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Shares of telehealth operator Hims & Hers jumped sharply on April 16-17 after U.S. Health and Human Services Secretary Robert F. Kennedy Jr. said the Food and Drug Administration will convene a Pharmacy Compounding Advisory Committee meeting in July to consider removing a group of peptides from Category 2 restrictions and potentially adding some to the 503A compounding list.
The move — described by officials as the start of a multi-stage reassessment that could continue into early 2027 — prompted investor optimism that Hims can scale peptide therapies using its California manufacturing facility acquired in 2025.
Analysts and brokerages flagged the change as a positive regulatory pathway but warned revenue impacts will take time.
The stock rallied into double-digit gains in one session and posted further intraday strength; market commentary noted a high P/E ratio (around the high 40s to low 50s) and about $3.4 million of recent insider selling.
Regulators and clinicians continue to flag limited clinical evidence and safety concerns for many peptide uses — including one, MK-677, that has anti-doping implications — so any policy shift would be gradual and advisory in scope.








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