Peptides are the next major health trend.
Haven’t seen google search interest accelerate this fast since pokemon go.
This is a major part of the bull case for $Hims & Hers Health Inc.(HIMS)$ .
If $Novo-Nordisk A/S(NVO)$ & $Eli Lilly(LLY)$ are the producers, then $HIMS is a distribution layer.
But it's planning to be more than that.
Roughly 1 year ago, HIMS acquired a US-based peptide facility.
Meaning HIMS is not just selling peptides anymore...it's building infrastructure to manufacture + control them.
It's emerging as one of the largest consumer distribution channels for GLP-1 drugs in the US.
HIMS is building a GLP-1 business that's approaching $700M+ in annual run rate.
And GLP-1 are just one class of peptides.
Not going too deep here. You don’t need to.
Peptides searches are up 144% since last year, per google trends data.
Demand is there.
Some argue that "insiders are selling", but the reality is that it's almost completely dried up since October '25, per @finviz_com.
Insider selling has slowed materially...unusual.cc'ing @TheLongInvest on this.
This is more bullish than anything...it's a change in character from insiders.
Approaching a highly attractive entry area around $25-$26 on HIMS, currently $29.62.
If the peptide boom is real + sticky, it can structurally re-price HIMS in 2026 imo.
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