2026-08-12Lilly's suits against black-market sellers could shape regulatory landscape for Hims' legal peptide offering
2026-08-26New NAD ruling mandates ad wording changes, impacting product marketing
2026-09-09Q2 announced plans to offer peptides by end-2026; hiring signals execution
2026-09-15New hire from a leading peptide manufacturer strengthens in-house peptide production
2026-09-17Following the hiring of a peptide production expert, a new Quality Director role for peptide API signals deepening in-house manufacturing plans
2026-09-27 아칸소 RCT, BPC-157 미국 첫 임상시험…펩타이드 전략 강화
이전 이벤트 28건›
제품호재
HIMS Launches AI-Powered App Experience for Weight Loss Members영어 원문
New feature uses treatment history and outcomes to create a feedback loop; CEO Elshenawy highlights personalization edge
첫날 +3.1% · 5일 후 +0.1%
애널리스트
J.P. Morgan re-initiates coverage on HIMS with Hold and $32 PT영어 원문
Analyst sees Novo partnership offsetting GLP-1 headwinds, positive on vertical integration and brand scale
첫날 +0.3% · 5일 후 +1.7%
애널리스트호재
Analysts expect HIMS Q3 net income positive, revenue forecast above $900M영어 원문
Multiple sources forecast Q3 revenue up >50% YoY; profitability could trigger re-rating
첫날 +0.3% · 5일 후 +1.7%
M&A·자금조달악재
HIMS Faces Securities Lawsuit, DJS Law Group Seeks Investors영어 원문
Company announcement reveals lawsuit, potential disclosure issues, adding legal risk
첫날 -3.0% · 5일 후 -1.1%
규제
FDA Warning Escalates, HIMS Pressured but Q2 Results Strong영어 원문
Q2 revenue up 38.2% to $753M, raises guidance, but FDA regulatory risk persists
첫날 +0.8% · 5일 후 -4.3%
›전개 과정 3회
2026-09-02FDA tightens rules on compounded GLP-1s, impacting HIMS offerings
2026-09-03FDA names 30 firms, HIMS stock falls, but company raises full-year guidance, mixed signals
2026-09-03Q2 revenue up 38.2% to $753M, raises guidance, but FDA regulatory risk persists
기업호재
Hims officially enters Australia, marking first Asia-Pacific expansion영어 원문
Company announcement confirms entry via Eucalyptus acquisition, paving way for international growth
첫날 -3.9% · 5일 후 -1.9%
규제악재
Hims & Hers shares drop 8% on Visa monitoring dispute영어 원문
US FTC Sues Hims & Hers Over Health Data Sharing영어 원문
Stock remains under pressure; investors eye FTC suit and FDA peptide rules impact.
첫날 +8.2% · 5일 후 +9.7%
›전개 과정 2회
2026-07-30Allegedly shared sensitive health data with advertisers like Meta and Snap, plus deceptive billing and cancellation practices
2026-08-03Stock remains under pressure; investors eye FTC suit and FDA peptide rules impact.
M&A·자금조달호재
Vanguard Capital Management Discloses 5.01% Stake in Hims영어 원문
Following an internal reorganization in Jan 2026, Vanguard Capital Management now holds ~11.2M shares (5.01%), while Vanguard Group previously held 21M shares.
첫날 +2.7% · 5일 후 +13.8%
기타
'What Are Peptides' Hits All-Time High on Google Trends영어 원문
Celebrity endorsement adds to prior Google Trends spike, boosting peptide product attention.
첫날 +7.7% · 5일 후 +1.9%
›전개 과정 2회
2026-07-27Google Trends shows record searches for 'peptides', highlighting interest in GLP-1 drugs, affecting Hims and peers.
2026-07-28Celebrity endorsement adds to prior Google Trends spike, boosting peptide product attention.
규제
FDA Peptide Meeting July 23-24 to Decide Fate of Key Peptides영어 원문
6 of 7 peptides got 'YES' votes; HIMS and ENHA both fell ~14%, market reacted negatively
첫날 -0.4% · 5일 후 -7.5%
›전개 과정 8회
2026-07-20FDA Pharmacy Compounding Advisory Committee to decide on BPC-157, TB-500, KPV, MOTS-c for 503A bulk list
2026-07-20CMO testimony adds company-level stake to FDA peptide hearing; major media coverage intensifies
2026-07-22After criticism of pro-peptide stacking, FDA adds 8 members incl. consumer rep and Semax topic expert
2026-07-23Reuters: if FDA loosens manufacturing restrictions, Hims & Hers could tap multi-billion-dollar peptide market
2026-07-24If adopted, Hims could expand peptide access via licensed pharmacies; analysts see it as clearly positive
2026-07-25FDA advisory panel voted favorably on 6 of 7 peptides, a win for Hims compounding; stock later fell 22% from intraday high; analyst raised PT.
2026-07-24Seeking Alpha analyst upgrades Hims to Buy, citing FDA panel peptide momentum and operational discipline.
2026-07-256 of 7 peptides got 'YES' votes; HIMS and ENHA both fell ~14%, market reacted negatively
M&A·자금조달호재
Samsung Biologics to Acquire PolyPeptide for $1.5B, Entering Peptide Manufacturing영어 원문
CAO departs after more than seven years, drawing market attention
첫날 -0.4% · 5일 후 -7.5%
8-K 공시
8-K: 이사·임원 변동
첫날 -2.5% · 5일 후 -14.5%
규제호재
EU Approves Novo's Oral Wegovy; HIMS Partnership Highlighted영어 원문
EU approves oral Wegovy 25mg for obesity; WSJ notes HIMS partnership helps Novo lead Lilly in oral obesity market
첫날 -9.4% · 5일 후 -2.8%
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생
첫날 +8.4% · 5일 후 -5.6%
관련 소식 · 이 종목은 주체가 아님
관련기업
Viking VK2735 maintenance data lifts shares premarket영어 원문
The company says biweekly or monthly dosing can preserve most prior weight loss, highlighting a potential adherence advantage.
첫날 +3.7% · 5일 후 -5.7%
관련기업
Oura sets $2.2 billion IPO at a $15.62 billion valuation영어 원문
The smart-ring maker’s updated filing shows most of the offering comes from existing shareholders, a closely watched test for consumer-tech listings.
첫날 +3.7% · 5일 후 -5.7%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
M&A·자금조달🔥진행 중
CFO 매도 이후 Hims 옵션 활동과 구독자 모델 추정
이례적 옵션과 구독자/ARPU 모델 추정이 3분기 관심사 부각
첫날 +0.5% · 현재까지 -0.4%
›전개 과정 2회
2026-09-25 내부자 매도, 내부 신뢰도에 관심 쏠릴 수도
2026-09-30 이례적 옵션과 구독자/ARPU 모델 추정이 3분기 관심사 부각
규제호재
Hims, 펩타이드 사업 확장: BPC-157 임상시험 시작영어 원문
아칸소 RCT, BPC-157 미국 첫 임상시험…펩타이드 전략 강화
첫날 -1.8% · 5일 후 +3.7%
›전개 과정 6회
2026-08-12Lilly's suits against black-market sellers could shape regulatory landscape for Hims' legal peptide offering
2026-08-26New NAD ruling mandates ad wording changes, impacting product marketing
2026-09-09Q2 announced plans to offer peptides by end-2026; hiring signals execution
2026-09-15New hire from a leading peptide manufacturer strengthens in-house peptide production
2026-09-17Following the hiring of a peptide production expert, a new Quality Director role for peptide API signals deepening in-house manufacturing plans
2026-09-27 아칸소 RCT, BPC-157 미국 첫 임상시험…펩타이드 전략 강화
제품호재
HIMS Launches AI-Powered App Experience for Weight Loss Members영어 원문
New feature uses treatment history and outcomes to create a feedback loop; CEO Elshenawy highlights personalization edge
첫날 +3.1% · 5일 후 +0.1%
애널리스트
J.P. Morgan re-initiates coverage on HIMS with Hold and $32 PT영어 원문
Analyst sees Novo partnership offsetting GLP-1 headwinds, positive on vertical integration and brand scale
첫날 +0.3% · 5일 후 +1.7%
애널리스트호재
Analysts expect HIMS Q3 net income positive, revenue forecast above $900M영어 원문
Multiple sources forecast Q3 revenue up >50% YoY; profitability could trigger re-rating
첫날 +0.3% · 5일 후 +1.7%
이전 이벤트 25건›
M&A·자금조달악재
HIMS Faces Securities Lawsuit, DJS Law Group Seeks Investors영어 원문
Company announcement reveals lawsuit, potential disclosure issues, adding legal risk
첫날 -3.0% · 5일 후 -1.1%
규제
FDA Warning Escalates, HIMS Pressured but Q2 Results Strong영어 원문
Q2 revenue up 38.2% to $753M, raises guidance, but FDA regulatory risk persists
첫날 +0.8% · 5일 후 -4.3%
›전개 과정 3회
2026-09-02FDA tightens rules on compounded GLP-1s, impacting HIMS offerings
2026-09-03FDA names 30 firms, HIMS stock falls, but company raises full-year guidance, mixed signals
2026-09-03Q2 revenue up 38.2% to $753M, raises guidance, but FDA regulatory risk persists
기업호재
Hims officially enters Australia, marking first Asia-Pacific expansion영어 원문
Company announcement confirms entry via Eucalyptus acquisition, paving way for international growth
첫날 -3.9% · 5일 후 -1.9%
규제악재
Hims & Hers shares drop 8% on Visa monitoring dispute영어 원문
US FTC Sues Hims & Hers Over Health Data Sharing영어 원문
Stock remains under pressure; investors eye FTC suit and FDA peptide rules impact.
첫날 +8.2% · 5일 후 +9.7%
›전개 과정 2회
2026-07-30Allegedly shared sensitive health data with advertisers like Meta and Snap, plus deceptive billing and cancellation practices
2026-08-03Stock remains under pressure; investors eye FTC suit and FDA peptide rules impact.
M&A·자금조달호재
Vanguard Capital Management Discloses 5.01% Stake in Hims영어 원문
Following an internal reorganization in Jan 2026, Vanguard Capital Management now holds ~11.2M shares (5.01%), while Vanguard Group previously held 21M shares.
첫날 +2.7% · 5일 후 +13.8%
기타
'What Are Peptides' Hits All-Time High on Google Trends영어 원문
Celebrity endorsement adds to prior Google Trends spike, boosting peptide product attention.
첫날 +7.7% · 5일 후 +1.9%
›전개 과정 2회
2026-07-27Google Trends shows record searches for 'peptides', highlighting interest in GLP-1 drugs, affecting Hims and peers.
2026-07-28Celebrity endorsement adds to prior Google Trends spike, boosting peptide product attention.
규제
FDA Peptide Meeting July 23-24 to Decide Fate of Key Peptides영어 원문
6 of 7 peptides got 'YES' votes; HIMS and ENHA both fell ~14%, market reacted negatively
첫날 -0.4% · 5일 후 -7.5%
›전개 과정 8회
2026-07-20FDA Pharmacy Compounding Advisory Committee to decide on BPC-157, TB-500, KPV, MOTS-c for 503A bulk list
2026-07-20CMO testimony adds company-level stake to FDA peptide hearing; major media coverage intensifies
2026-07-22After criticism of pro-peptide stacking, FDA adds 8 members incl. consumer rep and Semax topic expert
2026-07-23Reuters: if FDA loosens manufacturing restrictions, Hims & Hers could tap multi-billion-dollar peptide market
2026-07-24If adopted, Hims could expand peptide access via licensed pharmacies; analysts see it as clearly positive
2026-07-25FDA advisory panel voted favorably on 6 of 7 peptides, a win for Hims compounding; stock later fell 22% from intraday high; analyst raised PT.
2026-07-24Seeking Alpha analyst upgrades Hims to Buy, citing FDA panel peptide momentum and operational discipline.
2026-07-256 of 7 peptides got 'YES' votes; HIMS and ENHA both fell ~14%, market reacted negatively
M&A·자금조달호재
Samsung Biologics to Acquire PolyPeptide for $1.5B, Entering Peptide Manufacturing영어 원문
