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![_Sgr_A_Star Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2508560796.png) The God Particle [@_Sgr_A_Star](/creator/twitter/_Sgr_A_Star) on x XXX followers
Created: 2025-07-26 17:14:39 UTC

I'm not sure how I feel about these news:

On the one hand...

Unless $HIMS decides to start selling compounded Tirzepatide as well (which they've said in the past they wouldn't), these news introduce a better drug, at competitive prices into the compounded/personalized GLP1 space. Bearish.

On the other hand...

If compounded Tirzepatide is back in production (for legitimate reasons), it provides HIMS' more "legal cover" and once again (temporarily?) de-risks their personalized sema sales. Bullish.


XXX engagements

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**Related Topics**
[$hims](/topic/$hims)
[hims hers](/topic/hims-hers)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

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