Peptide News Digest

PCAC Day 1: BPC-157 and KPV Recommended 8-6, HIMS Surges 13%, Arrowhead Plozasiran Phase 3 Win

PCAC narrowly votes 8-6 in favor of BPC-157 and KPV; HIMS surges 10-13%; Arrowhead plozasiran Phase 3 win; Day 2 votes Friday.

6 stories · Covering regulatory, industry, clinical-trials

Editor's Note

Thursday brought the most consequential peptide regulatory news of the year. The FDA Pharmacy Compounding Advisory Committee (PCAC) voted narrowly 8-6 with one abstention to recommend adding BPC-157 to the Section 503A Bulks List, against the explicit recommendation of FDA career staff. The panel then voted identically (8-6, one abstention) to recommend KPV. Both decisions represent the first PCAC recommendations to add popular research peptides to the compounding pathway and mark a substantive win for HHS Secretary Robert F. Kennedy Jr.'s public push. Hims Chief Medical Officer Dr. Anant Vinjamoori's public-comment testimony reportedly moved several undecided panelists, arguing that a no vote would push peptides deeper into an unregulated gray market rather than end demand. Hims & Hers (NYSE: HIMS) shares surged 10-13% intraday. Time Magazine framed the story sharply: 'An FDA committee just voted in favor of peptides, despite the agency's opposition.' Away from PCAC, Arrowhead Pharmaceuticals (NASDAQ: ARWR) shares climbed 19% after positive Phase 3 SHASTA-3 and SHASTA-4 topline data for plozasiran showed 79% and 81% median triglyceride reductions at 12 months versus placebo (roughly 27%) in severe hypertriglyceridemia, plus significant reductions in acute pancreatitis events. Day 2 of the PCAC meeting opens Friday July 24 at 8:00 AM ET with votes on DSIP/Emideltide, Semax, and Epitalon.

BREAKING: FDA Pharmacy Compounding Advisory Committee (PCAC) Narrowly Votes 8-6 With 1 Abstention on Thursday July 23, 2026 to Recommend Adding BPC-157 to the Section 503A Bulks List; the First PCAC Recommendation to Add a Popular Research Peptide to the Compounding Pathway, Overriding FDA Career-Staff Briefing Documents That Recommended Against Inclusion; Committee's Advisory Vote Is Non-Binding and Typically Followed by FDA; Formal Rulemaking to Implement Would Take Six to Eighteen Months

The FDA Pharmacy Compounding Advisory Committee (PCAC) voted 8-6 with 1 abstention on Thursday July 23, 2026 to recommend adding BPC-157 to the Section 503A Bulk Drug Substances List, in a win for HHS Secretary Robert F. Kennedy Jr.'s peptide deregulation agenda. The narrow vote overrode FDA career-staff briefing documents released June 29-30 that recommended against adding any of the seven peptides under review, citing immunogenicity concerns, heavy-metal and microbial contamination in samples pulled from the compounding channel, mislabeled contents, and thin 503A historical use. The vote sequencing during the Thursday session followed extensive public comment; Hims Chief Medical Officer Dr. Anant Vinjamoori argued during his testimony that a no vote would push peptides deeper into an unregulated gray market rather than end the underlying demand. PCAC recommendations are advisory and non-binding; the FDA typically follows them, and formal rulemaking to implement the recommendation would take approximately 6 to 18 months. Panel composition is a significant contextual factor: before the meeting, more than a half-dozen new members with documented ties to the peptide industry were added to the PCAC.

PCAC Also Votes 8-6 With 1 Abstention on Thursday July 23 to Recommend Adding KPV (Lys-Pro-Val Tripeptide) to the 503A Bulks List, the Second Day-One Win for Broader Peptide Access; KPV Is an α-MSH-Derived Tripeptide Studied for Anti-Inflammatory Effects in the Gut and Nominated for Ulcerative Colitis and Inflammatory Conditions; PCAC Will Vote Later Thursday on TB-500 and MOTS-c to Complete Day 1 Before Reconvening Friday July 24 for the DSIP/Emideltide, Semax, and Epitalon Session

The FDA Pharmacy Compounding Advisory Committee (PCAC) voted identically 8-6 with 1 abstention on Thursday July 23, 2026 to recommend adding KPV to the Section 503A Bulk Drug Substances List. KPV is a tripeptide (lysine-proline-valine) derived from alpha-melanocyte-stimulating hormone (α-MSH) with anti-inflammatory activity documented primarily in preclinical inflammatory bowel disease and colitis models. It was nominated for ulcerative colitis and inflammatory conditions. FDA career staff recommended against adding KPV, noting thin human clinical trial evidence and 503A historical use questions. The 8-6 KPV vote matches the identical BPC-157 vote earlier in the session and reflects a coordinated panel disposition to override the FDA staff position on the two Day-1 morning peptides. The PCAC session continues Thursday afternoon with votes on TB-500 (thymosin beta-4 fragment for wound healing and tissue repair) and MOTS-c (mitochondrial-derived peptide for obesity and metabolic disease). The Friday July 24 session covers DSIP/Emideltide (delta sleep-inducing peptide), Semax (heptapeptide ACTH analog for cerebral ischemia and cognition), and Epitalon (tetrapeptide for anti-aging and insomnia).

Hims & Hers Health (NYSE: HIMS) Shares Surge 10-13% Intraday Thursday July 23 Following the FDA PCAC Advisory Panel Vote in Favor of Adding BPC-157 and KPV to the 503A Compounding Pathway; Chief Medical Officer Dr. Anant Vinjamoori's Testimony Included the Anecdote That a Colleague Recently Sent Him a Photograph of a Bodega in Queens Selling Peptides, Arguing That a No Vote Would Push the Trade Deeper Into an Unregulated Gray Market With 'No Production or Sourcing Standards, No Physician, No Monitoring, and No Record'

Hims & Hers Health (NYSE: HIMS) shares surged 10-13% intraday on Thursday July 23, 2026 following the FDA Pharmacy Compounding Advisory Committee (PCAC) 8-6 votes in favor of adding BPC-157 and KPV to the Section 503A Bulks List. The stock reaction reflected investor recognition that Hims & Hers is one of the largest telehealth commercial channels positioned to sell legally compounded peptides through licensed 503A pharmacies if the FDA follows the advisory recommendation and completes rulemaking. Hims Chief Medical Officer Dr. Anant Vinjamoori's public-comment testimony was reportedly influential in the panel outcome. Vinjamoori shared the anecdote that a colleague had recently sent him a photograph of a bodega in Queens selling peptides, then argued: 'A no vote would not end those distribution channels or use. It would instead move it deeper into a market with no production or sourcing standards, no physician, no monitoring, and no record.' Vinjamoori also acknowledged the 'relatively sparse clinical evidence for these peptides' before making the harm-reduction argument. Hims stands to benefit commercially: the company has built peptide capabilities including a California manufacturing facility acquired in 2025.

Time Magazine Publishes Same-Day Analysis Thursday July 23 Headlined 'An FDA Committee Just Voted in Favor of Peptides Despite the Agency's Opposition'; the Story Frames the 8-6 BPC-157 and KPV Votes as an Unusual Advisory-Panel Override of the FDA Career-Staff Recommendation and Notes That More Than a Half-Dozen New PCAC Members With Peptide-Industry Ties Were Seated Ahead of the Meeting; Washington Times Frames the Same Outcome as 'FDA Panel Narrowly Backs Unapproved Peptide Drug Touted by Joe Rogan and Other Influencers'

Time Magazine published a same-day analysis Thursday July 23, 2026 headlined 'An FDA Committee Just Voted in Favor of Peptides, Despite the Agency's Opposition,' framing the 8-6 votes on BPC-157 and KPV as an unusual advisory-panel override of the FDA career-staff position. The Time analysis notes that before the meeting, more than a half-dozen new PCAC members were added to the panel with documented ties to the peptide industry (physicians, pharmacists, and consultants who work with the substances commercially), a composition change first reported by STAT News on June 29 that has been central to the pre-vote debate. Washington Times ran a parallel same-day feature headlined 'FDA panel narrowly backs unapproved peptide drug touted by Joe Rogan and other influencers,' framing BPC-157 through its influencer-endorsement pathway. ABC News, NPR (nationally syndicated across ~40 public media outlets), the Associated Press, and Time together produced the mainstream media response that PCAC-vote days typically generate for major regulatory decisions. The FDA is expected to review the recommendation and initiate rulemaking; the timeline for actual 503A bulks-list addition is 6-18 months.

Arrowhead Pharmaceuticals (NASDAQ: ARWR) Shares Rise 19% on Thursday July 23 After Positive Phase 3 SHASTA-3 and SHASTA-4 Topline Data for Plozasiran (25 mg Subcutaneous Every Three Months) Showed 79% and 81% Median Reductions in Triglyceride Levels at 12 Months Versus Approximately 27% for Placebo in Adults With Severe Hypertriglyceridemia, With Statistically Significant Reductions in Acute Pancreatitis Events Across Both Trials; Arrowhead Plans to File a Supplemental New Drug Application With the FDA Before End of 2026

Arrowhead Pharmaceuticals (NASDAQ: ARWR) reported positive Phase 3 topline results Thursday July 23, 2026 from the SHASTA-3 and SHASTA-4 studies of plozasiran, an ApoC-III-targeting siRNA administered as a 25 mg subcutaneous injection once every three months, in adults with severe hypertriglyceridemia (sHTG). Both trials met their primary endpoint: median triglyceride reductions of 79% (SHASTA-3) and 81% (SHASTA-4) at Month 12 versus approximately 27% for placebo. All prespecified secondary endpoints were met, including a statistically significant reduction in the rate of acute pancreatitis events compared with placebo. Arrowhead shares rose approximately 19% on the readout. The company plans to file a supplemental New Drug Application (sNDA) with the US FDA before the end of 2026 for the sHTG indication (which extends the current Redemplo label from familial chylomicronemia syndrome), and Arrowhead intends to use the SHASTA-3, SHASTA-4, and MUIR-3 program data for marketing authorization filings across multiple global geographies. Plozasiran is a nucleic-acid therapeutic (siRNA), an adjacent-modality to peptides that operates through RNA interference at the ApoC-III gene expression level to lower circulating triglycerides.

PCAC Day 2 Preview for Friday July 24 (8:00 AM to 3:50 PM ET at FDA White Oak Campus): The Pharmacy Compounding Advisory Committee Reconvenes to Vote on DSIP/Emideltide (Delta Sleep-Inducing Peptide, Nonapeptide Studied for Sleep and Opioid Withdrawal), Semax (Heptapeptide ACTH(4-10) Analog Nominated for Cerebral Ischemia, Migraine, and Trigeminal Neuralgia), and Epitalon (Tetrapeptide Nominated for Insomnia and Anti-Aging); Panel Composition and Thursday's 8-6 BPC-157 and KPV Votes Suggest Similar Narrow Majorities May Recommend the Day-2 Substances Against Career-Staff Positions

The FDA Pharmacy Compounding Advisory Committee (PCAC) reconvenes Friday July 24, 2026 at 8:00 AM ET at FDA's White Oak Campus in Silver Spring, Maryland for Day 2 of the peptide review. Friday's schedule covers three peptides: DSIP/Emideltide (delta sleep-inducing peptide, a nonapeptide first isolated from rabbit brain in 1974 and nominated for sleep disorders and opioid withdrawal); Semax (a synthetic heptapeptide derived from the ACTH(4-10) sequence developed in Russia as a nootropic and nominated for cerebral ischemia, migraine, and trigeminal neuralgia); and Epitalon (a synthetic tetrapeptide nominated for insomnia and anti-aging applications). FDA career-staff briefing documents recommend against adding any of the three peptides to the Section 503A Bulks List. Panel composition (with at least seven of eight new members carrying peptide-industry ties per STAT News reporting) and Thursday's 8-6 BPC-157 and KPV votes suggest similar narrow majorities may recommend the Day-2 substances against career-staff positions. The Friday session closes at 3:50 PM ET. FDA rulemaking to implement any advisory recommendation would take approximately 6-18 months.