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HIMSBEARISHIn depth · 4/5

Compounded GLP-1 boom was a temporary loophole

The guest argued that Hims' explosive growth from compounded GLP-1 drugs in 2024 was built on exploiting an FDA shortage loophole that had a clear expiration date, which created significant risk when it closed.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE