Justin Pearson

[Justin Pearson @justinspearson]

POV: your fighting Katie Taylor

#PaulTyson

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 8, 9, and 10

https://t.co/sEO7PNSMFd

[Hims House @himshouse]

🚨 BREAKING: NOVO NORDISK $NVO IS "PLEASED WITH THE $HIMS PARTNERSHIP THUS FAR"

-TRUIST NOTE

[Justin Pearson @justinspearson]

$ASTS

BUY ALERT

PRICE: $83.40

[andrewdudum @AndrewDudum]

The Wegovy pill was approved in the UK yesterday. Pre-orders for our Juniper customers went live today.

That’s how healthcare should work. Drug manufacturers innovate, and customers don’t have to wait to feel great.

If you’re in the UK, we can’t wait to help you on your weight loss journey. Learn more here: https://t.co/CeSUxYQMQi

Important info here: https://t.co/d1UssORIhZ

[The Long Investor @TheLongInvest]

$HIMS INSIDER BUY

Insider purchased $1.17 million worth of shares:

Director David Wells

[Kevin Xu @kevinxu]

NEW TRADE: ALL IN $HIMS

- earnings on Mon 5/11
- 1st earnings since lawsuit dropped
- currently at $26, down from high of $72
- 34% short, things could get a bit squeezy

i believe wall street has not priced in massive consumer demand for direct healthcare especially peptides (huberman is bullish, youtube/tikok videos are trending sharply up)

the winning game here is to own the customer, and no other brand (incl amazon) has the mindshare nor the global distribution network of $HIMS

only risk is peptide regulation, but that's still a bit away and in this admin, likely to rule favorably

alerted my subscribers here first (ty for the support)

as a reminder: this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time to $10M again.

now at $62k.

prev trade was $IREN and im still bullish on it. will likely swing back to it next week after $HIMS earnings so i dont miss any new deal announcements

i could see myself swinging back and forth between these two for a while.

do your own research too. i spent an hour researching $HIMS on @alpha_ai (new app, launching soon)

lets go!

[The Long Investor @TheLongInvest]

CEO of the year

@AndrewDudum

[Justin Pearson @justinspearson]

This is why you sell the rip #TSLA

[Cole Grinde @GrindeOptions]

This is why you buy the dip.

[Hims House @himshouse]

🚨 BREAKING: BPI LABS -- ONE OF THE LARGEST 503B PHARMACIES STILL SELLING COMPOUNDED GLP-1s -- IS STOPPING PRODUCTION

- BPI Labs previously fulfilled for $HIMS (semaglutide)
- Rumor is that BPI was told by the FDA that they would be fined on a per vial basis
- 503B pharmacies were supposed to stop selling compounded GLP-1s over a year ago when the FDA declared the shortages resolved
- 503A pharmacies not impacted by this news, but signals the FDA is increasingly willing to crack down on compounded GLP-1s

h/t @ManOnThePen

[NightHawk Capital @NighthawkTradez]

$HIMS fam, today was a good day.

Enjoy it.

[Serenity @aleabitoreddit]

This announcement is the most bullish catalyst for $HIMS revenue re-acceleration to date.

This is amid:
- 30%+ of the float sold short
- new $NVO partnership/lawsuit dropped
- new global acquisitions
- recovering macro climate.

The share price is still $25, down from $70 last year.

Short sellers are likely in trouble:

$HIMS can capture market share at the ~70%-80% gross margins typical of their compounded products for the holy grail of the "Grey Market" TAM for peptides.

- EG. Healing: BPC-157 and Thymosin beta-4
- Hair & Skin: GHK-Cu
- Weight Loss & Muscle: MOTS-c and Ibutamoren

And now they're probably the world's largest independent DTC distribution network to date from their new acquisitions...

So just running a peptide protocol subscription between $150 to $300, for 200k subscribers is $360M+ in high-margin ARR.

As just one example, but now they have a worldwide net of customers.

They burned through capex last year to acquire peptide manufacturing facilities too... so now that's turned into a massive cash-cow business.

I said $HIMS would need fundamental changes in order to force shorts to cover, and this is probably that signal as seen with market data.

And $HIMS is turning into a fundamentally sound company after regulatory de-risking.

[Hims House @himshouse]

🚨 BREAKING: $HIMS APPLAUDS FDA'S MOVE TOWARDS REGULATORY CLARITY ON PEPTIDES

"Americans have been hearing a lot about peptide therapy, and, at Hims & Hers, we believe everyone deserves a responsible pathway to the latest innovations in longevity and wellness."

"The FDA’s plans to more clearly define the regulatory status of several peptides is an important step toward moving these treatments out of the gray market, and into more trusted channels overseen by vetted healthcare professionals."

[Hims & Hers Comms @HimsHersComms]

Today, the FDA moved towards bringing regulatory clarity on peptide therapy. At Hims & Hers, we believe innovation in longevity care must be guided by safety, transparency, and clinical excellence.

Read our statement from Dr. Pat Carroll: https://t.co/vDul6nPpbe

[Justin Pearson @justinspearson]

@TheValueTrade @Michael__GK @TheLongInvest Someone’s angry

[Justin Pearson @justinspearson]

@TheValueTrade @Michael__GK @TheLongInvest Okay bud

[The Long Investor @TheLongInvest]

$HIMS +8.7%

[Hims House @himshouse]

🚨 BREAKING: RFK JR SAYS FDA TO REMOVE PEPTIDES FROM CATEGORY 2

$HIMS $LLY $NVO

[Justin Pearson @justinspearson]

@AndrewDudum Looks like @ro is already ahead of the curve with partnering with @EliLillyandCo. Can we expect some kind of announcement soon on an Eli partnership with @wearehims @wearehers ? #HIMS $HIMS

[United Nations @UN]

Lebanon has been hit with one of the largest waves of Israeli airstrikes since the escalation began.

Civilians are bearing the brunt of these attacks.

Civilians are #NotATarget.