HHS Advances Compounded Peptide Access Plan, Lifting Hims & Hers 6%
HIMS has more than doubled off its 52-week low of $13.74.
Summary
HHS sent an interim access policy to the White House's OMB for review that would let compounding pharmacies manufacture popular peptides like BPC-157, and the stock closed up 6% on the news. This builds on the July FDA advisory panel's 8-6-1 vote to recommend allowing compounding of BPC-157, the first of seven peptides under consideration. The policy has backing from HHS Secretary RFK Jr., who has publicly endorsed peptides, but the science remains thin and the products are largely social-media driven. For Hims & Hers, a telehealth player already selling compounded weight-loss and wellness products, a green light on peptide compounding opens a new revenue line at a time when its core weight-loss offering is under pressure — Q1 2026 posted a $92.1M net loss tied to restructuring there. The company also faces an FTC and state lawsuit over health-data sharing and an FDA warning on compounded GLP-1s, so regulatory tailwinds and headwinds are running simultaneously.
At the time of this announcement, HIMS was trading at $29.13 on NYSE in the Life Sciences sector, with a market capitalization of approximately $6.9B. The 52-week trading range was $13.74 to $65.30. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Seeking Alpha.