The home for Hims & Hers investors - $HIMS Not affiliated with $HIMS YouTube - piped.video/@HimsHouse Discord - discord.gg/tJqGgVhkEt

Subscribe 👉
Pinned Tweet
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
11
10
120
32,995
My account @hood__house is still suspended Still haven't heard back from X Support, and no idea what I might have done wrong No reason given for the suspension I've filed two appeals but haven't heard back, no confirmations. Does anyone have suggestions for how to expedite review of the appeals - or push them to a human reviewer?
7
1
31
5,400
*TRUMP ADMINISTRATION AIMS FOR REGULATED MARKET FOR PEPTIDES -RFK JR. $HIMS
2
7
250
8,894
$HIMS $LLY $NVO 🚨 BREAKING: RFK JR. ON THE PUSH TO EXPAND PEPTIDE ACCESS Will Cain: "It's good to see you, Mr. Secretary." RFK Jr: "Yeah, good to see you, Will. Thanks for having me." Will: "So what if, potentially, this were approved by the White House and HHS? What would change about Americans and how they access peptides?" RFK: "Well, right now, most — virtually all — peptides are illegal, which means that Americans are still buying them." "They're buying between $1.5 billion and $3 billion worth of peptides a year." "They're buying them all off the gray market or black market." "So they're coming from Chinese firms mainly, some in India, and then a few scattered ones in other countries." "But there is no FDA inspection. We have no idea what they're getting. There's no way for them to know what they're getting. And there's been a lot of bad reports about adulterants and, you know, actually products that have no active ingredient in them." "And so our objective was — Americans are going to be buying these anyway — our objective was to make sure that there's a regulated marketplace so that what they're getting is what they claim to be, that it's safe, that the factories are inspected." SOURCE: FOX NEWS (@WILLCAINSHOW)
Aaron Rupar
4
18
255
29,640
$HIMS 🚨 BREAKING: RFK JR. SAYS AMERICANS ARE BUYING $1.5-3 BILLION OF PEPTIDES EVERY YEAR SOURCE: FOX NEWS (@WILLCAINSHOW)
5
14
249
12,642
*TIKTOK HAS STARTED CENSORING SEARCHES FOR POPULAR PEPTIDES -THE VERGE $HIMS $LLY $NVO
🚨 BREAKING: TIKTOK APPEARS TO HAVE BANNED ALL CONTENT ON PEPTIDES "BPC-157", "RETATRUTIDE", AND OTHER COMMON PEPTIDE TERMS ARE NOW YIELDING ZERO RESULTS $HIMS
8
5
61
7,272
The neighborhood is growing...
🚨 $SPCX SMASHES Q3 EARNINGS!! Key metrics: - Revenue $14.6B vs Est. $12.9B - EPS $0.35 vs Est. $0.14 - Operating income $2.8B vs Est. $2.4B - Capex $19.6B vs Est. $19.6B Revenue breakdown by segment: - AI : $7.6B vs. Est. $6.3B (Bloomberg) – $7.6B (UBS) - Connectivity: $5.2B vs. Est. $4.9B - Space: $1.8B vs. Est. $1.3B AI revenue nearly tripled from $2.6B in Q2 to $7.6B in Q3, swinging from a $1.3B operating loss to a $431M profit SpaceX CFO: "We delivered another strong quarter in Q3. Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business."
2
63
7,108
$HIMS 🚨 GRAY-MARKET PEPTIDE CEO @ZAKDAVID SAYS HIS COMPANY IS "JUST UNDER" 100,000 CUSTOMERS ALL-TIME "12 months ago, month-over-month, we were looking at around 40%." "Today, growth rates have mostly plateaued." "It's really nice watching some of these newer vendors who are very bright and ambitious and doing things the right way experience that same thing. A lot of us are helping each other out that way." Incredibly transparent + fun interview:
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
1
3
35
5,492
🚨 $HIMS HOUSE - EPISODE 84 Why payment processors treat peptides as "riskier than gambling", with @ZakDavid (CEO of @PeptidePartners) piped.video/y657uvRYrPc
1
21
3,614
Hims House retweeted
A lot of you are wondering about the FDA letters, rightfully so. Here's what we had to say about our experience with the arbitrary and incontestable FDA letters on a new episode with @himshouse podcast!
It was an absolute pleasure speaking with @himshouse. Great people and certainly worthy of being the first to receive our public comment on the FDA letter.
4
5
53
3,878
$HIMS 🚨 PEPTIDE PARTNERS' CEO @ZAKDAVID SAYS HIS SUPPLY CHAIN IS 100% CHINA RIGHT NOW "We briefly tried South America at one point, but it felt a little spooky in terms of how they wanted to talk about deals." "Right now, it is all China." 🇨🇳 "We're very interested in this new lab that opened up in India, strictly focused on peptides. And right now, their batch sizes are small, but they have some novel methods of purification. I'm very excited to go out there in December and tour the lab." Jonathan: "Would you say most of your excitement for this new India lab has to do with quality or price or something else?" Zak: "Mostly quality. It's been increasingly difficult to get consistency out of even the ones that I've been working with for two years. It seems to be bimodal. And there's an increasing amount of shortcuts taken, decreasing quality on one end, but then ones that are really focused on quality, getting more consistent. It's hard to find those."
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
1
31
4,531
Hims House retweeted
It was an absolute pleasure speaking with @himshouse. Great people and certainly worthy of being the first to receive our public comment on the FDA letter.
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
5
3
83
10,124
$HIMS 🚨 RESEARCH PEPTIDES ARE CONSIDERED RISKIER THAN GAMBLING AND ADULT ENTERTAINMENT @ZakDavid: "At one point, we were paying north of 20% just to get a single payment processed." 🤯🤯🤯 "From a payments perspective, the ones who either underwrite or process payment for any merchant, there are different categories of risk." "And high risk categories are generally not favorable. They have higher chargebacks. They have higher incidences of fraud, both on the merchant side and the customer side." "So it takes some specialization for people in payments to really want to go into that, but it's enticing because the fees they can charge are high." "And the major PayFacs and merchant account providers don't want to touch anything in high risk right now." "Research peptides are considered riskier than gambling and adult entertainment. So it's very difficult." Jonathan: "Who do you work with?" Zak: "I would rather not say right now." Jonathan: "Okay. Are you able to say, do you accept crypto?" Zak: "We did accept crypto at one point, but for the 1 in 60 people that used it, it was a little bit burdensome."
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
2
27
4,653
🚨 BREAKING: TIKTOK APPEARS TO HAVE BANNED ALL CONTENT ON PEPTIDES "BPC-157", "RETATRUTIDE", AND OTHER COMMON PEPTIDE TERMS ARE NOW YIELDING ZERO RESULTS $HIMS
TikTok has fully banned all content about peptides Searching "bpc-157" "melanotan" shows "No results found" Searching "reta" gives you eating disorder resources
15
4
107
16,910
🚨 $HIMS GLOBAL CHIEF MEDICAL OFFICER ON LAUNCHING IN GERMANY
2
5
153
5,856
$HIMS 🚨 Most "made in America" peptides are not actually made in America The API is made in China or India, and the vials are "fill-finished" in the U.S. @zakdavid explains:
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
36
4,249
$HIMS 🚨 MARTIN SHKRELI IS WRONG ON PEPTIDES, PER LONG-TIME FRIEND AND PEPTIDE PARTNERS CEO @ZAKDAVID "He's so talented at generating headlines. You've gotta respect him for that." "But I do think he has this one wrong. I've heard him say that doctors don't want to prescribe peptides... But there are entire professional communities, like the American Academy of Anti-Aging Medicine, which has thousands of members." "They've all been integrating peptides in their therapies for a very long time... It's not going anywhere as a field." @MartinShkreli
$HIMS 🚨 EXCLUSIVE: On August 24, the FDA sent an official warning letter to one of America's largest gray-market peptide sellers I sat down with @ZakDavid, founder & CEO of Peptide Partners, for his first interview about the warning letter We cover why payment processors consider peptides "riskier than gambling", how the Chinese peptide supply chain actually works, and why retatrutide is his #1 seller. Zak also responds to @MartinShkreli's claim that peptides are setting Western medicine back 70 years 🔥 FULL INTERVIEW + TIMESTAMPS 01:49 - How Zak found peptides 04:19 - 80% of vials now "fill-finished" in the US 06:15 - Just under 100K customers all-time 08:48 - Retatrutide is #1 12:33 - Zak's take on the FDA letter 20:25 - Peptides "riskier than gambling" to payment processors 25:01 - Why they now test >10 vials per batch 31:06 - All China today, India lab coming in December 31:04 - Peptide Partners' supply chain today 34:58 - American-made peptide potential pricing 40:48 - Grindr's $250 million deal 46:32 - TSA agent recognized his peptide vials 49:48 - Zak's advice to Hims & Andrew Dudum 52:22 - Why Shkreli is wrong about peptides Not financial, legal, or medical advice
3
1
67
6,644
🚨 BREAKING: $HIMS LAUNCHES IN GERMANY STARTING WITH WEIGH LOSS 🇩🇪🇩🇪🇩🇪
10
34
685
31,755
🚨 $HIMS REQUESTS MEETING WITH WHITE HOUSE OIRA TO DISCUSS PEPTIDES SCHEDULED FOR FRIDAY, OCT 23
🚨🚨 THIS IS REALLY BREAKING FOR $HIMS! Hims & Hers has officially requested a meeting with the White House’s OIRA on October 23 regarding the FDA’s Interim Access Policy for Compounding Using Certain Peptides. @himshouse
8
21
300
12,607