Justin Pearson

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Justin Pearson

Justin Pearson

@justinspearson

Katılım Eylül 2016
1.1K Takip Edilen473 Takipçiler
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Justin Pearson
Justin Pearson@justinspearson·
POV: your fighting Katie Taylor #PaulTyson
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The Long Investor
The Long Investor@TheLongInvest·
$HIMS INSIDER BUY Insider purchased $1.17 million worth of shares: Director David Wells
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Kevin Xu
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!
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Hims House
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
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NightHawk Capital
NightHawk Capital@NighthawkTradez·
$HIMS fam, today was a good day. Enjoy it.
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Serenity
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.
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Secretary Kennedy@SecKennedy

Today, we took long-overdue action to restore science, accountability, and the rule of law. In September 2023, the Biden FDA pushed a number of peptides into Category 2 — “Bulk Drug Substances that Raise Significant Safety Risks” — driving a dangerous black market that puts Americans at risk. Now, after nominators withdrew 12 peptides, the FDA will remove them from Category 2 and will bring them to PCAC at its next two meetings, beginning in July—where independent experts will rigorously evaluate each substance on its scientific merits using full clinical, pharmacological, and safety evidence. • BPC-157 • Thymosin beta-4 fragment (LKKTETQ) • Epitalon • GHK-Cu (injectable) • MOTS-c • DSIP (Emideltide) • Dihexa Acetate • Ibutamoren Mesylate • Melanotan II • KPV • Semax (heptapeptide) • Cathelicidin LL-37 This action begins to restore regulated access and will immediately begin shifting demand away from the black market. We will follow the science, enforce the law, and deliver the clarity patients, providers, and pharmacies deserve.

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Hims House
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."
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Hims & Hers Comms
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: news.hims.com/newsroom/appla…
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The Value Trader
The Value Trader@TheValueTrade·
@justinspearson @Michael__GK @TheLongInvest Let’s do it.. Send me a screenshot of your portfolio YTD and I’ll send you mine. We will keep it confidential… Or go continue being a keyboard warrior. Blocking you because you’re a fool..
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The Long Investor
The Long Investor@TheLongInvest·
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Hims House
Hims House@himshouse·
🚨 BREAKING: RFK JR SAYS FDA TO REMOVE PEPTIDES FROM CATEGORY 2 $HIMS $LLY $NVO
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United Nations
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.
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andrewdudum
andrewdudum@AndrewDudum·
Almost two weeks ago, we kicked off our strategic shift in our weight loss business and shipped our first @novonordisk medicines. We believe we’re on track to deliver more than 100K prescriptions for Wegovy products every month. More treatment options mean more customers can find what works best for them. Helping people get – and stay – healthy is why we’re here. Important Info: news.hims.com/disclaimers/di…
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Hims House
Hims House@himshouse·
🚨 BREAKING: NOVO NORDISK'S $NVO HIGH-DOSE (7.2MG) WEGOVY IS NOW AVAILABLE FOR $399/MO The price is $50 less than what $LLY charges cash-pay patients for the top doses of Zepbound Available on $HIMS
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