Hims House

🚨 THE PEPTIDE GOLD RUSH @mansizzzzle - The #1 peptide substacker & founder of Chief Longevity Officer We discuss peptide culture, the supply-chain race, and how $HIMS fits in. One of the most fun + fascinating episodes I've ever done. Thank you Mansi!! 02:09 - Background on Mansi 03:45 - Inside peptide culture 06:30 - NAD+ shots and different form factors 08:20 - Peptide culture across cities 10:54 - Dubai’s longevity gold rush 12:21 - Why peptides feel a little like crypto 16:41 - Mansi’s peptide experiments 19:50 - FDA timeline for peptide reclassification 24:46 - Why supply chain wins 26:11 - The synthesis bottleneck 28:15 - China’s scale advantage 30:29 - Why Hims bought CS Bio 31:39 - State laws 33:57 - Who wins the peptide rush 36:51 - Pricing power, tariffs, and trust 41:53 - Why gray markets persist 45:01 - Peptides with real LTV 47:51 - The Flatiron Health for peptides Not financial, legal, or medical advice

@SixSigmaCapital $HIMS because they are the only telehealth in the US that owns a dedicated peptide facility Acquired CS Bio early last year CEO Andrew Dudum has said peptides like BPC-157 are coming once they are moved to Category 1 and will be a part of their new longevity vertical

@himshouse HIMS just for the platform element primarily?

Anybody into the peptide space? Which companies are you looking at and think could be big winners? Besides $LLY and $NVO

🚨 BREAKING: $HIMS LAUNCHES TESTOSTERONE Rx+ Enclomiphene + tadalafil + zinc + B6 + B12 + L-arginine A fertility-friendly, injection-free alternative to TRT for men with low testosterone

$LLY $NVO $HIMS 🚨 BREAKING: COURT DISMISSES PART OF ELI LILLY LAWSUIT AGAINST EMPOWER PHARMACY BOTH LILLY AND EMPOWER ISSUED STATEMENTS CELEBRATING THE RULING Dismissed: Lanham Act false advertising + consumer harm claim Allowed to proceed: unfair competition claims under the laws of Alaska, Colorado, Connecticut, Hawaii, North Carolina, South Carolina, Tennessee, & Washington SOURCE: Endpoints News (@ShelbyJLiv)

CORRECTION: The $HIMS generic semaglutide waitlist is NOT new It went live around the same time as the Livewell acquisition (Dec 2025) The Wayback Machine first saved the page on Feb 8, 2026

$HIMS ARE PEPTIDES THE "CRYPTO OF HEALTHCARE"? @mansizzzzle: "Whenever people lose trust in a dogmatic institution, they tend to build parallel systems around it." "So when it comes to health specifically, I think people are losing trust in traditional healthcare. And obviously this didn't happen overnight... the clearest example with big pharma that I can remember is like the opioid crisis." "I think the most visceral moment I remember around people losing trust in the insurance industry was when Luigi shot the United Healthcare CEO... and there were more people backing up Luigi than reprimanding him." "I think I'm starting to realize that the broader peptide movement, or just the fact that consumers want to take agency back into their own hands, is because we're living in a very, very volatile system where people don't feel like they have a semblance of control." "At the end of the day, agency and control is what drives people. So they're turning to one thing that they feel that they can control, which is their bodies. And they're trying to regain some sort of leverage in that sense.” "And that's why you see movements like the MAHA movement, right? Which is really taking off because they've responded to this like six decade long trend of distrust with trad healthcare."

🚨 BREAKING: ~35% of Foundayo launch volume is flowing through telehealth $HIMS $LLY $NVO

LINK: forhers.ca/generic-semagl…

🚨 BREAKING: $HIMS RELEASES GENERIC SEMAGLUTIDE WAITLIST IN CANADA "When the first generics arrive, the cost of Semaglutide-based GLP-1s is expected to drop significantly, with further reductions as more generics enter the market." "Brand-name prices are also likely to come down, as competition increases." 🇨🇦🇨🇦🇨🇦

@bryan_johnson 👀

Just gave Kate oral sex. Goodnight everyone.

@doshunkoss 🙃

@himshouse DON’T DO THIS

$HIMS has smooched the EMA 20 😘 time to fly

$HIMS $NVO $LLY 🚨 BREAKING: FDA PROPOSES TO EXCLUDE SEMAGLUTIDE, TIRZEPATIDE, AND LIRAGLUTIDE ON 503B BULKS LIST - $HIMS GLP-1 partners have been 503A pharmacies -- NOT 503B FACILITIES -- since the end of the shortage - FDA says there is no clinical need for 503B outsourcing facilities to compound these drugs from bulk substances - 503Bs cannot compound drugs using bulk drug substances unless the substance appears on the 503B bulks list

@mansizzzzle ahhhhh forgot to include link to the #1 substack on peptides, here it is: hukmanimansi.substack.com

@mansizzzzle WATCH ON YOUTUBE: youtu.be/Hh88nUzOtqo

🚨 THE PEPTIDE GOLD RUSH @mansizzzzle - The #1 peptide substacker & founder of Chief Longevity Officer We discuss peptide culture, the supply-chain race, and how $HIMS fits in. One of the most fun + fascinating episodes I've ever done. Thank you Mansi!! 02:09 - Background on Mansi 03:45 - Inside peptide culture 06:30 - NAD+ shots and different form factors 08:20 - Peptide culture across cities 10:54 - Dubai’s longevity gold rush 12:21 - Why peptides feel a little like crypto 16:41 - Mansi’s peptide experiments 19:50 - FDA timeline for peptide reclassification 24:46 - Why supply chain wins 26:11 - The synthesis bottleneck 28:15 - China’s scale advantage 30:29 - Why Hims bought CS Bio 31:39 - State laws 33:57 - Who wins the peptide rush 36:51 - Pricing power, tariffs, and trust 41:53 - Why gray markets persist 45:01 - Peptides with real LTV 47:51 - The Flatiron Health for peptides Not financial, legal, or medical advice

🚨 EPISODE 65 @mansizzzzle - The #1 peptide Substacker on peptide culture, the supply-chain race & coming gold rush $HIMS youtube.com/watch?v=Hh88nU…

@Rondiskin Are you seeing better sales data on your end? Definitely have no interest in manipulating the stock price! Just sharing the news and talking about the data.

@himshouse Over and over it feels and seems the main purpose of this page is to manipulate $HIMS stock price on both directions. Very shady

$HIMS Q2 OFF TO A SLOW START Ro has now fully closed the gap with Hims in observed U.S. credit card sales (Hims still larger internationally) 😳 Here's latest $HIMS Data Tracker, including Q2 revenue prediction, app rankings, and Meta ads analysis: (link below)