I’ve been slowly building up a position in HIMS for a while now. I mostly got interested after hearing RFK Jr. and Joe Rogan talk about they are planning the deregulate the 14 peptides.
It has been a pretty stressful couple of weeks though. The stock went up to 27 after that Novo Nordisk deal but then it just kept bleeding until it hit 18 last week. I honestly messed up and let myself get shaken off at 19.2, but then the news about the FDA lifting the peptide restrictions broke and I had to buy back in at 19.4. Now that things are settling, I’ve been looking into other companies that might also benefit from this peptide stuff since the whole sector seems to be moving.
Hims & Hers (HIMS) jumped 10% today and is the most obvious play. They actually bought their own peptide manufacturing plant in California late last year. Since they control their own supply chain, they can likely start offering the 14 newly cleared peptides like BPC-157 immediately. It seems like they’ve been prepping for this exact regulatory shift for months.
Cencora (COR) is a massive drug wholesaler that jumped 3% today. They handle the distribution "plumbing" for the whole industry. They’ve been buying up specialty clinics lately, like OneOncology. This puts them in a spot to win twice: they sell the raw peptide powders to pharmacies and also own the clinics where doctors will actually be prescribing them for longevity.
Amneal Pharmaceuticals (AMRX) was up 4% today. They’ve been pivoting toward "complex injectables" and have high-tech domestic production lines ready. Most peptides currently come from unregulated labs overseas, but Amneal can make them here in the US. As the market for these 14 peptides goes mainstream, pharmacies will likely prefer a regulated US-based manufacturer for their supply.
Xeris Biopharma (XERS) is a smaller player that went up 3.5%. They own a technology called XeriSol that makes injectables shelf-stable without refrigeration. Most compounded peptides are a pain to store and mix, so Xeris can license this tech to big compounding pharmacies. They’re basically the "tech layer" that makes these peptides easier for normal people to use.