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' 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 

Enhanced Group is not a good investment now because the risks are huge. The freshly de-SPACed owner of the Enhanced Games, where athletes on performance-enhancing drugs compete for $25M, has largely prospective revenue, a violently volatile price and regulatory, reputational and liability exposure with no clean comparable. The long-term case for a new category spanning sport, performance medicine, telehealth and media rights could be huge, but space, AI and defense names offer enough upside. … Show more

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 

Gorilla Technology's valuation looks very inexpensive on sales, but dilution and weak profits threaten what shareholders capture. Its roughly $279M market cap is about 1.4x guided 2026 revenue above $200M and roughly 0.6x its $450-500M 2027 target; shares outstanding rose about 63% year over year, while H1 adjusted EBITDA turned negative. This remains a high-risk, high-reward opportunity only if growth becomes sustainable profits without excessive further dilution. x.com 

An FDA advisory panel's backing for compounded peptides such as BPC-157 gives Hims & Hers a new high-margin growth engine. The committee voted 8-6 for expanded access, opening a consumer wellness peptide market Wall Street puts at $2.2 billion. Hims can use its existing 503A/503B compounding facilities and cross-sell to 2M+ subscribers at negligible acquisition cost. Conviction Buy, with a $78 target over 12-18 months: $30 a share for peptides and a rerating from about 3.5x to 7.5-8x EV/sales. … Show more

Hims & Hers, Nautilus Biotechnology, Viking Therapeutics, Protagonist Therapeutics and Eli Lilly have 10x potential as peptide-related stocks; peptides will create generational wealth this year. Nautilus has a $230 million market cap, Viking $3.5 billion, Protagonist $9.1 billion and Lilly $1.1 trillion. x.com  x.com  x.com  x.com  x.com 

The FDA's move on peptides is the biggest catalyst yet for Hims & Hers revenue re-acceleration, likely trapping short sellers. HHS Secretary Kennedy said the FDA will remove 12 peptides including BPC-157 and GHK-Cu from its high-risk category for review. Hims can capture this grey-market TAM at ~70–80% compounded margins through what may be the largest independent DTC network and its own peptide plants. 200k subscribers at $150–300 a month is $360M+ of ARR. Short interest tops 30%. 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 can reach $700+ within three years because the peptides market will catch many people off guard. x.com