Feb. 8 at 2:26 PM
$HYDTF glp-1 take down will crush HIMS
<@724181886976393269> <@372135912773255178> Hydreight’s current GLP-1 patients are all on compounded medications, but the key distinction is that these are prescribed only after bloodwork, medical assessments, and physician review, making each treatment personalized to the individual patient. That’s exactly what FDA guidance under 503A requires — compounded products can’t be “essentially a copy” unless a prescriber determines a clinically significant difference. In our case, the lab + physician process + personalized treatment is that difference.
It’s true there’s no legal precedent yet, which means risk exists for the entire industry — as HIMS noted in their own 10-Q. The difference is Hydreight’s approach is deliberately more thorough and compliance-driven: we didn’t chase short-term order volume, we built a framework that stands up to scrutiny.
Looking ahead, based on feedback from major licensees (including those who already sell branded .
