Jonah Lupton(@JonahLupton):The grey market peptide industry is much bigger than people realize… this is $20M of Retatrutide in just one shipment. I think there’s a good chance the grey market is $8-10 billion per year and I think it will be 5-10x bigger over the next 4-5 years once peptides start moving to Cat1 which starts to bring peptide manufacturing back to the US. I think there’s 3-4 public companies that will meaningfully benefit from peptides. We own 2 of them.

Jonah Lupton

@JonahLupton

CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts

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Jonah Lupton@JonahLupton

2026.08.28 22:34

The grey market peptide industry is much bigger than people realize… this is $20M of Retatrutide in just one shipment. I think there’s a good chance the grey market is $8-10 billion per year and I think it will be 5-10x bigger over the next 4-5 years once peptides start moving to Cat1 which starts to bring peptide manufacturing back to the US. I think there’s 3-4 public companies that will meaningfully benefit from peptides. We own 2 of them.