{"id":4507,"date":"2026-04-16T15:17:15","date_gmt":"2026-04-16T15:17:15","guid":{"rendered":"https:\/\/tradertideinsights.com\/?p=4507"},"modified":"2026-04-16T15:17:15","modified_gmt":"2026-04-16T15:17:15","slug":"hims-hers-surges-4-as-peptide-policy-shift-unlocks-growth","status":"publish","type":"post","link":"https:\/\/tradertideinsights.com\/?p=4507","title":{"rendered":"Hims & Hers surges 4% as peptide policy shift unlocks growth"},"content":{"rendered":"
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Shares of Hims & Hers Health moved sharply higher on Thursday, extending gains from the previous session after a significant regulatory shift signaled new opportunities in the peptide market.<\/p>\n

The stock rose about 4% to $25.28 on Thursday morning after closing up 14% on Wednesday, as investors reacted to comments from Robert F. Kennedy Jr. regarding changes to peptide regulations.<\/p>\n

Regulatory shift boosts sentiment<\/h2>\n

The rally followed an announcement that the US Food and Drug Administration would loosen restrictions on certain peptide substances. Kennedy said the agency would remove several peptides from a category of drugs considered to carry significant safety risks.<\/p>\n

He also said regulators would roll back a Biden-era initiative that classified peptides as Category 2 substances, citing safety concerns such as cancer and heart-related risks.<\/p>\n

The move was framed as a \u201clong-overdue action to restore science, accountability, and the rule of law,\u201d according to Kennedy.<\/p>\n

The FDA has also scheduled a meeting in July to review whether seven peptides should be permitted for production by compounding pharmacies, a step that could further shape the regulatory landscape.<\/p>\n

Despite ongoing safety concerns and limited clinical evidence, peptides have gained popularity in recent years, particularly for uses such as muscle building and injury recovery.<\/p>\n

Expansion plans and strategic positioning<\/h2>\n

The regulatory developments are seen as a positive catalyst for Hims & Hers, which has been exploring entry into the peptide market.<\/p>\n

The company, known for its telehealth platform and weight-loss offerings, acquired a peptide manufacturing facility in California last year, signaling its intent to expand into the segment.<\/p>\n

Peptides are already central to parts of its business. Semaglutide\u2014the active ingredient in Novo Nordisk\u2019s weight-loss drug Wegovy\u2014is itself a peptide, and Hims began offering it on a compounded basis in 2024.<\/p>\n

Earlier this year, the company also reached an agreement with Novo Nordisk to sell branded Wegovy and Ozempic injectables, as well as branded oral Wegovy, marking a shift away from compounded versions of the drug.<\/p>\n

The easing of regulatory restrictions could allow Hims to broaden its product portfolio and tap into new revenue streams tied to peptide-based therapies.<\/p>\n

Analysts see upside but caution remains<\/h2>\n

Analysts have begun to factor in the potential upside from the regulatory shift. Bank of America raised its price target on Hims to $25 from $21 while maintaining a neutral rating.<\/p>\n

The brokerage said the FDA\u2019s move could open the door to additional revenue opportunities and allow the company to repurpose existing GLP-1 capacity for other peptide therapies.<\/p>\n

To reflect these prospects, Bank of America increased its valuation multiple assumption to 25.5x from 21.5x.<\/p>\n

However, the firm also cautioned that the FDA\u2019s actions represent only an initial step and do not guarantee that any peptide substances will ultimately be approved for compounding use.<\/p>\n

For now, the regulatory shift has provided a near-term boost to investor sentiment, even as longer-term outcomes remain dependent on further policy decisions and clinical considerations.<\/p>\n

The post Hims & Hers surges 4% as peptide policy shift unlocks growth<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Shares of Hims & Hers Health moved sharply higher on Thursday, extending gains from the previous session after a significant regulatory shift signaled new opportunities in the peptide market.The stock rose about 4% to $25.28 on Thursday morning after closing up 14% on Wednesday, as investors reacted to comments from Robert F. Kennedy Jr. regarding…<\/p>\n","protected":false},"author":1,"featured_media":4508,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-4507","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-stock"],"_links":{"self":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4507","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4507"}],"version-history":[{"count":0,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/posts\/4507\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=\/wp\/v2\/media\/4508"}],"wp:attachment":[{"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4507"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4507"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradertideinsights.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}