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 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 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 

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 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 

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 

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 faces continued selling pressure as GLP-1 competition intensifies. Q1 revenue of $608.1 million missed the $617.5 million estimate, gross margin was 65.0% versus 71.7% expected, and EPS turned negative for the first time since Q3 2023. Q2 EBITDA guidance of $35-55 million trailed the $70.1 million estimate, and the full-year EBITDA range was cut. Management's call for growth to reaccelerate from 4% to 18-20% looks doubtful, though revenue guidance and 30% short interest cap a short. … Show more

A recommendation to allow BPC-157 compounding would unlock a large new market for Hims & Hers. Demand for the peptide already exists but has lived on sketchy research-chemical sites for years. A yes vote would move that underground market into legal telehealth, where Hims & Hers has already built the capacity, making it a TAM unlock rather than a headline pop. x.com