Rocky Abad - Balboa

[BMSInvests @BMSInvests]

$ONDS

Well, here it is, finally..

The MASSIVE update to one of my largest pieces of work ever.

All my research and DD that I've accumulated over the last 18 months for $ONDS - all in one place.

All the details on $ONDS senior management, strategic partnerships, customers and investments.

I hope you enjoy reading through this insane ecosystem that $ONDS has created, just as much as I enjoyed compiling it for you all.

This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated.

CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @retail_mourinho @moninvestor @BlackPantherCap @CeoOndas

[Eric Brock @CeoOndas]

@ReeseMozer and @EnigmaAerospace making impressive strides. 👏🏼

[Mike @MikeLongTerm]

BREAKING $HIMS BofA $36 PT Upgrade 👀👀👀

Bank of America Global Research Raises Price Target on $HIMS to $36 from $25. (One of biggest bear)

Recent 13F also showed, BofA bought 2.87m shares to total ownership of 4,357,672 shares. We shall see if they add more in Q2 13F.

RIP short sellers!

[Hims House @himshouse]

$HIMS NOW HIRING HEADS OF GOVERNMENT AFFAIRS IN LONDON AND IRELAND

AND A HEAD OF INTERNATIONAL REGULATORY AFFAIRS IN LONDON

[Hims House @himshouse]

$HIMS

OLYMPIA PHARMACY - ONE OF THE LARGEST COMPOUNDING PHARMACIES IN THE NATION - BELIEVES THE MARKET FOR PEPTIDES COULD BE "10 TIMES BIGGER" THAN THE MARKET FOR COMPOUNDED GLP-1s

🤯🤯🤯

[Hims House @himshouse]

JAMEY MILLAR, EVP NOVO NORDISK:

SINCE THE $HIMS x $NVO DEAL WAS ANNOUNCED IN MARCH, $HIMS HAS DRIVEN THE MOST VOLUME AMONG NOVO'S TELEHEALTH PARTNERS

SOURCE: REUTERS

[Dr. Tomislav Marinovic @DrTomsLens]

$HIMS x Novo are crushing it together

[Hims House @himshouse]

$HIMS AT-HOME LAB TESTING COMING SOON?! 👀

I ran the job description through Claude to see what Hims might be up to....

"The short version: Hims is building its own FDA-cleared, at-home HbA1c (diabetes/blood-sugar) test that customers collect themselves with a finger-prick at home — and they want to own the lab that processes it instead of renting Quest's."

"This isn't about getting a drug approved. It's about getting a diagnostic device cleared by the FDA."

🔥🔥🔥

[andrewdudum @AndrewDudum]

Following the latest clinical evidence = more access and less stigma for men with low testosterone.

Excited to see what comes next here.

[Hims House @himshouse]

TODAY IS THE FIRST MONDAY THAT $HIMS HAS RANKED AHEAD OF RO SINCE DECEMBER 22, 2025

MONDAYS ARE WHEN HIMS, HERS, & RO RANK HIGHEST

FIRST TIME IN 26 WEEKS

🔥🔥🔥

[GUL @gulVasikova]

$HIMS $HIMS is becoming harder and harder to ignore.

A lot of people still see HIMS as just a telehealth company, but the business is evolving into something much bigger.

Over the last few months they’ve partnered with Novo Nordisk, expanded internationally through the Eucalyptus acquisition, and are targeting more than $6.5B in annual revenue by 2030.

What caught my attention most is the peptide discussion.

If the FDA ends up easing restrictions on certain peptides, HIMS is already positioned with its own U.S. facility and a large existing customer base. That doesn’t guarantee success, but it gives them a head start.

The way I see it, HIMS is building an ecosystem, not just selling prescriptions.

Weight loss.
Primary care.
Mental health.
Wellness.
Personalized treatments.

All under one platform.

The market is still debating whether HIMS deserves a healthcare multiple or a technology platform multiple.

That distinction could matter a lot over the next few years.

Execution and regulation remain the biggest risks, but the company continues to add new growth drivers while expanding its reach.

That’s why so many investors remain bullish despite the stock’s strong run.

[Rocky Abad - Balboa @Balboa29_11]

$HIMS 🔥🔥🔥

[Polymarket @Polymarket]

JUST IN: FDA to consider loosening restrictions on certain peptide injections this summer.

[Polymarket @Polymarket]

JUST IN: FDA to consider loosening restrictions on certain peptide injections this summer.

[NightHawk Capital @NighthawkTradez]

🚀 THE TICKER IS $HIMS

[Mike @MikeLongTerm]

$HIMS $39 PT Upgrade & Comment from Barclays ✍️

Context: Barclays analyst Glen Santangelo maintained an Overweight (equivalent to Buy) rating on Hims & Hers Health (HIMS) and raised the price target from $29 to $39 this week.

"Our proprietary data points to a clear inflection post-Novo. Our alternative data has started to show improvement in the time since the partnership was announced on March 9. There has been a positive inflection in April (+12% y/y) followed by even stronger traffic in May (+35% y/y). As for our proprietary Barclaycard data, the number of transactions is improving on a sequential basis (+16% m/m in May), and total spend is up (+14% m/m in May) – which we believe is partially a function of the switch from multi-month subscriptions to a single-month model for the branded GLP-1s. While we appreciate this could create somewhat of an air pocket in the NT, we do not expect any impact to longer-term results. Finally, we looked at the number of monthly active users across the Hims and Hers apps, and we found a similar trend with MAU +21% m/m in May. In total, we believe these data points suggest HIMS is experiencing a meaningful reacceleration of their GLP-1 business which supports the expected ramp over the back half of the year."

[Rocky Abad - Balboa @Balboa29_11]

@arthritisfinger @growthrapidly El sentimiento ha cambiado ☝🏼

[andrewdudum @AndrewDudum]

@realChewyFanboy @himshouse Coming soon!

[Hardik Shah @AIStockSavvy]

$HIMS | Barclays maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐇𝐢𝐦𝐬 & 𝐇𝐞𝐫𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟗 𝐟𝐫𝐨𝐦 $𝟐𝟗

Analyst sees proprietary data showing a meaningful reacceleration of the GLP-1 business, supporting an expected ramp over the back half of the year.

[Hims House @himshouse]

$HIMS ALT DATA HASN'T LOOKED THIS GOOD IN 12+ MONTHS 🔥

Here's our latest Q2 revenue prediction + $HIMS Data Tracker:

(link below)

[Hims House @himshouse]

$HIMS $NVO $LLY

WEGOVY PILL ACCOUNTED FOR 33% OF ALL WEGOVY PRESCRIPTIONS IN MAY

- Hit 159k weekly total Rxs for the week ending Jun 5
- Pill was 40% of total new Wegovy Rxs that week
- Overall GLP-1 category is ACCELERATING: +33% y/y in May, vs 32% in Apr and 31% in Mar