degentrading
Former TradFi Options Market Maker, Delegate at Lido DAO
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.comÂ
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.comÂ
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.comÂ
Tempus AI deserves a management-quality discount because of governance and credibility risk around Lefkofsky, not established medical malpractice. His history, including his Groupon tenure, how Tempus acquired Ambry, and unresolved allegations mean it should not be treated as a clean long-term compounder until cash flow, AI-derived revenue and related-party disclosures become much clearer. The stock may still trade well technically. x.comÂ
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.comÂ
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.comÂ
Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.comÂ
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.comÂ
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.comÂ
Biotech is the next AI trade, as AI turns drug discovery from a 10-year guessing game into a data problem while investors still treat the sector like a casino. Tempus AI uses a large clinical dataset for AI diagnostics; Recursion maps over a trillion cells with Genentech and Sanofi as partners; CRISPR Therapeutics has catalysts before end-2026; Absci designs antibodies with generative AI and starts Phase 2; Schrödinger sells physics-plus-AI design software and posted a surprise profit. x.com … Show more
Hims & Hers Health is likely to run up into July 23, 2026, when an FDA advisory committee meets to review whether peptide drug substances can be compounded. The committee will discuss adding BPC-157, KPV, TB-500 and MOTs-C to the 503A Bulks List, and the announcement already sent the stock gapping higher. x.comÂ
