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🚨 NEEDHAM ANALYST RYAN MACDONALD: PEPTIDES COULD BE A $30+ BILLION MARKET AND $HIMS IS POSITIONED TO WIN A BIG SHARE This is most thorough deep-dive we've done on the business side of peptides: We discuss the latest peptide news, how the FDA / PCAC process actually works, the... size of the peptide opportunity, $HIMS' potential share, the Novo partnership, branded vs compounded economics, short interest, competition, valuation, and more. 🔥 01:58 - FDA briefing document breakdown 04:15 - The timeline of peptide approval 09:50 - Category 1 vs 503A Bulks List 11:34 - When will telehealths start to sell peptides? 14:25 - Sizing the peptide market 19:31 - Hims’ peptide share 21:55 - Peptide pricing & margins 24:45 - Peptides likely a 2027 revenue story 29:58 - Hims-Novo deal check-in 32:11 - Branded vs compounded GLP-1s margins 35:27 - Pills vs injectables 40:43 - International 42:04 - Hims' moat 46:22 - 2030 targets and valuation models 50:32 - Shorts, insiders, and catalysts Not financial, medical, or legal adviceshow more

Hims House

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🚨 THE PEPTIDES BULL CASE FOR $HIMS Jonah Lupton - Founder & CIO of FirstWave Capital We discuss how peptides fit into Jonah's thesis for Hims, Jonah's $30K/year peptide regimen, the possibility of Hims x Lilly, retatrutide, and why he thinks Hims could 10x over the next 10 years 02:34 - How Jonah got into peptides 03:39 - Current Hims position 05:04 - Original Hims thesis in the teens 09:12 - FDA peptide timeline & July meeting 15:03 - Peptides are "80% of the thesis" 18:37 - Jonah's personal peptide stack 26:00 - Spending $30K a year on peptides 28:47 - Black market and WhatsApp China 30:25 - Gray market and the COA problem 31:05 - Why Hims wins on legitimacy 32:36 - Best, not first 32:54 - Frustration with Hims transparency 35:28 - Speed vs the Apple approach 37:45 - Surviving the Novo scare 42:46 - Branded vs compounded future 44:41 - Why Lilly matters more than Novo 50:18 - Valuation and the 2035 model 57:04 - Wrap up and other peptide plays Not financial, legal, or medical advice

🚨 THE PEPTIDES BULL CASE FOR $HIMS Jonah Lupton - Founder & CIO of FirstWave Capital We discuss how peptides fit into Jonah's thesis for Hims, Jonah's $30K/year peptide regimen, the possibility of Hims x Lilly, retatrutide, and why he thinks Hims could 10x over the next 10 years 02:34 - How Jonah got into peptides 03:39 - Current Hims position 05:04 - Original Hims thesis in the teens 09:12 - FDA peptide timeline & July meeting 15:03 - Peptides are "80% of the thesis" 18:37 - Jonah's personal peptide stack 26:00 - Spending $30K a year on peptides 28:47 - Black market and WhatsApp China 30:25 - Gray market and the COA problem 31:05 - Why Hims wins on legitimacy 32:36 - Best, not first 32:54 - Frustration with Hims transparency 35:28 - Speed vs the Apple approach 37:45 - Surviving the Novo scare 42:46 - Branded vs compounded future 44:41 - Why Lilly matters more than Novo 50:18 - Valuation and the 2035 model 57:04 - Wrap up and other peptide plays Not financial, legal, or medical advice

Hims House

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$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider Jesse Morse, M.D. 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

$HIMS 🚨 THE FDA PEPTIDES VOTE IS DAYS AWAY Peptides insider Jesse Morse, M.D. 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

Hims House

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$HIMS $LLY $NVO 🚨 BREAKING: Noom is acquiring a 503A pharmacy to prepare for the peptide boom We sat down with Geoff Cook (Noom CEO) to discuss why vertical integration is so important, how large the peptide market is going to be, and the evolving dynamics between telehealth platforms and big pharma A great episode with one of the best CEOs in the game - thanks again, Geoff! 00:00 - Why pharma needs DTC platforms 03:03 - Noom's 90% revenue growth 05:01 - Why Noom bought Tailor Made Compounding 07:29 - The case for vertical integration 08:56 - Compounded GLP-1s aren't going anywhere 16:48 - The Hims-Novo deal 19:08 - Noom's pitch to next-gen pharma 24:24 - Peptide market sizing 25:33 - Why GLP-1 users will buy peptides first 27:22 - Ten million potential peptide patients 👀 30:09 - When will legalization happen? 31:09 - Tracking the FDA green list 34:26 - Who wins when peptides go legal? 37:58 - Why Noom won't rush peptide launch 39:33 - Geoff's BPC-157 ski injury recovery 46:42 - Expanding at-home labs past 30 biomarkers 52:47 - Noom IPO coming?! Not financial, legal, or medical advice

$HIMS $LLY $NVO 🚨 BREAKING: Noom is acquiring a 503A pharmacy to prepare for the peptide boom We sat down with Geoff Cook (Noom CEO) to discuss why vertical integration is so important, how large the peptide market is going to be, and the evolving dynamics between telehealth platforms and big pharma A great episode with one of the best CEOs in the game - thanks again, Geoff! 00:00 - Why pharma needs DTC platforms 03:03 - Noom's 90% revenue growth 05:01 - Why Noom bought Tailor Made Compounding 07:29 - The case for vertical integration 08:56 - Compounded GLP-1s aren't going anywhere 16:48 - The Hims-Novo deal 19:08 - Noom's pitch to next-gen pharma 24:24 - Peptide market sizing 25:33 - Why GLP-1 users will buy peptides first 27:22 - Ten million potential peptide patients 👀 30:09 - When will legalization happen? 31:09 - Tracking the FDA green list 34:26 - Who wins when peptides go legal? 37:58 - Why Noom won't rush peptide launch 39:33 - Geoff's BPC-157 ski injury recovery 46:42 - Expanding at-home labs past 30 biomarkers 52:47 - Noom IPO coming?! Not financial, legal, or medical advice

Hims House

55,711 görüntüleme • 4 ay önce

🚨 $HIMS HOUSE - NEW EPISODE!! Max Marchione - Founder & CEO of Superpower Hims' Super Bowl ad, peptide market explosion, the health super-app race, what Hims might be building with its new AI talent, and why Max sees Hims as underpriced at these levels. One of the best episodes we've ever done. Thanks again Max! 00:00 - Sponsor: Mochi Health 01:58 - Why Hims' Super Bowl ad works 03:52 - Membership + manufacturing + pharma 2.0 06:33 - Superpower's approach 10:19 - The peptide market explosion and retatrutide 16:13 - Health "super-app" race: Hims, Whoop, Oura, Superpower 19:50 - Deep dive into peptides and regulatory outlook 27:50 - Superpower's product roadmap 28:39 - Pharma 2.0 and consumer-driven wellness 30:25 - Labs pricing strategies and market dynamics 36:51 - AI and engineering: what is Hims building?! 42:25 - Hims valuation: 10x (or even 100x) potential 🤯 47:27 - Future of GLP-1s Not financial, legal, or medical advice

🚨 $HIMS HOUSE - NEW EPISODE!! Max Marchione - Founder & CEO of Superpower Hims' Super Bowl ad, peptide market explosion, the health super-app race, what Hims might be building with its new AI talent, and why Max sees Hims as underpriced at these levels. One of the best episodes we've ever done. Thanks again Max! 00:00 - Sponsor: Mochi Health 01:58 - Why Hims' Super Bowl ad works 03:52 - Membership + manufacturing + pharma 2.0 06:33 - Superpower's approach 10:19 - The peptide market explosion and retatrutide 16:13 - Health "super-app" race: Hims, Whoop, Oura, Superpower 19:50 - Deep dive into peptides and regulatory outlook 27:50 - Superpower's product roadmap 28:39 - Pharma 2.0 and consumer-driven wellness 30:25 - Labs pricing strategies and market dynamics 36:51 - AI and engineering: what is Hims building?! 42:25 - Hims valuation: 10x (or even 100x) potential 🤯 47:27 - Future of GLP-1s Not financial, legal, or medical advice

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🚨 NEW EPISODE!!! $HIMS Q4 EARNINGS RECAP & BREAKDOWN Thanks to the great Manu Invests for joining the show! We discuss Hims' Q4 results & 2026 guidance, including the three big elephants 🐘🐘🐘 that management didn't address: the Novo lawsuit, FDA/DOJ/SEC probes, and the compounded semaglutide pill chaos. We also dig into why Mark is still long Hims despite everything and why peptides could be the next "GLP-1 moment". 01:57 Q4 2025 earnings recap 05:22 2026 guidance & Eucalyptus impact 09:34 Unanswered issues: Novo, FDA/DOJ, SEC 14:06 Semaglutide pill chaos 19:49 International expansion 23:38 U.S. core slowdown 24:50 Why Mark still holds HIMS 27:44 Labs: acquisition and flywheel 31:14 Execution on new launches 34:55 Peptides 38:58 What is Hims’ new AI team building?! 41:30 Ranking risks: Novo vs. FDA vs. DOJ vs. SEC 44:00 Hims x Lilly? 47:44 Sentiment drag 54:48 Valuation and stock price 57:36 2026 predictions Not financial, investment, or legal advice

🚨 NEW EPISODE!!! $HIMS Q4 EARNINGS RECAP & BREAKDOWN Thanks to the great Manu Invests for joining the show! We discuss Hims' Q4 results & 2026 guidance, including the three big elephants 🐘🐘🐘 that management didn't address: the Novo lawsuit, FDA/DOJ/SEC probes, and the compounded semaglutide pill chaos. We also dig into why Mark is still long Hims despite everything and why peptides could be the next "GLP-1 moment". 01:57 Q4 2025 earnings recap 05:22 2026 guidance & Eucalyptus impact 09:34 Unanswered issues: Novo, FDA/DOJ, SEC 14:06 Semaglutide pill chaos 19:49 International expansion 23:38 U.S. core slowdown 24:50 Why Mark still holds HIMS 27:44 Labs: acquisition and flywheel 31:14 Execution on new launches 34:55 Peptides 38:58 What is Hims’ new AI team building?! 41:30 Ranking risks: Novo vs. FDA vs. DOJ vs. SEC 44:00 Hims x Lilly? 47:44 Sentiment drag 54:48 Valuation and stock price 57:36 2026 predictions Not financial, investment, or legal advice

Hims House

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🚨 WHAT IS $HIMS MOAT IF ANYONE CAN LAUNCH A TELEHEALTH STARTUP OVERNIGHT? Today I'm joined by Eli Dorf, founder of Bask Health, the software platform that powers telehealth brands from launch to payments to pharmacy fulfillment. We discuss $HIMS' real competitive advantages, the rise of the first 2-person billion-dollar telehealth brand (MEDVi), whether Hims should build a wearable, the future of GLP-1s and peptides, and whether Ro will go public. Awesome conversation -- huge thanks to Eli for joining the show. 02:18 - What Bask Health does 03:19 - Launching a telehealth brand overnight 07:21 - Can anyone copy Hims? 14:28 - Bask's business model 16:28 - Fragmentation hits telehealth margins 19:48 - Medvi's cautionary tale 21:56 - What are Hims' real moats 25:29 - Data, AI, and wearables 26:39 - Should Hims sell hardware? 30:15 - FDA pressure on GLP-1s 33:44 - Peptides as the next GLP-1 moment 36:48 - Payment processing and LegitScript 41:05 - Why peptide trust matters 43:52 - The health super-app race 47:44 - Ro vs Hims 50:45 - Will Ro go public? Not financial, legal, or medical advice

Hims House

59,240 görüntüleme • 2 ay önce

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice

Hims House

48,323 görüntüleme • 2 ay önce

🚨 NEW EPISODE!! SAAD ALAM - CEO OF HONE HEALTH Saad Alam is the founder & CEO of Hone Health, a longevity startup with 9 figures of ARR. Saad is long $HIMS and has been on TRT and peptides for 8 years, so he speaks from real personal experience. (00:43) Saad's personal health journey (02:34) Hone's products, revenue, competitors (04:29) Enclomiphene vs. clomiphene (09:07) Testosterone market and demographics (14:10) What longevity means (19:25) Lab testing and biomarkers (22:09) Why Hone hasn't offered GLP-1s (25:14) "Everyone has a Chinese peptide dealer now" (33:53) Which peptides should Hims start with (35:38) Meta ads and the FDA crackdown on ads (40:43) Is primary care in trouble? (47:52) Why Saad is bullish on Hims

🚨 NEW EPISODE!! SAAD ALAM - CEO OF HONE HEALTH Saad Alam is the founder & CEO of Hone Health, a longevity startup with 9 figures of ARR. Saad is long $HIMS and has been on TRT and peptides for 8 years, so he speaks from real personal experience. (00:43) Saad's personal health journey (02:34) Hone's products, revenue, competitors (04:29) Enclomiphene vs. clomiphene (09:07) Testosterone market and demographics (14:10) What longevity means (19:25) Lab testing and biomarkers (22:09) Why Hone hasn't offered GLP-1s (25:14) "Everyone has a Chinese peptide dealer now" (33:53) Which peptides should Hims start with (35:38) Meta ads and the FDA crackdown on ads (40:43) Is primary care in trouble? (47:52) Why Saad is bullish on Hims

Hims House

83,182 görüntüleme • 9 ay önce

BPC-157 causing cancer? FDA shutting down peptide trials? “No human RCTs have ever been done on peptides?” In this video, Dr. Alex Tatem — board-certified urologist and fellowship-trained men’s health specialist — reacts to viral claims made on Shawn Ryan Show about BPC-157, TB-500, peptides, angiogenesis, cancer risk, and peptide safety. We break down: • Whether BPC-157 actually causes cancer • The truth about angiogenesis and tumor growth • FDA regulation of peptides and compounding • Why the “no randomized controlled trials” claim is completely false • Human clinical trial data on peptides • The real history of BPC-157 clinical studies • Huberman’s correction of viral peptide misinformation • Why peptide fearmongering could push patients toward unsafe gray-market sourcing This is not bro-science or influencer hype. This is a deep dive into the actual published literature, peptide pharmacology, FDA policy, and performance medicine. Topics covered include: BPC-157, TB-500, peptides, angiogenesis, cancer biology, GLP-1 drugs, Ozempic, tirzepatide, semaglutide, TRT, peptide therapy, biohacking, longevity, anti-aging medicine, compounding pharmacies, peptide legality, Andrew D. Huberman, Ph.D. , Shawn Ryan Show, FDA peptide regulation, growth hormone history, and performance medicine. If you’ve ever wondered whether BPC-157 is dangerous, whether peptides are legal, or whether the internet is fearmongering about peptide therapy — this video is for you.

BPC-157 causing cancer? FDA shutting down peptide trials? “No human RCTs have ever been done on peptides?” In this video, Dr. Alex Tatem — board-certified urologist and fellowship-trained men’s health specialist — reacts to viral claims made on Shawn Ryan Show about BPC-157, TB-500, peptides, angiogenesis, cancer risk, and peptide safety. We break down: • Whether BPC-157 actually causes cancer • The truth about angiogenesis and tumor growth • FDA regulation of peptides and compounding • Why the “no randomized controlled trials” claim is completely false • Human clinical trial data on peptides • The real history of BPC-157 clinical studies • Huberman’s correction of viral peptide misinformation • Why peptide fearmongering could push patients toward unsafe gray-market sourcing This is not bro-science or influencer hype. This is a deep dive into the actual published literature, peptide pharmacology, FDA policy, and performance medicine. Topics covered include: BPC-157, TB-500, peptides, angiogenesis, cancer biology, GLP-1 drugs, Ozempic, tirzepatide, semaglutide, TRT, peptide therapy, biohacking, longevity, anti-aging medicine, compounding pharmacies, peptide legality, Andrew D. Huberman, Ph.D. , Shawn Ryan Show, FDA peptide regulation, growth hormone history, and performance medicine. If you’ve ever wondered whether BPC-157 is dangerous, whether peptides are legal, or whether the internet is fearmongering about peptide therapy — this video is for you.

Dr. Alex Tatem

76,818 görüntüleme • 3 ay önce

🚨 ENHANCED GAMES IS GOING PUBLIC IN MAY And founders Max Martin and Christian Angermayer say they're "ready to go" on peptides the day the FDA reclassifies them to Category 1 Alongside $HIMS, Enhanced is likely to be one of the few ways to go long peptides in the public markets Thanks to Max & Christian for coming on the pod and talking about Enhanced Games, the consumer health business, peptides, the upcoming SPAC ( $ENHA ), and much more: 02:40 - The case for allowing PEDs in sports 06:19 - Prize money and equal pay 10:40 - Humans vs robots? 🤯 15:32 - Inside the Abu Dhabi clinical trial 20:07 - Why Abu Dhabi 24:04 - Launching the consumer health line 29:40 - Peptides ready to go 32:32 - Sizing the peptide market 35:42 - The shift to preventative medicine 39:56 - Double digit peptide adoption forecast 43:21 - Apeiron and the next human agenda 47:53 - Psychedelics x White House boost 51:50 - Going public to include fans 55:24 - Telehealth megacycle just starting 58:15 - Sports as customer acquisition engine 01:08:17 - Enhanced’s Longer+ formulation 01:10:57 - Biohacking roots and wrap up Not financial, legal, or medical advice

🚨 ENHANCED GAMES IS GOING PUBLIC IN MAY And founders Max Martin and Christian Angermayer say they're "ready to go" on peptides the day the FDA reclassifies them to Category 1 Alongside $HIMS, Enhanced is likely to be one of the few ways to go long peptides in the public markets Thanks to Max & Christian for coming on the pod and talking about Enhanced Games, the consumer health business, peptides, the upcoming SPAC ( $ENHA ), and much more: 02:40 - The case for allowing PEDs in sports 06:19 - Prize money and equal pay 10:40 - Humans vs robots? 🤯 15:32 - Inside the Abu Dhabi clinical trial 20:07 - Why Abu Dhabi 24:04 - Launching the consumer health line 29:40 - Peptides ready to go 32:32 - Sizing the peptide market 35:42 - The shift to preventative medicine 39:56 - Double digit peptide adoption forecast 43:21 - Apeiron and the next human agenda 47:53 - Psychedelics x White House boost 51:50 - Going public to include fans 55:24 - Telehealth megacycle just starting 58:15 - Sports as customer acquisition engine 01:08:17 - Enhanced’s Longer+ formulation 01:10:57 - Biohacking roots and wrap up Not financial, legal, or medical advice

Hims House

39,419 görüntüleme • 3 ay önce

🚨 Emergency Pod 🚨 RFK announces peptide reclassification! what does this all mean? will the technology brothers finally be able to source peptides not of the sketchy chinese kind? is this legalization or a different thing? are the technology brothers going too far with peptides? Max Marchione and i covered all of this and more 00:00 - RFK announce peptide reclassification again 02:31 - Secretary Kennedy reaction 06:18 - What peptides are we likely to see be legalized? 07:41 - Could this affect what peptides are banned or approved by WADA? 08:32 - Are peptides bigger than AI? 09:27 - Do you think it’s a one-off reclassification or will there be a continuous review of peptides from now on? 12:16 - Should I get bloodwork before starting a peptide protocol? 13:27 - What does this mean for Superpower? Will you be the first on the market for peptides? 15:56 - How will you compete with $HIMS? 16:32 - What’s your stack? 18:30 - The tech bros are taking it too far

🚨 Emergency Pod 🚨 RFK announces peptide reclassification! what does this all mean? will the technology brothers finally be able to source peptides not of the sketchy chinese kind? is this legalization or a different thing? are the technology brothers going too far with peptides? Max Marchione and i covered all of this and more 00:00 - RFK announce peptide reclassification again 02:31 - Secretary Kennedy reaction 06:18 - What peptides are we likely to see be legalized? 07:41 - Could this affect what peptides are banned or approved by WADA? 08:32 - Are peptides bigger than AI? 09:27 - Do you think it’s a one-off reclassification or will there be a continuous review of peptides from now on? 12:16 - Should I get bloodwork before starting a peptide protocol? 13:27 - What does this mean for Superpower? Will you be the first on the market for peptides? 15:56 - How will you compete with $HIMS? 16:32 - What’s your stack? 18:30 - The tech bros are taking it too far

atlas

44,226 görüntüleme • 3 ay önce

Ahhh, the dichotomy of San Francisco. Where the fentanyl zombies now mingle with the peptide-injecting biohackers and share the same city-sponsored drug testing centers. Our full episode on SF's peptide scene is here with jasmine sun joining Kylie Robison and me. You know what's like putting your finances on the Wolverine Stack? Well, that would be Brex And if you have the things that's actually better than grey market peptides, hit up E1 Ventures 🇺🇸 for your investing needs. Timestamps 00:00:00 Intro 00:04:58 The Gray Market Peptide Boom 00:10:50 Cancer Risks and Biohacking Safety 00:13:36 Inside San Francisco’s Peptide Rave 00:19:43 DIY Ozempic and Kitchen Chemistry 00:23:05 RFK Jr. vs The FDA 00:26:43 Is Biohacking a Chinese Psyop? 00:40:44 Leaving Tech for New Media 00:46:29 The Media vs Tech Disconnect 00:53:58 Defense Tech and American Dynamism 01:00:37 Spy Mania and Visa Nightmares 01:08:20 Why AGI Timelines Are Dead

Ahhh, the dichotomy of San Francisco. Where the fentanyl zombies now mingle with the peptide-injecting biohackers and share the same city-sponsored drug testing centers. Our full episode on SF's peptide scene is here with jasmine sun joining Kylie Robison and me. You know what's like putting your finances on the Wolverine Stack? Well, that would be Brex And if you have the things that's actually better than grey market peptides, hit up E1 Ventures 🇺🇸 for your investing needs. Timestamps 00:00:00 Intro 00:04:58 The Gray Market Peptide Boom 00:10:50 Cancer Risks and Biohacking Safety 00:13:36 Inside San Francisco’s Peptide Rave 00:19:43 DIY Ozempic and Kitchen Chemistry 00:23:05 RFK Jr. vs The FDA 00:26:43 Is Biohacking a Chinese Psyop? 00:40:44 Leaving Tech for New Media 00:46:29 The Media vs Tech Disconnect 00:53:58 Defense Tech and American Dynamism 01:00:37 Spy Mania and Visa Nightmares 01:08:20 Why AGI Timelines Are Dead

Ashlee Vance

34,910 görüntüleme • 6 ay önce

$HIMS 🚨 NEEDHAM'S RYAN MACDONALD SAYS HIS "BASE CASE" IS THAT PEPTIDES WILL BE APPROVED Jonathan Stern: "I have seen a ton of alarmist tweets saying, 'RIP to the peptide bros', essentially. And what you're saying, Ryan, is that it's really not that simple." "We have a process here. We're going to go to PCAC. PCAC is going to make a recommendation to the FDA. But after the PCAC recommendation, the FDA gets to decide. Is that right?" Ryan MacDonald: "Yeah. That's correct... PCAC can make its recommendation and then from there it goes to FDA to make a final decision." "And based on the research that I've done... the final decision goes to the top, goes to the head of the FDA [RFK Jr.]." "It would be surprising to me if there wasn't some sort of involvement from RFK given how vocal he has been." "It's the FDA leadership's domain to make the final decision on this."

$HIMS 🚨 NEEDHAM'S RYAN MACDONALD SAYS HIS "BASE CASE" IS THAT PEPTIDES WILL BE APPROVED Jonathan Stern: "I have seen a ton of alarmist tweets saying, 'RIP to the peptide bros', essentially. And what you're saying, Ryan, is that it's really not that simple." "We have a process here. We're going to go to PCAC. PCAC is going to make a recommendation to the FDA. But after the PCAC recommendation, the FDA gets to decide. Is that right?" Ryan MacDonald: "Yeah. That's correct... PCAC can make its recommendation and then from there it goes to FDA to make a final decision." "And based on the research that I've done... the final decision goes to the top, goes to the head of the FDA [RFK Jr.]." "It would be surprising to me if there wasn't some sort of involvement from RFK given how vocal he has been." "It's the FDA leadership's domain to make the final decision on this."

Hims House

20,423 görüntüleme • 1 ay önce

since Max Marchione and i last spoke a bunch of things have happened in the world of peptides from RFK's reclassification to huberman posting to people discovering that bodybuilders got there first (bodybuilders drive the culture). so max and i caught up once again to cover all of this. also the mics should be working in this and i think the color is properly graded but yeah just let me know in the comments if something is off. i know you guys will. cheers 👍 01:21 - RFK peptide reclassification 03:55 - Why are peptides are popular now 05:00 - Bodybuilders did it first 08:50 - Andrew D. Huberman, Ph.D. on a16z 13:25 - Black market vs grey market vs compounding pharmacy 16:35 - The stages of peptide legalization 19:47 - The genie is out of the bottle 23:40 - TJ Parker⚡️ reaction 26:10 - asparagoid reaction 29:29 - Short term vs long term risk tradeoffs

since Max Marchione and i last spoke a bunch of things have happened in the world of peptides from RFK's reclassification to huberman posting to people discovering that bodybuilders got there first (bodybuilders drive the culture). so max and i caught up once again to cover all of this. also the mics should be working in this and i think the color is properly graded but yeah just let me know in the comments if something is off. i know you guys will. cheers 👍 01:21 - RFK peptide reclassification 03:55 - Why are peptides are popular now 05:00 - Bodybuilders did it first 08:50 - Andrew D. Huberman, Ph.D. on a16z 13:25 - Black market vs grey market vs compounding pharmacy 16:35 - The stages of peptide legalization 19:47 - The genie is out of the bottle 23:40 - TJ Parker⚡️ reaction 26:10 - asparagoid reaction 29:29 - Short term vs long term risk tradeoffs

atlas

86,767 görüntüleme • 4 ay önce

Everything worth knowing about the most underrated mitochondrial peptide in the space. My SS-31 masterclass. 00:00 Intro 02:45 The FDA approval story and what it means for peptides 03:18 Why SS-31 is different from every other peptide 06:02 Nearly every chronic disease of aging involves this 10:46 How SS-31 actually works 11:12 Why no receptor means no desensitization 13:36 Who SS-31 is for 15:34 The three tier dosing ladder 24:24 Why SS-31 must come before MOTS-c 29:18 How to stack it correctly 32:26 Troubleshooting when you feel nothing 36:54 Long COVID, TRT, athletic performance use cases

Everything worth knowing about the most underrated mitochondrial peptide in the space. My SS-31 masterclass. 00:00 Intro 02:45 The FDA approval story and what it means for peptides 03:18 Why SS-31 is different from every other peptide 06:02 Nearly every chronic disease of aging involves this 10:46 How SS-31 actually works 11:12 Why no receptor means no desensitization 13:36 Who SS-31 is for 15:34 The three tier dosing ladder 24:24 Why SS-31 must come before MOTS-c 29:18 How to stack it correctly 32:26 Troubleshooting when you feel nothing 36:54 Long COVID, TRT, athletic performance use cases

Hunter Williams

19,418 görüntüleme • 2 ay önce

BPC-157 and TB-500 are two of the most talked-about peptides in fitness, bodybuilding, and biohacking. Together they’re often called the “Wolverine Stack” — a peptide combination rumored to dramatically accelerate healing of tendons, ligaments, muscles, and injuries. But do BPC-157 and TB-500 actually work in humans, or is the Wolverine Stack just another example of internet bro-science? In this evidence-based deep dive, Dr. Alex Tatem (board-certified urologist and men’s health specialist) breaks down the real science behind BPC-157 and TB-500 — including their biochemical mechanisms, animal research, potential healing effects, safety concerns, and why pharmaceutical companies have never brought these peptides through full FDA clinical trials. We explore the nitric oxide signaling, angiogenesis, VEGF pathways, actin regulation, and tissue repair biology behind these compounds and explain why rodent studies look promising — but why human clinical evidence is still extremely limited. You’ll also learn about: • What BPC-157 (Body Protection Compound-157) actually is • TB-500 vs Thymosin Beta-4 explained • The origin of the Wolverine Stack peptide protocol • Peptides for tendon healing and ligament injuries • BPC-157 for gut healing and musculoskeletal repair • TB-500 and actin-mediated tissue regeneration • Why most peptide research comes from one Croatian research group • The patent law problem preventing pharmaceutical development • Real risks of grey-market peptide contamination • Why WADA bans BPC-157 and TB-500 in competitive athletes • Theoretical cancer risks related to angiogenesis • What the current scientific literature actually shows If you've ever searched: “Does BPC-157 work?” “What is TB-500?” “Peptides for healing injuries” “BPC-157 tendon repair” “Wolverine Stack peptides explained” — this video breaks down the science. The peptides may be promising. But promise and proof are not the same thing. Drop a comment below: Have you ever used BPC-157, TB-500, or other peptides? What was your experience? 👍 Like the video if you want more evidence-based breakdowns of supplements, PEDs, and peptides. Subscribe for deep dives on testosterone, steroids, peptides, supplements, and men’s health science.

BPC-157 and TB-500 are two of the most talked-about peptides in fitness, bodybuilding, and biohacking. Together they’re often called the “Wolverine Stack” — a peptide combination rumored to dramatically accelerate healing of tendons, ligaments, muscles, and injuries. But do BPC-157 and TB-500 actually work in humans, or is the Wolverine Stack just another example of internet bro-science? In this evidence-based deep dive, Dr. Alex Tatem (board-certified urologist and men’s health specialist) breaks down the real science behind BPC-157 and TB-500 — including their biochemical mechanisms, animal research, potential healing effects, safety concerns, and why pharmaceutical companies have never brought these peptides through full FDA clinical trials. We explore the nitric oxide signaling, angiogenesis, VEGF pathways, actin regulation, and tissue repair biology behind these compounds and explain why rodent studies look promising — but why human clinical evidence is still extremely limited. You’ll also learn about: • What BPC-157 (Body Protection Compound-157) actually is • TB-500 vs Thymosin Beta-4 explained • The origin of the Wolverine Stack peptide protocol • Peptides for tendon healing and ligament injuries • BPC-157 for gut healing and musculoskeletal repair • TB-500 and actin-mediated tissue regeneration • Why most peptide research comes from one Croatian research group • The patent law problem preventing pharmaceutical development • Real risks of grey-market peptide contamination • Why WADA bans BPC-157 and TB-500 in competitive athletes • Theoretical cancer risks related to angiogenesis • What the current scientific literature actually shows If you've ever searched: “Does BPC-157 work?” “What is TB-500?” “Peptides for healing injuries” “BPC-157 tendon repair” “Wolverine Stack peptides explained” — this video breaks down the science. The peptides may be promising. But promise and proof are not the same thing. Drop a comment below: Have you ever used BPC-157, TB-500, or other peptides? What was your experience? 👍 Like the video if you want more evidence-based breakdowns of supplements, PEDs, and peptides. Subscribe for deep dives on testosterone, steroids, peptides, supplements, and men’s health science.

Dr. Alex Tatem

21,218 görüntüleme • 5 ay önce

Full Pumpcade interview w/Pop Punk 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come

Full Pumpcade interview w/Pop Punk 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come

MCG

21,931 görüntüleme • 4 ay önce

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

$HIMS| Adjustment on Growth toward 2030🧵 Not Financial Advice! FY2025: Revenue: $2.35B or 58% YoY (weightloss $740), Core $1.61B FY2026: Revenue $3.2B(36%) where weightloss may be down by 10-15% or flat. FY2027: Revenue $4.16B(30%) FY2028: Revenue: $5.2B(25%) FY2029 Revenue: $6.5B(25%) FY2030 Revenue: $8.12B(25%) I expect management to ramp up buyback from FCF generation while company is trading at under 2x P/S andrewdudum. The discontinuation of Hims & Hers' compounded oral semaglutide pill in early February 2026(after 2 days), prompted by FDA regulatory actions and legal pressures from Novo Nordisk, introduces near-term challenges to the weight loss segment but does not derail the company's broader growth trajectory, as it pivots aggressively toward diversification and high-potential expansions The weight loss category bolstered by liraglutide injectables, generic semaglutide in Canada, and non-GLP-1 personalized kits retains strong momentum, contributing approximately 31% of total revenue in 2025 and projected to grow at 15-20% annually through 2030, down from prior 60%+ rates but still adding $150-250 million yearly through cross-selling and retention. Offsetting this moderation are ambitious new expansions: international markets, now accounting for an initial 5-10% of revenue but scaling to 20% by 2030 via Canada entry (projected 10% growth contribution in 2026 from generic semaglutide and Livewell acquisition) and Europe/UK via Zava (adding 8-12% incremental growth through telehealth in Germany, France, and Ireland); diagnostics and labs, launched in late 2025 with Quest Diagnostics partnership and YourBio Health's pain-free blood sampling tech, offering 50-120 biomarker tests across heart, metabolism, hormones, inflammation, and stress, expected to generate 12-18% of total revenue by 2027 and ramp to a standalone $1 billion segment by 2030. Preventive care and longevity initiatives, set for full 2026 rollout including peptide manufacturing (via acquired U.S. facility, contributing 10-15% to growth through vertical integration and supply control), coenzymes, GLP/GIP blends for performance and recovery, and a $325 million Grail investment enabling multi-cancer early detection blood tests (projected to add 8-12% revenue uplift starting in 2026 by enhancing subscription retention); and hormone health expansions like menopause/perimenopause and low testosterone treatments, already driving 10% of 2025 growth and poised for 20-25% annual expansion through data-driven personalization. Multi-cancer early detection (MCED) blood testing via the Galleri® test from GRAIL in the prior breakdown, even though it was bundled under longevity/preventive care. This is a significant new offering launched on February 4, 2026, providing subscribers (via the Labs platform) access to a simple annual blood test that screens for signals shared by over 50 types of cancer (including hard-to-detect ones like pancreatic, liver, ovarian, and lung) before symptoms appear. Hims & Hers is offering it at a discounted ~$700 (vs. retail $949), following their participation in GRAIL's $325 million private placement investment in late 2025, which strengthens the partnership and positions this as a core pillar of proactive/longevity care. This could help push Average growth to 30-35% vs 28.2%(my above revised projection). These levers, combined with a subscriber base exceeding 2.5 million (up 31% YoY) and AI-enhanced platform efficiency under new CTO leadership, support an upward revision to growth rates targeting 22-25% CAGR from 2026-2030 to meet the company's $6.5 billion revenue goal, far outpacing prior conservative estimates of mid-teens expansion. This high-growth scenario assumes execution on global scaling, regulatory navigation (FDA approvals for compounded alternatives), and margin recovery to 74-78% via vertical integration, positioning Hims & Hers as a comprehensive digital health ecosystem rather than a GLP-1-dependent player, with potential upside from emerging trends like peptide demand (up 144% in Google searches) and proactive wellness adoption. Not Financial Advice!

Mike

273,519 görüntüleme • 6 ay önce

$HIMS Price Target in last 2 months & Eucalyptus✍️ Not Fianancial Advice! DYOR! Jefferies – lowered to $24.50 (from $25.50). Needham (Ryan MacDonald) – Buy, raised $30 → $35 BofA Securities (Allen Lutz) – Neutral, lowered $28 → $25 Leerink – Hold, $25 (maintain). Jun 3, 2026: Canaccord – Buy, $32 (maintain) JPMorgan (Cory Carpenter): Overweight, $35→ $33 Most of these analysts demand proof of re-accelerated growth, and refused to add Eucalyptus revenue in. Refused to build model/forecast on $HIMS scaling in 9 different countries. Q2 2026 will have 26-30% growth. Q3 and Q4 2026 will add Eucalyptue revenue in. But Eucalyptus entire year revenue belongs to $HIMS, but bears will say how much respect they have to reporting standard so they won't add it to Q1 Q2. That is fine, but as for investors u should be aware that Eucalyptus had an annualized revenue run-rate of ~$450M+ (as of early 2026) and now with with $HIMS growth will accelerate, where $HIMS raised guidance Full Year 2026: $2.8B – $3.0B did not include Eucalyptus. Eucalyptus is projected to have $600-$900M for FY2026(or $750m mid point) Q1 Q2 2026 adds around $120 and $150m estimated. $HIMS guidance for Q2 without Eucalyptus is $680-$700m Or consolidated $HIMS Q1 2026 $608.1m + $120m=$728.1m or 24.2% YoY Q2 2026 $680m(guide) + $150m=$800m or 52% YoY Q3 2026 $800m(est) +$200m= $1B or 67% YoY Q4 2026 $912m (est) + $280m= $1.192B or 93% YoY A. FY2027 when included all Eucalyptus revenue =$3.72B(conservative)-$4B(High end) or 58.2%-70.2% B. FY2027 when excluded Eucalyptus Q1 Q2 revenue =$3.48B(conseravtive)-$3.7B(High end) or 48%-57.4% Short sellers will say Eucalyptus is inorganic growth and they will only use B calculation above because they respect reporting standard. Or how they will wait until FY2027 so bears have time to exit at cheap share price. Eucalyptus is a strategic platform builder with synergy potential, not just a pure revenue add-on. The completion of Eucalyptus in June 2, 2026 marks a pivotal step in transforming Hims from a primarily U.S.-centric telehealth provider into a truly global consumer health platform. This deal accelerates Hims’ international footprint, giving it immediate leadership or strengthened positions in key markets and positioning the company to serve customers across approximately 9 countries through a combination of direct operations, local brands, and growing presence. Combined with Hims’ existing U.S. dominance, this creates a robust multi-continent platform focused on personalized, affordable care in areas like sexual health, hair loss, mental health, weight management (including GLP-1 offerings where regulated), and more. United States, United Kingdom, Australia, Canada, Germany, France, Ireland, Spain, Japan. $HIMS revenue growth internationally will accelerate growth and avoid US market concentration risk. Long term management guided $6.5 billion revenue and $1.3 billion Adjusted EBITDA by 2030. IMO this guidance will be reached by 2028/2029. Not Fianancial Advice! DYOR! Clip from :

$HIMS Price Target in last 2 months & Eucalyptus✍️ Not Fianancial Advice! DYOR! Jefferies – lowered to $24.50 (from $25.50). Needham (Ryan MacDonald) – Buy, raised $30 → $35 BofA Securities (Allen Lutz) – Neutral, lowered $28 → $25 Leerink – Hold, $25 (maintain). Jun 3, 2026: Canaccord – Buy, $32 (maintain) JPMorgan (Cory Carpenter): Overweight, $35→ $33 Most of these analysts demand proof of re-accelerated growth, and refused to add Eucalyptus revenue in. Refused to build model/forecast on $HIMS scaling in 9 different countries. Q2 2026 will have 26-30% growth. Q3 and Q4 2026 will add Eucalyptue revenue in. But Eucalyptus entire year revenue belongs to $HIMS, but bears will say how much respect they have to reporting standard so they won't add it to Q1 Q2. That is fine, but as for investors u should be aware that Eucalyptus had an annualized revenue run-rate of ~$450M+ (as of early 2026) and now with with $HIMS growth will accelerate, where $HIMS raised guidance Full Year 2026: $2.8B – $3.0B did not include Eucalyptus. Eucalyptus is projected to have $600-$900M for FY2026(or $750m mid point) Q1 Q2 2026 adds around $120 and $150m estimated. $HIMS guidance for Q2 without Eucalyptus is $680-$700m Or consolidated $HIMS Q1 2026 $608.1m + $120m=$728.1m or 24.2% YoY Q2 2026 $680m(guide) + $150m=$800m or 52% YoY Q3 2026 $800m(est) +$200m= $1B or 67% YoY Q4 2026 $912m (est) + $280m= $1.192B or 93% YoY A. FY2027 when included all Eucalyptus revenue =$3.72B(conservative)-$4B(High end) or 58.2%-70.2% B. FY2027 when excluded Eucalyptus Q1 Q2 revenue =$3.48B(conseravtive)-$3.7B(High end) or 48%-57.4% Short sellers will say Eucalyptus is inorganic growth and they will only use B calculation above because they respect reporting standard. Or how they will wait until FY2027 so bears have time to exit at cheap share price. Eucalyptus is a strategic platform builder with synergy potential, not just a pure revenue add-on. The completion of Eucalyptus in June 2, 2026 marks a pivotal step in transforming Hims from a primarily U.S.-centric telehealth provider into a truly global consumer health platform. This deal accelerates Hims’ international footprint, giving it immediate leadership or strengthened positions in key markets and positioning the company to serve customers across approximately 9 countries through a combination of direct operations, local brands, and growing presence. Combined with Hims’ existing U.S. dominance, this creates a robust multi-continent platform focused on personalized, affordable care in areas like sexual health, hair loss, mental health, weight management (including GLP-1 offerings where regulated), and more. United States, United Kingdom, Australia, Canada, Germany, France, Ireland, Spain, Japan. $HIMS revenue growth internationally will accelerate growth and avoid US market concentration risk. Long term management guided $6.5 billion revenue and $1.3 billion Adjusted EBITDA by 2030. IMO this guidance will be reached by 2028/2029. Not Fianancial Advice! DYOR! Clip from :

Mike

64,664 görüntüleme • 1 ay önce

NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts

NEW PODCAST EPISODE! Rod Alzmann returns to discuss the latest microcap deep value stock he is buying (00:00) Introduction (00:57) Why is [X Stock] down 97%? (02:10) Historical context and sector-wide decline (04:05) Company-specific deterioration factors (05:32) Impact of federal law and tax issues (06:59) Financial health and cash position (11:30) Regulatory risks and potential de-scheduling (15:49) Virginia legislation and market opportunity (20:46) Potential acquisition scenarios (24:09) Board engagement and governance signals (29:10) Treasury management and cash utilization (34:26) Board communications and shareholder rights (36:44) Risks to the business and downside scenarios (40:56) Stock valuation and intrinsic value (43:45) Market cycle and supply-demand dynamics (50:29) Market interest and short-selling activity (53:55) What investors are missing about the stock (56:31) Summary and closing thoughts Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts

Chit Chat Stocks

32,053 görüntüleme • 4 ay önce