Extensive Growth

@himshouse @AndrewDudum Right before earnings!? So bullish!!!

$HIMS CEO @ANDREWDUDUM NEW PROFILE PICTURE 🔥

@Kalshi @grok is this true?

BREAKING: Iran offers US deal to reopen Strait of Hormuz, end the war, and postpone nuclear talks

@openclaw Is there an issue with telegram groups in this latest update? My agent stop responding in my group and I think it’s cause it’s using and old group id but Openclaw doesn’t seem to recognize I’ve updated it in Openclaw.json

OpenClaw 2026.4.24 🦞 ☎️ Voice calls can now reach the full agent 🧠 DeepSeek V4 Flash + Pro join the team 🖱️ Browser automation got coordinate clicks + better recovery 🔧 Telegram, Slack, MCP, sessions, and TTS fixes More reach. Less duct tape. github.com/openclaw/openc…

@himshouse @grok where did RKK JR say this?

🚨 BREAKING: RFK JR SAYS FDA TO REMOVE PEPTIDES FROM CATEGORY 2 $HIMS $LLY $NVO

@SawyerMerritt @Tesla Walmart has been doing this for years

Autonomous robots clean the floors at @Tesla's Giga Texas factory 🤖

@mikealfred I immediately thought option B and then I got to “Fly Southwest” and immediately pivoted to option A

Imagine you had to choose your life at age 40: Option A: Single. No kids. $50M net worth. 850 credit score. Private jet. Option B: Married. 2 kids. $3M net worth. Drive a Toyota. 10 BTC in cold storage. 500 credit score. Fly Southwest. Be honest, which life are you choosing?

@ferrisbuhler81 @joerogan @ways2wellX @joeroganhq @himshouse Good listen here. At 58:50 of the interview he says after conversations with Marty, Bobby, Chris, Stefanie “I'm being told that peptides are done, its just a matter a when” with done referring to that they’re ready to move from category 2 to category 1

Great conversation with @joerogan thank you for having me on again. Back on the show talking peptides, broken healthcare, and why the future looks very different from the system we have today. The system manages sickness… the future creates health.

I like to think leadership had a play when they released the NVO copy cat pill but maybe not 😂. Maybe an all or nothing move at the time. All case: release the pill and if nothing happens, keep riding the weight loss gravy train. Nothing case: release the pill and if we get push back then we partner with existing competitors and transition our focus elsewhere. Either way I’m excited to see what Monday has in store and how the long term $HIMS thesis plays out!

And when did they decide to focus else where? Just a month ago, they thought copying NVO’s drug, again, was a good move. Your thoughts are solid btw, just doesn’t feel like that where their heads are at. I feel like this was attempt to maintain weight loss momentum, so they likely gave NVO whatever they wanted after copy pill backfired.

This is a huge win for $HIMS but something still doesn’t sit right. If $HIMS was desperate enough to copy someone else’s drug, again (I’m assuming to recharge revenue growth), then one can argue that if they’re stopping the copy pill to pick up this NVO partnership, then once again Hims’ growth is dependent on NVO. What happens if NVO backs out, again? We’re back to searching for growth? Yes, offering blockbuster meds on the platform will likely accelerate subscribers and boost ARPU, but how much of that revenue will actually make it to the bottom line? $HIMS had to offer $NVO something worth their wild to convince them to publicly partner with an ‘unsafe and deceptive’ company. Honestly, I’m still a bit concerned with how much desperation Hims has displayed, regarding weight loss activities.

$HIMS giving up compounded GLP-1s would probably be the most bullish indicator they could give. Give up compounded GLP-1s and partner with both NVO & LLY to sell their GLP-1s on the HIMS platform and not even compete with either company in that realm. Continue selling hair loss, erectile dysfunction, testosterone, menopause, etc. and shift all focus to peptides coming off the category 2 list and become the leader in peptides. Allows HIMS to focus on a category they can win and also helps cross sell NVO & LLY customers other peptides making those customers super sticky the HIMS eco system.

Feb 4 - stock was at ~$25 Feb 5 - $HIMS launched GLP-1 copycat pill, stock surged to $30 pre-market, closed at ~$23.50 after Novo threatened to sue Feb 6 - stock closed at ~$23, tanked to teens after hours when the DOJ announced investigation Feb 9 - $NVO sued $HIMS, stock tanked to $16 on the open, closed at $19 Since then - stair stepped down to low of $13.73 after earnings, before rebounding a bit in recent days With legal overhang from Novo gone + the risks from the FDA/DOJ/SEC likely softened as well + platform thesis back on table, seems like we should at a minimum reclaim the $25 level -- where the stock was prior to the pill launch. BUT we don't yet know the terms of the deal. If $HIMS agrees to give up compounded GLP-1s, as some are speculating, that could limit any potential squeeze. If it's a decent deal, $30+ could be in play. We need the deets!

🚨 SERENITY (@ALEABITOREDDIT) -- EX-AI RESEARCH SCIENTIST AND FAMOUS TRADER UP MORE THAN 500% IN 2026 -- SAYS $HIMS MONDAY COULD MAKE HISTORY: "One of the largest short squeezes in history could unfold" "Likely 0 people expected this" "Especially short sellers who now face billions in infinite losses" "The two likely scenarios: (1) One scenario is a Volkswagen-type short squeeze on Monday... (2) a slower $TSLA-style squeeze over time as company fundamentals improve" "I would personally hop on the boat on Monday to add fuel to the fire to see where this heads. Could be history in the making." 🤯🤯🤯

Commenting on the $HIMS x $NVO partnership news that came out late yesterday. I think it makes complete sense and I can’t wait to see how Monday plays out! My opinion is that HIMS is transitioning away from GLP1s and will go all in on other less competitive peptides that can be produced in their peptide facility now that those peptides are moving from category 2 to category 1. I think HIMS could be the leader in those peptides and they’re fine letting NVO focus on GLP1s and using sales on their platform as an additional revenue stream while they focus on the other peptidws that will presumably be in house and have higher margins. If I were Andrew: Partner with both NVO & LLY and sell their GLP1s and not even compete with either company in that realm. Continue selling hair loss, erectile dysfunction, testosterone, menopause, etc. and shift all focus to peptides coming off the category 2 list and become the leader in peptides. Allows HIMS to focus on a category they can win and also helps cross sell NVO & LLY customers other peptides making those customers super sticky the HIMS eco system. bloomberg.com/news/articles/…

@himshouse Andrew’s reading of the commercial is focused on hair loss but he also says “featured products include compounded drug products which the FDA does not approve or verify for safety, effectiveness, or quality”

@himshouse 38:40 in on the latest flagrant podcast youtube.com/watch?v=xGYxA7…

🚨 BREAKING: $HIMS TO PARTNER WITH PODCAST HOSTS AND INFLUENCERS AS PART OF ITS "RICH PEOPLE LIVE LONGER" CAMPAIGN OLYMPICS AD BLITZ PLANNED AS WELL 🔥

@himshouse Didn’t he say the exact opposite just the other week?

🚨 BREAKING: ANDREW HUBERMAN PREDICTS COMPOUNDING PHARMACIES **WILL** BE ALLOWED TO MAKE AND SELL PEPTIDES $HIMS $LLY $NVO

@JerBearRN @wearehims @wearehers Dang. You’ve gone full dark side 😂. Now pushing old news as new in hopes that those not in the know latch on. You know darn well @himshouse reported this over a month ago when the Wegovy pill first launched.

💊 $HIMS 😬

@TheLongInvest thoughts on how this affects the HIMS thesis? “We are looking at a potential change in the laws around peptides such that buying peptides would become illegal. I think this is a terrible idea, but the motivation behind this is largely because Eli Lilly owns the patent.”

“This is going to be a trillion-dollar drug.” @hubermanlab says retatrutide is the peptide that’s about to “change everything.” Currently in a Phase III clinical trial in humans, retatrutide caused up to one-third body weight loss in just six months, with some degree of muscle sparing. “The bodybuilding community has been onto this for a long time.” “Then it shows up in Hollywood. Everyone lies or avoids answering the question of how they got so jacked. They talk about eating chicken breasts, and they’re actually taking growth hormone, Winstrol, and retatrutide.” “We are looking at a potential change in the laws around peptides such that buying peptides would become illegal. I think this is a terrible idea, but the motivation behind this is largely because Eli Lilly owns the patent.” “Lilly would like to protect the domain over that patent. This is going to be a trillion-dollar drug.”

@tbpn @hubermanlab @himshouse

Regulated doesn’t mean safe. If you think the FDA is there to keep people safe then you need to do more research. And in most instances the cost difference in pharmaceuticals is far greater than $100 especially when extrapolated over years. Finally, big pharma is more of a criminal organization than any compounders.

@ExtensiveGrowth @hikingskiing @TeslaBoomerMama Well Novo and Lilly spend years to develop a safe and regulated drug. Why in the world would you save 100$ to take an unregulated unsafety drug offered by a criminal organisation??

@optionscjp Had similar thoughts. Im holding for now also and will see how this plays out.

$HIMS google trend data the last 90 days We should see way more volume after this weekends superbowl commercial plays I’m probably not staying in this company long term but I definitely think it’s overdone here and basically at max fear.. every single person on X think the company closes down tomorrow Feels sorta like $SMCI when all that accounting stuff was going on and it’s popped from $18 to $40 in a very short amount of time. Not saying that’s going to happen here but it feels similar If there was a fear and greed index on $HIMS it would be at a 1/100 while the company is executing very well

@goddreng10 @hikingskiing @TeslaBoomerMama She’s a big advocate of GLP-1’s since it helped her a lot. Specifically Zepbound from Eli Lilly. Not sure what her stance is on compounding.

@hikingskiing @TeslaBoomerMama Why would that interest her?