Shkreli takes a swing at Hims peptides

Peptide drama, now with extra Shkreli

Martin Shkreli, never one to whisper, posted that he’s short Hims & Hers and dismissed the company’s peptide offerings as “fake medicine.” That’s not exactly the kind of endorsement you slap on a billboard.

Why investors care

This isn’t just internet noise. Hims has been leaning into peptides as part of its growth story, and that story lives or dies by how regulators draw the line on compounding.

• The FDA had already recommended against adding seven peptides to the 503A Bulk List, which would tighten the legal lane for compounding
• But an FDA advisory committee recently voted to add BPC-157 to the allowed pharmacy compounding list, which gave the stock a pop
• Translation: the regulatory maze is still very much under construction, and Hims investors are driving through it with no GPS

The stock is still trading a narrative

When a company’s bull case depends on whether regulators say “sure” or “absolutely not,” every headline matters. A Shkreli swipe won’t decide the outcome, but it does add more heat to an already spicy debate around Hims’ peptide ambitions.

Big picture: this is less about one troll post and more about whether Hims can turn a controversial product category into a durable growth engine without getting clipped by regulators.