Reptides

The peptide industry is a sales floor... Affiliate codes, influencer hype, vendors selling, doctors selling. All peptide information right now is a marketing funnel. Reptides is the evidence layer. And for $100 you get unlimited access, for a lifetime. To an ever evolving research platform.

Argenx ($ARGX) announced a deal worth up to $1.15B to acquire peptide developer Unnatural Products on Nov 9. The acquisition would add a macrocyclic peptide discovery platform to its immunology business: > $550M upfront > Up to another $595M tied to development and regulatory milestones > Potential applications in oral and long-acting treatments for immune diseases > Unnatural Products' team would continue operating from Santa Cruz, California The deal is expected to close by the end of 2026, subject to customary conditions.

Health Canada reported Nov 6 that testing found bacteria in injectable products from ERP Peptide, alongside the seizure of more than 11,400 vials. The investigation involved the supplier and two Canadian online retailers: > Testing identified Acinetobacter bacteria and Cutibacterium acnes > Retailers named were True North Biolabs and BC Axiom Peptide > Both retailer websites are now offline following enforcement action > The advisory names products including retatrutide, tirzepatide, MOTS-c, tesamorelin, hCG and NAD+ Health Canada says it is working with border officials to stop unauthorized shipments from the supplier entering Canada.

Hims & Hers ($HIMS) says Peptides+ is expected to launch by the end of November, with BPC-157 and TB-500 planned to follow when regulations permit. The company outlined the offering during its Nov 9 earnings call: > Initial treatments include sermorelin, glutathione, NAD+ and B12 > Personalized treatment plans overseen by clinicians > Access to regular blood testing and ongoing clinical support > BPC-157 and TB-500 availability remains dependent on the regulatory environment Hims also says it plans to manufacture the raw active ingredients for BPC-157 and TB-500 at its Menlo Park, California facility.

The SEC filing behind Huberman's $HIMS appointment also discloses separate multimillion-dollar advisory and advertising deals. Alongside his board compensation, the arrangements include: > $3.5M per year for scientific and brand advisory work under a two-year agreement > Up to another $1M per year for optional paid advertising videos > $5M per year for podcast advertising through his co-owned company, Scicomm Media > An estimated $2.1M annual financial interest for Huberman in that podcast agreement Hims classified Huberman as a non-independent director in the filing.

The FDA announced Nov 9 that all GLP-1 drugs will need a warning about a rare eye condition that can cause permanent vision loss. The warning concerns NAION, which involves reduced blood flow to the optic nerve: > The FDA reviewed 126 randomized trials involving more than 134,000 patients > GLP-1 groups had 6.4 cases per 100,000 patient-years > Comparison groups had 3.8 cases per 100,000 patient-years > Symptoms can include sudden, painless vision loss, blind spots and blurred vision The agency advises patients who develop these symptoms to contact a healthcare professional right away.

DataMEDS ($MEDS) said Nov 9 that Corexa Pharmacy completed its first commercial sale of a peptide named in HHS' six-peptide policy. The company says the sale followed HHS' enforcement-discretion policy: > The six peptides are BPC-157, TB-500, KPV, MOTS-c, epitalon and Semax > Corexa did not identify which peptide it sold > No price, sales volume or revenue figure was disclosed > The company plans to market the offering to prescribing physicians Corexa says it is still developing its pricing model. These compounded products are not FDA-approved.

Lifting three times a week reduced lean-mass loss and improved strength during tirzepatide treatment. A randomized trial published in Nature Medicine yesterday, 120 adults for 40 weeks: > The exercise group completed three supervised resistance-training sessions per week > Average lean-mass loss was 3.57 kg with lifting vs 4.67 kg without > Weight loss was similar: 22.28 kg with lifting vs 22.61 kg without > Upper- and lower-body strength increased with lifting and declined without it Both groups lost some lean mass, but the group that lifted finished the study stronger.

Andrew Huberman has joined Hims & Hers' ($HIMS) board of directors, according to a Nov 9 announcement. His involvement includes a board seat, scientific advice and a commercial relationship with the company: > The board appointment took effect on Nov 4 > He will serve as a scientific and brand marketing advisor > The Huberman Lab podcast will provide advertising support > His annual board compensation includes $50K in cash and $250K in equity The appointment comes as Hims prepares to launch Peptides+ later this month, with BPC-157 and TB-500 planned to follow when regulations permit.

Hims & Hers ($HIMS) shares fell roughly 18% during Nov 10 trading after its Q3 earnings report showed shrinking margins and weaker sales guidance. The company is growing revenue quickly, but profitability is under pressure: > Q3 revenue reached $890.4M, up 49% year over year > Gross margin fell to 57%, down from 74% a year earlier > The company reported a $33M net loss > Q4 revenue guidance of $875M-$895M came in below Wall Street's $955.1M estimate Hims also cut its full-year adjusted EBITDA forecast to $257M-$277M as it continues expanding into new treatments and international markets.

the reptides update is out. ten new things: 1. paste any post and see what each claim rests on: a human trial, a rat study, or nothing 2. compound pages show how many effects were ever seen in people. bpc-157: 1 of 12 3. trials recruiting right now, on compound pages, with a map of every site 4. a calendar of upcoming FDA decisions and deadlines, and you can call how they'll go 5. photo a vial and your phone tells you how it looks. not a lab test, and it says so 6. before you start, write down what you expect to change and when you'll judge it 7. see where your compounds act on the same part of the body 8. add a blood draw and the journal lists the markers your stack is documented to move 9. when something changes, see what changed in your stack around that day. it won't guess which one did it 10. what members expected from a compound vs how it went, from journal-backed reports reptides.co

A swallowable capsule designed to deliver injectable drugs using a tiny liquid jet inside the small intestine. Biora’s BioJet has received ethics approval for its first human trial in Australia. The study will test oral delivery of adalimumab, with dosing expected in December and data in early 2027. The platform has also been tested with peptides in animal studies.

GLP-1 research into alcohol use disorder is moving forward. $ALT will present Phase 2 results for pemvidutide, an investigational GLP-1/glucagon agonist, on November 9. The company previously reported significantly fewer heavy drinking days versus placebo in its 24-week randomized trial. An FDA meeting to discuss the Phase 3 program is scheduled for December.

BREAKING: EVERY CLINIC IN THE US STARTS SELLING PEPTIDES

Once-monthly GLP-1 maintenance just posted positive Phase 3b results. According to Gan & Lee, patients who completed 52 weeks of bofanglutide every two weeks maintained their weight after switching to monthly injections. Over the next 24 weeks, average weight changed by +0.41% or -0.12% with monthly treatment, versus +8.52% with placebo. Company-reported topline results from a trial in China. Full publication is still pending.

$HIMS isn’t the only telehealth platform expanding access to Lilly’s obesity drugs. On November 5, $LFMD announced an arrangement with $LLY allowing its affiliated pharmacy to dispense and ship Zepbound and Foundayo directly to eligible patients at Lilly’s self-pay prices. LifeMD yesterday. Hims today. Lilly is expanding its reach across telehealth.

BREAKING: $LLY just struck a deal with $HIMS to offer its FDA-approved obesity treatments directly through the platform. Self-pay medication prices start at: > Zepbound (tirzepatide): $299/month > Foundayo (oral orforglipron): $149/month Patients can now order without leaving Hims for LillyDirect.

When it comes to peptides, looking better seems to matter more to many people than living longer. According to a16z's survey, 35.5% of peptide users cited appearance as a reason for use, compared with 27.4% for longevity.