The FDA's peptide crackdown is the suppression signal M31 looks for. When regulatory response protects revenue rather than patients, the pattern is clear.
In January 2025, the FDA restricted compounded peptides — including BPC-157, thymosin alpha-1, and others widely used in functional medicine. The stated rationale was safety. The structural rationale was protection of pharmaceutical revenue. GLP-1 agonists alone represent a $100B+ market.
M31's assessment requires a split: invest in GLP-1 dominators and companies with legitimate FDA peptide pipelines; avoid compounding pharmacies and grey-market distribution. The GLP-1 revolution validates the entire peptide thesis at massive scale — Ozempic, Wegovy, and Mounjaro demonstrating systemic health improvements far beyond metabolic indication.
Peptides score 4.4/5.0 with a required split strategy. The GLP-1 proof-of-concept validates the entire peptide thesis. INVEST in legitimate pipeline companies and manufacturing infrastructure.