Author
@himshouse himshouse
grade Cx.com/himshouse ↗
Obsessive single-name HIMS tracker riding the GLP-1/peptide obesity-drug wave.
Aggregates and synthesizes news, analyst actions, channel/ap
trader score
-0.89
hit rate
20%
mean α
-0.87%
signals 14d
69
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 20% hit rate, -0.87% mean alpha, trader score -0.89. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 65 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | HIMS | @himshouse | +0.45 | Cites policy advocates as supporting broader legal access to compounded peptides. | -1.3% | tweet ↗ |
| 2026-10-16 | HIMS | @himshouse | -0.25 | Notes another 5% HIMS decline despite anticipated peptide policy benefits. | -1.3% | tweet ↗ |
| 2026-10-16 | HIMS | @himshouse | +0.30 | Argues an FDA warning letter is narrow and does not signal a broader GLP-1 crackdown. | -1.3% | tweet ↗ |
| 2026-10-16 | HIMS | @himshouse | +0.30 | Hims is hiring two Boston engineering roles apparently tied to scaling home blood testing. | -1.3% | tweet ↗ |
| 2026-10-16 | HIMS | @himshouse | +0.70 | Claims Hims' domestic peptide facility provides a major competitive and pricing advantage. | -1.3% | tweet ↗ |
| 2026-10-16 | HIMS | @himshouse | +0.05 | States Foundayo is offered on Hims' platform, likely at lower margins than Novo products. | -1.3% | tweet ↗ |
| 2026-10-16 | NVO | @himshouse | -0.10 | EMA recommended Lilly's Foundayo for obesity and type 2 diabetes, advancing it toward approval. | +0.6% | tweet ↗ |
| 2026-10-16 | LLY | @himshouse | +0.50 | EMA recommended Lilly's Foundayo for obesity and type 2 diabetes, advancing it toward approval. | +1.3% | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.50 | AP sources say a White House plan would permit compounding of popular peptides including BPC-157. | -5.7% | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.45 | AP reports HHS submitted an interim policy allowing pharmacies to compound peptides. | -5.7% | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.60 | Uses multiple market-size estimates to argue peptides are a very large growth market for Hims. | -5.7% | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.75 | Strongly endorses Hims as the leading beneficiary of eased peptide restrictions. | -5.7% | tweet ↗ |
| 2026-10-15 | · | @himshouse | · | Reports an estimated 2–8 week FDA review window, while noting 90+ days is possible. | · | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.45 | FDA submitted an interim compounded-peptide access policy for federal review. | -5.7% | tweet ↗ |
| 2026-10-15 | HIMS | @himshouse | +0.50 | Industry CEO says a peptide-policy announcement is highly likely before year-end. | -5.7% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.