Where Wall Street meets wet lab. Breaking down biotech catalysts in plain English. Not investment advice 🧬 biopharmascope.com
Joined October 2025
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$LLY aggressively deploying its cash cow capital into next-gen tech. Three massive moves to watch:
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3️⃣ **Global R&D:** Locks in a 5-program R&D pact with China’s Haisco worth up to **$3B**. Risk-mitigated milestone play to tap into regional innovation hubs.
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**The Takeaway:** Lilly isn't resting on its laurels. Management is actively diversifying the pipeline away from single-asset reliance, justifying its premium valuation. Long-term bullish. 🚀 #Biotech #Investing #Stocks
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$DRTS holding this $10 level pretty solid, more room as more results come out later
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Is there a Groupon app/integration in ChatGPT and others yet?
$GRPN
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Has $HIMS hit the bottom yet?
Down 26% on the month and 64% in the last year
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$DRTS with good early clinical trial results for glioblastoma and pancreatic cancer.
Analysts have PT of $15
Currently $10.42 and up 108% YTD
Further positive results in clinical trials would make a potential acquisition or revenue generating opportunity.
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🚨Breaking 💊: FDA Commisioner Makary to leave his role under pressure from Trump.
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$HIMS down 9% AH after slight miss. Still a bull case if you believe in the potential in peptides as retatrutide finishes up trials, with FDA approval expected around 2027. Expansion of already approved injectable and oral GLP-1s could bolster revenue, especially if ⬇️
May 11
$HIMS Q1 EARNINGS
• Revenue $608M vs Est. $618M
• EPS ($0.40) vs Est. $0.02
• EBITDA $44M vs Est. $46M
• Gross Margin: 65% vs Est. 72%
• Subscribers $2.6M vs Est. $2.6M
Q2 Guidance
• Revenue $690M vs Est. $645M
• EBITDA $45M vs Est. $70M
FY26 Guidance
• Revenue $2.9B vs Est. $2.8B
• EBITDA $315M vs Est. $319M
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If insurance coverage for GLP1s expand. Medicaid coverage for GLP-1 drugs (such as Ozempic, Wegovy, and Mounjaro) is expanding in 2026 through the BALANCE model.
$HIMS could also look to target other expanding areas of personalized medicine and telehealth
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$HIMS remains up 5% on the day, with earnings coming up after-hours today
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This will be bad for “peptide companies” compounding China bulk substance.
Apr 30
$HIMS $NVO $LLY
🚨 BREAKING: FDA PROPOSES TO EXCLUDE SEMAGLUTIDE, TIRZEPATIDE, AND LIRAGLUTIDE ON 503B BULKS LIST
- $HIMS GLP-1 partners have been 503A pharmacies -- NOT 503B FACILITIES -- since the end of the shortage
- FDA says there is no clinical need for 503B outsourcing facilities to compound these drugs from bulk substances
- 503Bs cannot compound drugs using bulk drug substances unless the substance appears on the 503B bulks list
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🚨 ~30% of required clinical trial results are missing from public databases.
This is a large systemic issue affecting drug transparency, investor decisions, and patient safety.
Thread 🧵👇
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The FDA is pushing for stronger compliance to:
✔ Improve transparency
✔ Strengthen scientific integrity
✔ Protect patients
But enforcement monitoring still need to catch up.
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At BioPharmaScope, this is exactly the kind of gap we care about:
🔍 Surfacing hidden risks
📊 Tracking real trial outcomes
⚡ Connecting catalysts to reality
Because better data → better decisions.
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