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 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

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.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 

Enhabit is in a disastrous financial situation, with management itself warning of substantial doubt about continuing as a going concern. It has $36M of pro forma liquidity while burning more than $20M a quarter, under six months of runway. That sets up a negative loop: a lower market cap makes raising capital harder, lowering confidence and the market cap further, which explains the downward spiral. The likely path is an inevitable capital raise. 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'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 

Enhabit looks very expensive at roughly 350x sales, and far more if TradingView's $1B market cap is right, though this comes without knowledge of the company or its future revenue. A post the author replies to counters that the brand is known by about 70% of people nationwide at a $340M market cap. x.com  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