Peptides are moving towards approval. This is the first domino in a vastly consequential chain of events that ends up in $HIMS being worth $2,000 per share intrinsically by the year 2030. 1/ BPC-157 and the other generic peptides get approved. Millions of people try them. They see results. Then they ask the obvious question: what else can I take? 2/ They ask it on the platform that already has them. $HIMS is the largest D2C healthcare platform on Earth, and the only one with a vertically integrated supply chain. Vertical integration wins on price:value. Price:value wins the customer. 3/ Every customer becomes biomarker data. And the biomarker data gets deeper and more exhaustive every year: more patients, more panels, more before-and-after pairs. 4/ Eventually the data is so exhaustive that $HIMS AI can design personalised peptides for anyone. Optimal patient outcomes, at a fraction of the cost of anyone else in the market. 5/ This is the scenario that takes $HIMS to $2,000 intrinsic value by 2030. In everyone’s eyes, it becomes the platform that unlocks the new AI scaling law: life extension per token. It inverts the entire industry on its head: "drug discovery" gets immediately deprecated and all value accrues to the single AI trained with the most and highest quality biomarker data. 6/ This sends everyone on a race to space: if you don't own this AI, you're forced to succumb to it both as a pharma supplier and as a customer, because not using this AI means others beat you in selling drugs and you just don't live as long as customer, respectively. 7/ It becomes the most valuable subscription service on Earth as the AI gets increasingly predictive. Just like not running $PLTR today is a massive disadvantage, increasingly comparable to not using electricity, not running on the $HIMS OS means you don't have access to the core value creation machine that literally allows anyone in the industry to stay alive.

As peptides surge in popularity, better evidence and cleaner supply chains could help the field grow without leaving patients behind. #longevity# #peptides# #evidence# #supplychains# #patients#