The tweet was deleted by the author.
But we saved everything 🙂.
Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights that HIMS is ramping up efforts in the longevity and peptides sector.
He points to a significant hire as a signal the company is preparing for a major move, especially with the upcoming U.S. FDA and HHS hearing on peptides in July. Lupton underscores the importance of expertise in this area and references discussions with peptide experts he has recently followed on various podcasts.
Lupton has previously commented on high-profile corporate moves, pointing to RDDT's consideration of an exclusive $1 billion data licensing deal. He also identified MRVL as a notable player with a $260 billion market cap alongside other picks including CRDO, ALAB, and RDDT in a separate note highlighting his stock selections. His recent focus on HIMS marks a continuation of tracking companies with growth potential and major sector developments.