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.