william

“Taking time slow” -Miguel | writer | use X to follow $HIMS, $ASTS, $TEM, $UPST, $AXON, $AMZN, $GOOG, $PLTR, $COIN

[william @silent_billd]

100%

[Paul Cerro @paulcerro]

Everyone knows that I'm not shy about changing my opinion on $HIMS should the facts change.

As of right now, with $NVO litigation risk subdued, the facts have changed, which enabled us to once again take a long position in $HIMS during the second quarter.

I think $HIMS is still being misunderstood as a company, and analysts, along with its retail cult, are focusing on the wrong things.

See our updated thesis below for why we're long the stock, and why we think it could return multiples of its current price should Andrew (CEO) decide to not push the limits of the law once again.

[Polymarket @Polymarket]

JUST IN: Montana is set to become the first U.S. state where companies can sell certain experimental drugs to consumers outside FDA approval pathways.

[william @silent_billd]

@hims Keven hart and the rock would make great sponsors for fall ad campaign.

[Mind Investor @mind1nvestor]

$HIMS

It has to be bullish... right?

The market has a habit of disappointing the majority first.

[Stocker-Man @TheStockerMan]

I’m having fun reading all these posts about people panic selling $HIMS.

The same people panic selling today will be the first ones chasing it higher when the narrative flips.

[The Long Investor @TheLongInvest]

$HIMS needed another test of the $25 support level that has been in place since 2024

Carry on.

The 200 WMA just slightly below has never been lost.

Opportunity to add to your position here

[Hims House @himshouse]

🚨 $HIMS CHIEF MEDICAL OFFICER PUBLISHES OP-ED

"When regulators and medical institutions refuse to engage with something patients are seeking, it doesn’t make the demand disappear – and it doesn’t make it safer. It just pushes people into an unsafe gray market. We can't pretend that is a sustainable solution, especially in a world where peptides are part of the future of medicine."

"For many peptides, randomized controlled trials do not exist and may never come. These compounds are often old, cheap or unpatentable, so no company has a financial incentive to spend the hundreds of millions of dollars a trial costs."

"And while these trials are important to understanding the safety and efficacy of drugs, 'no randomized controlled trial' is not the sameas 'no evidence.' "

[Hims House @himshouse]

$HIMS RECLAIMS $30

🐎🐎🐎

[Hims House @himshouse]

🚨 $HIMS HAS OVERTAKEN RO ON THE iOS APP STORE CHARTS FOR THE FIRST TIME ALL YEAR

Trailing 7-day avg ranks:

Hers: #16
Hims: #19
Ro: #21

🔥🔥🔥

[Jordan @GainsOnPaper]

I’m sorry but $RKLB is NOT undervalued at a $40b market cap.

$ASTS is NOT undervalued at a $20b market cap.

The wind in the space theme sails has dissipated and will remain gone for some time.

IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone.

Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true.

Expect to see $RKLB in the 40s, $ASTS in the 30s.

$SPCX will be under a $1T market cap.

[Hims House @himshouse]

$HIMS

Fun freaking day at Hims House

Thanks to everyone for following along

I think this will go down as the biggest day in HH history in terms of # of impressions

Also incredibly cool to see so many of the people I’ve interviewed over the last year in DC today fighting for peptides

@LeeRosebush @DrJesseMorse @DrAlexTatem (soon), Scott Brunner, @max_enhanced @maxmarchione and many more

HOT PEPTIDE SUMMER IS ON 🌶️

[🌸JL🌸 @na_la_la]

Cosmically, wood is more rare than diamonds.

[Paul Cerro @paulcerro]

Totally agree that most peptides (outside GLP-1s) are fake medicine, but it doesn't matter. People are too dumb to think/know otherwise, and providers these days are obviously not the best gatekeepers anymore when money or quotas are involved.

People once thought radioactive water gave them energy and lobotomies were a medical breakthrough

End of the day, people are still going to take them, which is why RFK rigged the panel with pro-peptide influencers

Not fighting the tape on $HIMS when science doesn't matter anymore and regulators don't care. Not worth it.

https://t.co/xhOEP1e23B

[Hims House @himshouse]

🚨 BREAKING: FDA PEPTIDE PANEL VOTES YES ON BPC-157

$HIMS

[andrewdudum @AndrewDudum]

@dranantmd is the clinical voice this conversation needs. Glad to have him sharing real-world experiences at the FDA this week.

[Shay Boloor @StockSavvyShay]

AT&T CEO John Stankey says its $ASTS partnership should begin coming to fruition next year with service working seamlessly on customers’ existing devices.

“If they walk off the network, they’re not going to walk off the network.”

[Hims House @himshouse]

The ticker is $HIMS

[Fundamental Investing @Investinc_Intel]

$NVO HAS CAPTURED 89% OF THE WEIGHT LOSS PILL MARKET!

$LLY HAS CAPTURED JUST 11%

I this a coincidence or does it help to partner with Telehealth GIANTS?! $HIMS https://t.co/fMGdQDt9Oy

[Hims House @himshouse]

$HIMS

🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY

Peptides insider @DrJesseMorse expects approval

We discuss the FDA briefing document recommending *against* the 7 peptides, what the odds of approval are for each of the peptides under review (including BPC-157) and why U.S.-made API could be a major advantage for $HIMS

01:37 - FDA briefing document
03:24 - Getting peptides back in front of the FDA
08:58 - Prescribing peptides back in 2017
12:42 - Peptides safety data
16:08 - BPC-157 deep-dive and odds for approval
22:56 - TB-500 deep-dive
26:15 - Approval odds for the other 5 peptides
31:02 - Peptide efficacy data
34:40 - FDA politics and final decisions
40:30 - Peptides market size
42:48 - Training the doctors
47:20 - Shipping hurdles and gray-market risk
53:25 - Why peptides could reshape healthcare

Not financial, legal, or medical advice