HERMESINVEST

MAKING MONEY

[HERMESINVEST @HERMESINVEST1]

My $AMD thesis explained (thread):

[Trav @hypergrowth102]

You will never lose to Wall Street if you never use a stop loss.

[HERMESINVEST @HERMESINVEST1]

@moinvests28 It’s just going to be so much more

[Artur Raposo @Arturraposo1R]

This probably was not the smartest day to be selling $HIMS ...

Neither will be the next 365 days

[Eric Bryant | Multibagger Research @MultibaggerRsch]

The good news for $HIMS and $ENHA is that at these prices they don’t need peptides to become mainstream for them to work out.

But if peptides do go mainstream, I consider a 10x to be relatively conservative of an outcome.

[HERMESINVEST @HERMESINVEST1]

@M0neyr00m @himshouse It’s on discount

[Hims House @himshouse]

🚨 $HIMS OFFICIAL STATEMENT ON PEPTIDES

Progress on a Safer Pathway for Peptide Access
Written by Dr. Anant Vinjamoori

"Over the last two days the FDA’s Pharmacy Compounding Advisory Committee (PCAC) has been reviewing seven peptides for potential inclusion on the 503A Bulk Drug Substances List, and has recommended advancing six of the compounds discussed. That recommendation now goes to the FDA for formal consideration.

We’re grateful to Secretary Kennedy and President Trump for allowing this important conversation regarding peptides to take place, and look forward to the FDA's formal decision on all peptides under review. We remain committed to building the care system this category deserves."

[Artur Raposo @Arturraposo1R]

You are not ready for the bounce back

This is algorithms taking profits $HIMS

[Hims House @himshouse]

🚨 BREAKING: FDA PEPTIDE PANEL VOTES 'YES' ON SEMAX

$HIMS

[Bär @Alphabaerle]

$HIMS oh come on now, -10%? For what? Iran war? Oil price? Lol this is so ridiculous 😂

[HERMESINVEST @HERMESINVEST1]

@himshouse It’s so undervalued. It’s insane

[Hims House @himshouse]

$HIMS once again nearing April 2025 tariff "liberation day" levels

diabolical

[DME @dmeinvestor]

$HIMS selling off after the POSITIVE Peptides meeting changes nothing to my thesis. On the contrary.

$HIMS dropped below the 200 DMA and the 50 DMA and moved down to the 0.5 fib level at $28.84.

Let's see if it holds here or if it still moves lower to the 0.618 fib level.

ZERO changes to this chart.

After we get through this, I still expect $HIMS to move to its Wave 5 target.

Q2 earnings report is 2 weeks away.

[The Psycho Analyst @TheRealBirnbaum]

Sorry Martin but shorting $HIMS because of peptides is like shorting $AMZN because of rockets.

It literally doesn’t matter. It’s all upside that’s not priced in in the slightest.

[Antonio Linares @alc2022]

Today’s price decline is proportional to how misunderstood $HIMS is.

The market doesn’t know whether it’s a GLP-1 company, a peptide company or something else.

The asymmetry is vast as AI and consumer biotech come together and $HIMS becomes $COST for longevity.

[NightHawk Capital @NighthawkTradez]

Maybe now is the time.

$HIMS -12%

[Hims House @himshouse]

$HIMS -12% following genuinely great news

WHO'S BUYING MORE?!

[Antonio Linares @alc2022]

Peptides are a revolutionary new healthcare platform

Incumbents are intelligent enough to understand it, but they have the short term incentives to pretend it doesn’t exist

It’s deflationary to a system that manages symptoms instead of healing at the root, which is what peptides do

Further, most of the value will not accrue to the peptides themselves, but to the data layer that is able to personalize peptides for anyone at a marginal cost to maximize healthcare outcomes

The above is the basis for longevity as a service, which will be far more valuable than any subscription service we’ve see to date. It’ll make Amazon look irrelevant and consumers will do everything in their power to continuously buy into longevity upgrades for themselves and their loved ones

[Hims House @himshouse]

HOLY SH*T RJC IS BACK IN $HIMS

🏇🏇🏇🏇

[Hims House @himshouse]

$HIMS

"THE DECISION IS ONLY A RECOMMENDATION, AND THE FDA WOULD STILL NEED TO SIGN OFF AN AN ACTUAL RULE CHANGE. BUT ULTIMATE APPROVAL [OF BPC-157] SEEMS LIKELY" -THE ATLANTIC