r/HimsStock

Hi y'all

Just joined with ≈1500 shares at $28 and ready to hold for 5-10 years.

IMHO, $HIMS could easily grow into +100B valuation if the thesis pans out, but I'm curious if anyone has made some long term price predictions?

I am literally so overwhelmed that I am not capable to post anything meaningful for few days. Everyone so hyped about peptides which doesn't make much sense for me because I have no idea how much would that affect its Revenue, earnings and profit margin...

NVO deal and cancelling lawsuit for me seemed as more important bullish news but the market is reacting much better for peptides...

I recovered so far more than 20K of my losses. My average is $45. However, on this rate, I feel the stock might reach the 40's level in no time.

Who is excited? Who is overwhelmed? Who has been waiting for this stock to soar for more than a year now like myself?

Hims is so back. Next Earnings call is gonna be fire. TRT, Peptides, International - so hyped. The stock price is gonna go vertical

The drop is due to the news that Amazon is selling GLP-1 drugs. Basically, any telehealth company that sells GLP-1 is down.

However, strangely, NVO and LLY are down as well.

Back to the topic: if HIMS is not affected by the news, that means the market believes HIMS doesn’t need to rely on diet-drug revenue. We are totally priced in, even if HIMS is selling fewer and fewer diet pills.

Which is great, because I thought the next earnings report would see a pullback because of dropping diet-pill revenue. But the market no longer thinks that’s an issue and is instead focusing on the future of the other product lines, overseas markets, and peptides.

Instead of just yelling peptides i spent sometime to dig deeper to see what is the likely situation if peptides get put back into Category 1.

Right now the FDA just started the process of moving 12 popular peptides (BPC-157, TB-500, KPV, MOTS-c, Semax, Epitalon, etc.) out of the restricted Category 2 list. They’ve got advisory meetings set for July 23-24 to decide on full Category 1 / 503A compounding approval.

And honestly? This puts telehealth companies like HIMS in an absolute sweet spot.

Even if they get the green light, it’s still risky enough that Big Pharma won’t touch it with a ten-foot pole. But telehealth + compounding pharmacies can sit way above the grey market — real doctor oversight, decent quality control, and they can charge premium prices for it.

HIMS already has their own peptide manufacturing facility and their CMO straight-up applauded the move. This feels like the exact bridge we’ve been waiting for: turning sketchy grey-market peptides into something your average person can actually get prescribed without feeling like they’re doing something shady.

Now some might argue users will just stick with the grey market stuff. And yeah, the grey market might even grow alongside it. But that’ll stay limited to the hardcore biohackers group. Everyone else finally gets a legit, convenient, and somewhat regulated option through telehealth companies.

Grey market never fully dies… but this could finally push peptides into the mainstream for normal people.

The stock is running good and the upside is huge. Were will they go and do you think that the earnings will boost the stock?

let’s go