HIMS Stock Logs Worst Week In 2 Months — Turns To Peptides Campaign Ahead Of Key FDA Meeting

• Hims launched a new consumer campaign explaining peptides and their potential role in mainstream healthcare.
• FDA staff and the Partnership for Safe Medicines have urged rejection, citing weak human evidence, contamination risks and regulatory gaps.
• The scrutiny contrasts with Health Secretary Robert F. Kennedy Jr.’s more permissive stance toward peptide compounding.

Shares of Hims & Hers Health, Inc. (HIMS) are turning investor attention toward peptides after its roughest week in two months, as it launches a new consumer campaign just days before a closely watched FDA advisory meeting.

HIMS stock declined 7% last week, with shares also down over 1% in overnight trading heading into Monday. 

Hims Begins Peptides Campaign

Late Sunday, HIMS published an Instagram carousel explaining what peptides are, why they have attracted biohackers and how they could become part of mainstream healthcare. The campaign comes as investors search for Hims’ next major growth engine beyond compounded GLP-1 drugs, and as regulators prepare to decide whether seven popular peptides should receive a clearer pathway into the U.S. compounding market.

Hims said more than 170 peptides are in active clinical development, presenting the category as established science rather than a passing wellness trend. “Peptides aren’t new—they’ve been researched for decades,” the post said. “What’s changed? Research is growing, and peptides are becoming part of mainstream health conversations.”

The final slide also acknowledged one of the market’s biggest challenges: inconsistent sourcing and formulation. “Not all peptides are created equal,” Hims said. “The science is real. Quality is what makes the difference.”

Key FDA Peptide Review Looms 

The campaign comes ahead of the FDA’s July 23-24 Pharmacy Compounding Advisory Committee meeting, where members will consider adding BPC-157, Emideltide, Epitalon, KPV, MOTS-c, Semax and TB-500 to the Section 503A Bulks List.

FDA staff have recommended against all seven, citing limited human evidence, unclear formulations and unresolved risks including immune reactions and contamination. Former committee member Dr. Anita Gupta said earlier reviews raised “some red flags” over immunogenicity and pointed to reports of “heavy metals,” “microbial contamination” and mislabeling.

The Partnership for Safe Medicines also urged rejection, saying the evidence is dominated by animal studies, laboratory research and weak overseas trials. It noted that BPC-157 has fewer than 36 human participants across three studies, KPV has no live-human trials and TB-500 has only one human tolerance study. The group also warned that compounding could falsely signal FDA approval and cited 127 peptide shipments entering U.S. ports in the first quarter, with about 39% coming from manufacturers outside FDA oversight.

That stance contrasts with Health Secretary Robert F. Kennedy Jr.’s push for a looser approach. Kennedy has said peptides worked on his injuries with “really good effect,” while 12 peptides were moved into Category 1 in April, an early step toward possible pharmacy compounding.

How Do Retail Traders Feel About HIMS?

On Stocktwits, retail sentiment for HIMS slipped to ‘bearish’ from ‘neutral’ territory a month ago amid a 200% jump in 24-hour message volumes.

One user said, “If the upcoming peptide meeting goes well, this portfolio is absolutely going to the moon! Rolling heavy with $HIMS at 71.95%, aggressively increased $ENHA to 11.7%, alongside $ABCL and $PRME.“

Another user expressed anticipation saying, “$HIMS peptide announcement less than 2 weeks away”

HIMS stock has declined 32% over the past year. 

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read Next: ASTS Stock Slips Overnight Despite Fresh New Zealand Gateway Approval For AST SpaceMobile