As Hims prepares for peptides launch, Wall Street cautious on prospects this year
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By Amina Niasse NEW YORK, Aug 12 (Reuters) – Hims & Hers Health plans to offer some legally available peptides in 2026, but investors and analysts who spoke to Reuters after the telehealth company's quarterly results this week said sales for that offering are unlikely to drive revenue growth this year. Peptide treatments, built from short chains of amino acids, have become a healthcare rage, despite lacking FDA approval. Some of the treatments, used for everything from anti-aging to muscle recovery, are available and some are not. While Health Secretary Robert F. Kennedy Jr. has criticized Biden-era restrictions on some peptides, FDA staff have argued there is not sufficient evidence to support loosening the rules on compounding the treatments. Analysts have said peptides represent a $2.2 billion to $3.3 billion market and companies marketing the treatments have said demand has increased following the April beginning of an FDA review. CEO Andrew Dudum told investors on Monday that Hims by the end of the year will sell peptides already legal for manufacturing, including those known as NAD+, sermorelin and glutathione, used to support metabolic function, weight loss, and immune function, respectively. Wall Street analysts and investors say that since NAD+ is already available, the offering will not have as much impact on revenue as peptides that could win FDA approval...
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