--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/42299776.md" description: "Reason for the June 29th slump: The FDA just released new briefing materials for the Peptides meeting on July 23-24.​Here's a quick summary:​The FDA proposes excluding all 7 peptides from the 503A bulk drug substance list (keeping them "OFF") — this means 503A compounding pharmacies will be unable to compound BPC-157, TB-500, or other peptides under review.​This is still a preliminary proposal. The PCAC (Pharmacy Compounding Advisory Committee) will provide recommendations to the FDA at the meeting, and the FDA will make a final decision after considering the PCAC's input.​The FDA just added 8 new members, most of whom are involved in promoting or prescribing peptides. The committee now effectively has a composition "loaded with interests" that leans towards making favorable recommendations for peptides.​2. Key Points Summary​Negative regulatory stance (bearish): The FDA's current preliminary stance is very tough, proposing to exclude all 7 popular peptides like BPC-157 and TB-500 from the 503A list that allows legal compounding. This is a major obstacle for Hims, which wants to sell these products compliantly.​The game is still uncertain (potential turnaround): This policy is currently only a "preliminary proposal," not a final decision. The PCAC advisory meeting at the end of July will be a critical window, and the backgrounds of the 8 newly added members mostly support the peptide business. This means the internal dynamics of the committee could bring a reversal opportunity for the final compliance fate.$Hims & Hers Health(HIMS.US)" datetime: "2026-06-29T21:50:08.000Z" locales: - [en](https://longbridge.com/en/topics/42299776.md) - [zh-CN](https://longbridge.com/zh-CN/topics/42299776.md) - [zh-HK](https://longbridge.com/zh-HK/topics/42299776.md) author: "[ST欧阳昆汀(被困Hims版)](https://longbridge.com/en/profiles/4868421.md)" --- # Reason for the June 29th slump: The FDA just relea… ### Related Stocks - [HIMS.US](https://longbridge.com/en/quote/HIMS.US.md) ## Comments (2) - **Free download · 2026-06-30T03:51:47.000Z**: There aren't that many negative factors. Hold until 2030 and see. - **ST欧阳昆汀(被困Hims版)** (2026-06-30T04:50:26.000Z): Isn't this a negative factor? Who has the time to wait until 2030.