I talked to my contact earlier this week and they still think we get an announcement / press release before end of October for at least a few of the peptides that were discussed at PCAC meeting in late July. The 6 that could get moved are BPC157, TB500, KPV, MotsC, Epitalon and Semax.

Yesterday $GRAL jumped 33% on news that FDA staff had zero major concerns with Galleri's analytical performance, study design, or primary safety analysis This was released ahead of the Sep 23 FDA advisory panel, which will review + vote on GRAIL's application for FDA approval of Galleri Reminder that $HIMS invested $20M in GRAIL last October: - 285,510 shares at $70.05 avg price - Less than 1% stake - Worth ~$30M at ~$105/share So $HIMS is up $10M on its investment so far 👀 $HIMS is also a Galleri distribution partner Hims launched Galleri on its platform in Feb 2026: - GRAIL provides the multi-cancer blood test - Hims provides distribution, telehealth ordering, Labs membership, blood draws, results + follow-up - Galleri list price is ~$949 - Hims Labs customers get $250 off, bringing the test to $699 The per-test economics between $HIMS and $GRAL have not been disclosed

🚨 BREAKING COMPOUNDED GLP-1 NEWS In a warning letter to Empower Pharmacy, FDA is putting its previous public statements into action: mass compounding GLP-1 products, including formulations that add ingredients like B12 or niacinamide, may still constitute “essential copies” unless the change creates a documented, significant difference for an identified individual patient. FDA alleges Empower was producing these products regularly and in inordinate amounts, and questioned whether repeated “significant difference” justifications were truly individualized. $LLY $NVO $HIMS