Germany. After a 50% drop from its highs, the chart has bottomed and built support, and it is now flashing a signal above the 200-day EMA with 29% of the float still short. 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' 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 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 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 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 faces mounting headwinds from an FTC lawsuit and a setback to its peptide expansion. The FTC alleges deceptive subscription practices and improper sharing of sensitive health data with ad platforms. An FDA advisory panel also voted against adding emideltide to the 503A Bulks List, a blow to Hims' peptide and compounding plans. 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 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
Hims & Hers looks good on paper, but past revenue growth does not guarantee future growth and margins are falling, which is very bad. Its peptides story could rerate the stock if executed, but it brings another regulatory overhang: peptides will be in regulation headlines every day and the stock will trade on them. 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
