$HIMS (+8,3%)

Check out the latest episode of the Hims House podcast. The topic of my last post was also touched on there. Have fun.

https://www.youtube.com/watch?v=B_-0TXq-eOQ

$HIMS (+8,3%) currently has enormous volume in this area... this proves how much buying interest there is, and that we are very unlikely to fall below $49 in the near future.

I am excited about the future...

However, negative NEWS/momentum could quickly break these zones.

$HIMS (+8,3%)

In this short article, I want to explain why I believe that peptides will radically change medicine and healthcare in the coming decades and what role Hims will play in this new and exciting field of medicine.

What are peptides?

Peptides are nothing more than amino acid chains. Up to 50 amino acid links are referred to as a peptide, over 50 as a protein. Probably the best known peptides are insulin and GLP-1's (glucagon like peptides). Some peptides, such as insulin, were discovered decades ago and have been in use for at least as long, significantly improving the lives of patients with serious health problems. Diabetes was thus transformed from a disease at the beginning of the 20th century, which often led to death within 1 to 2 years of diagnosis, into a chronic disease that can be lived with reasonably well thanks to the use of insulin.

Peptides occur naturally in the body and play a central role in numerous biological processes, e.g. as hormones (e.g. insulin), neurotransmitters, enzyme inhibitors, growth factors or signaling substances in the immune system.

To date, around 20,000 to 30,000 peptides have been discovered from which potential active substances could be produced. However, it is assumed that at least 100,000 exist.

Peptides are taken in very different ways. Some are injected subcutaneously (insulin, GLP-1s), others are applied topically, others are administered as a nasal spray or in tablet form.

What is the advantage over conventional medication?

The advantage of peptides over conventional medications is that peptides are nothing more than the body's own amino acid bonds, which they are merely modeled on. This allows them to act in a much more targeted and effective way. At the same time, side effects can be significantly reduced. In future, if we know which amino acids influence which properties in the body, we will be able to produce a suitable peptide based on this.

AI will help to speed up this entire process enormously, improve the stability and effect of the peptide and produce a personalized peptide for the respective patient based on existing patient data.

Another and probably larger market: biohacking

Recently, the biohacking and longevity movement has experienced new momentum. People are fed up with a healthcare system that is geared towards repair rather than prevention. The urge to actively optimize their own health is growing. In addition to sport and a healthy diet, peptides in particular come into play here. In the following I would like to give you a list of currently very exciting peptides and their effects on the body:

• BPC-157 Promotes wound healing, tendon and muscle regeneration, has an anti-inflammatory effect; very popular with athletes.
• TB-500 (Thymosin Beta-4): Supports cell migration, wound healing and regeneration; helps with tissue injuries.
• CJC-1295 (with/without DAC): Increases endogenous growth hormone production, improves sleep, regeneration, fat burning.
• IpamorelinGrowth hormone secretagogue; promotes fat loss, muscle growth, better sleep without strong side effects.
• Epithalon (Epitalon): According to studies, lengthens telomeres, potentially life-prolonging and antioxidant.
• DSIP (Delta Sleep-Inducing Peptide)Improves sleep quality, helps with recovery and stress regulation.
• Melanotan II: Promotes tanning of the skin, also increases libido in some cases - controversial in the scene.
• GHK-Cu (copper peptide): Has a cell-rejuvenating, antioxidant effect, promotes skin regeneration and collagen formation.
• SemaxNootropic peptide; can improve cognitive performance, focus and neuroprotection.
• Selank: Anxiety relieving and stress regulating; acts on the central nervous system, improves mental balance.

If more promising candidates and their potential positive effects on the body are found, I imagine this market will grow so rapidly over the next few decades that it will overtake the "reparative medicine" market. People will increasingly have an interest in boosting their cognitive and physical performance.

Current market size and projected growth

The market for peptide therapeutics was estimated at USD 40 billion in 2022 and is expected to grow at a CAGR of 7.5% to USD 80 billion by 2032. (Source: https://www.gminsights.com/de/industry-analysis/peptide-therapeutics-market)

However, I believe that with the discovery of new active ingredients and the significant acceleration and increase in efficiency through AI - which was certainly not factored into the 2022 forecast to the same extent - there is a lot more to come. The discovery of new candidates will also open up new markets.

Grandviewresearch.com even puts the peptide market at USD 120 billion for 2024 and forecasts a CAGR of 10.77% to around USD 300 billion by 2034. (Source:https://www.grandviewresearch.com/industry-analysis/peptide-therapeutics-market)

What role does HIMS play in this context?

Hims acquired a peptide facility in California in February 2025. At the same time, they are working with MedMatch to scale their AI ambitions, for which they recently raised around one billion dollars. With increasing insights into patient data (soon to be joined by blood tests), peptides can be much better personalized. This gives Hims an advantage over competitors who do not have this data. The current data Hims has on its patients is likely to be rather superficial (age, gender, weight, height, lifestyle, consumer behavior on their platform), but with the inclusion of blood and hormone tests regarding their new testosterone/menopause categories and other data points in the future, the precision and value of their AI models should increase significantly in the future. If Hims can secure even a small share of this market, it will represent significant additional revenue.

Finally, I would like to link you to a few YouTube videos where you can familiarize yourself with the exciting world of peptides:

https://www.youtube.com/watch?v=j7TDexpVkGE (BPC-157)

https://www.youtube.com/watch?v=qnnq_-YL8dk&t=2864s (Longevity and biohacking)

https://www.youtube.com/watch?v=bepNjHCt02Y (Dangers and opportunities of peptides in general)

https://www.youtube.com/watch?v=wRsX_ZkzxvQ&t=8212s (Longevity and biohacking)

https://www.youtube.com/watch?v=ly_FvMdApvM&t=2675s (Future of medicine with peptides, stem cells and gene therapy)

What do you think?

$HIMS (+8,3%) is the most shorted share in terms of trading volume in recent weeks!

The shorts will be covered within three days, but could still lead to strong prices if the share price rises sharply...

I am really convinced of $HIMS. (+8,3%) Not because I want to jump on every trend - but because I really believe that the company has the potential to really take off in the next few years.

Why? Quite simply, the topic of health is changing massively. People today want simple, digital solutions that are affordable and don't smell like a doctor's surgery or waiting room. That's where Hims & Hers comes in. They're not just an online pharmacy, they're building something that makes access to healthcare much more straightforward for many people - whether it's hair loss, mental health, skincare or ED. And they're doing it in a modern, unagitated way that simply appeals to young people. I mean: Who among us is up for talking to a urologist about hair loss? Exactly.

What fascinates me so much: The business model is scalable. It's direct, it's digital and it captures the spirit of the times. And: you are growing - the figures show that something is happening. Sure, the figures aren't perfect, but the path is right. And if you take a long-term view, you'll see that a healthcare ecosystem is emerging that could become really big.

But - and I don't want to ignore this... of course there are risks. Competition is tough, regulation can be a killjoy, and it's always difficult to scale profitably in the long term when you're attacking so many areas at the same time. There is no guarantee that Hims & Hers will be like Amazon or Apple in five years' time. Maybe it will just be a solid niche player. But I'm consciously taking the risk. The CEO of HIMS knows exactly what he's doing.

Because that's what investing is all about: calculated risks. No blind gambling, but not just index funds and savings accounts either. I know I could be wrong - but I hope so much that I'm right. And if it works out... then not only financially, but also because I believed in the vision from the very beginning. That's what investing means to me.

So to everyone who is thinking about doing something like this: Do your homework, figure out your why, and be willing to take the risk. But if you really believe in something - then go for it. No investment is safe. But not taking a chance is also a risk.

By the way, I've been in since €19, that's not my buy-in, but it should show that I've been in for longer.

Here's to a golden future🥂🥳

#hims

Cigna's partnership with $LLY (+2,9%) and $NOVO B (+2,99%) to cap co-payments at $200 for Zepbound and Wegovy (i.e. $400 cheaper) has 0 significance for $HIMS (+8,3%) . Since Hims is not in the insurance business and others are willing to sell it for $0!

I didn't actually want to sell any shares at all, but the sell-off over the last few days has cost me a lot of nerves. A small part of the position has just been sold, as my thesis is that there could be an even stronger correction.

I am curious to see how the price will behave today and tomorrow (if there is a strong sell-off, I will get back in, the rest (90%) will be held).

Andrew Dudum has started his largest ever sale of shares in $HIMS (+8,3%) selling 1.7% of his position

Rumors are going around that $HIMS (+8,3%) not only a cooperation with $NOVO B (+2,99%) with GLP1 but also with $LLY (+2,9%) for diabetes and GLP, this would be very important for the business and would stand for security and diversification... what do you think?

$HIMS (+8,3%) has so much volume at 60$, I doubt that we will undercut the mark without news...