@belbeleggers Exactly !!!
They have consistently raised their soy annual revenue expectations we went into this year with an estimate of 2.7-2.9b then to 2.9-3B now 3.1-3.3B I won’t be suprise if we finish year end with 3.4/3.5b
Just wrapped a meeting with OIRA on HHS’s Interim Access Policy for Compounding Using Certain Peptides, and we’re grateful for the opportunity to discuss what regulated access to peptides should look like.
Let’s be clear: Countless Americans are already using peptides right now and the current environment isn’t serving them. Most are buying from unregulated gray markets, unvetted online retailers, or even at corner stores. They’re often getting products labeled ‘for research only’ or ‘for animal use,’ made entirely overseas under conditions no one can verify. These channels provide no real clinical oversight, no quality standards, and no record of what happened to the patient.
Peptide therapies hold meaningful potential to help millions of Americans live healthier lives, but only if they come with responsible, regulated pathways to care. Patients should be able to access peptides through licensed healthcare professionals providing ongoing clinical support, and US-based compounding, with active ingredients sourced from FDA-registered facilities. That’s how we’re building at Hims & Hers. That’s the standard for access we want to help set nationwide.
We appreciate the administration’s leadership in opening this path towards regulated peptide access, and look forward to seeing the interim policy move ahead.
🚨 BREAKING: $HIMS CHIEF MEDICAL OFFICER RELEASES OFFICIAL STATEMENT FOLLOWING WHITE HOUSE MEETING ON PEPTIDES
"Countless Americans are already using peptides right now and the current environment isn’t serving them."
"Patients should be able to access peptides through licensed healthcare professionals providing ongoing clinical support, and US-based compounding, with active ingredients sourced from FDA-registered facilities. That’s how we’re building at Hims & Hers."
"We look forward to seeing the interim policy move ahead."
$HIMS > Imagine it’s January 1, 2027.
The FDA / White House announces that peptides can only be distributed through Hims & Hers.
What’s your FIRST move when that news hits? 👀
After what seems like the millionth trip to the doctor and pharmacy for something that SHOULD have been an AI or video call and an on-demand delivery, I’m convinced this should be $HIMS next BIG vertical.
KIDS
@AndrewDudum this needs to happen. It would improve the quality of life for millions of parents.
Happy to help launch it. @himshouse agree?
Goldman Sachs raised their $ZETA Global price target…
PT: $30 → $45
Rating: Buy
Commentary:
Goldman "views Zeta as a "differentiated" marketing technology platform at the intersection of customer data, campaign activation, and measurement. The firm sees the company gaining share from legacy marketing platforms and fragmented point solutions. Zeta is positioned to benefit from its platform breadth as enterprises look to consolidate software spend and create room for AI investments... Goldman expects upside to consensus estimates to drive a further rally in the shares."
$ZETA
$HIMS
🚨 BREAKING: TWO PEOPLE FAMILIAR WITH THE WHITE HOUSE PEPTIDES PLAN SAY IT WILL ALLOW PHARMACIES TO COMPOUND SOME OF THE "MOST POPULAR PEPTIDES"
INCLUDING BPC-157 🔥🔥🔥
SOURCE: AP