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← @jonahlupton

$HIMS

BULLISH2026-10-09

Price around the call

↑ 2026-10-09

By horizonMaturing · ~11 trading days to go

1d

✗ -3.0%

5d

✗ -6.6%

21d

…

Original post

Jonah Lupton · 2026-10-09

If we start to see peptides get moved back to category 1, the two biggest beneficiaries will be $HIMS and $NURS.V Most of you are familiar with $HIMS (~3 million members across multiple continents) so I won't spend time on this one. I've shared my long-term thesis before... I remain bullish because they're in a great position to build a vertically integrated consumer healthcare platform which includes peptides. I'm guessing $NURS.V is a name that many of you aren't familiar with so I'll provide an overview. The company has 3 main segments but the one I care about most has created a health infrastructure platform to support any company, gym chain, medspa, entrepreneur, influencer, etc that wants to launch a wellness/longevity business to sell a full suite of products including peptides.