I discussed this thesis with @JonahLupton a few times and I also own a small position in $NURS.NE ($NURS.V). We covered Hydreight on our Substack in the beginning of the year and provide quarterly updates on the thesis.
What we like is the infrastructure and the scaling
Jonah Lupton@JonahLuptonIf we start to see peptides get moved back to category 1, the two biggest beneficiaries will be $HIMS and $NURS.V
Most of you are familiar with $HIMS (~3 million members across multiple continents) so I won't spend time on this one. I've shared my long-term thesis before... I
