Thanks to our partner:Superpower - https://superpower.com
In episode 75 of Hims House, Jonathan Stern talks with Dr. Alex Tatem, a board-certified urologist who has worked with peptides for 12 years and paid his own way to Silver Spring, MD, to testify on all 7 peptides before the FDA's Pharmacy Compounding Advisory Committee. The panel overruled the FDA's own scientists and recommended six of seven for the 503A Bulks List — DSIP the lone no — and Tatem describes what the national media coverage missed: specifically, briefing documents that omitted the peptide data entirely. He explains why the recommendation isn't binding, why a final rule could take months or years, and how limits on route of administration could hollow out the win. On the business side: why Hims and Noom will wait for final rulemaking while smaller players roll the dice, the API landscape, and the market dynamics of BPC-157 once approved.
00:00 - Sponsor: Superpower
01:37 - What it was like in the room of the FDA
05:53 - Briefing documents OMITTED the data
11:33 - The one "NO" vote
17:33 - Why the win isn't binding
21:33 - Rulemaking timeline: likely months or years
24:19 - RFK vs the FDA bureaucracy
28:06 - Who will sell peptides before final rulemaking
31:34 - Hims likely won't
34:43 - Peptide marketing claims
40:18 - Every raw material (API) comes from China
45:23 - BPC under $100 a month?
48:29 - Where was Ro?
50:08 - The best argument *against* peptides
55:12 - Peptides will be an economic gold rush
Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.