Hims & Hers Faces New Risk as All GLP-1 Compounding Could be Restricted, BofA Says

MT Newswires Live

19 hours ago

Hims & Hers Health (HIMS) faces a new risk to its injectable glucagon-like peptide-1 franchise as the US Food and Drug Administration said Friday it could act to restrict GLP-1 active pharmaceutical ingredients, and singled out Hims & Hers as an example of compounding pharmacies mass-marketing 'alternatives to FDA-approved drugs,' Bank of America Securities said in a note to clients Monday.

The company's Q4 results are due Feb. 23.

Hims & Hers announced Saturday it will stop distributing its oral semaglutide pill, citing "constructive conversations with stakeholders across the industry."

Bank of America lowered the GLP-1 revenue estimate for Hims & Hers by 25% in 2026 to account for growing adoption of branded oral GLP-1s and rising competition, while maintaining an underperform rating on Hims & Hers and lowering its price target to $21 from $26.

Shares of the company were down nearly 25% in recent Monday trading.

Price: 17.68, Change: -5.34, Percent Change: -23.20

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Hers as an example of compounding pharmacies mass-marketing 'alternatives to FDA-approved drugs,' Bank of America Securities said in a note to clients Monday.</p><p>The company's Q4 results are due Feb. 23.</p><p>Hims &amp; Hers announced Saturday it will stop distributing its oral semaglutide pill, citing \"constructive conversations with stakeholders across the industry.\"</p><p>Bank of America lowered the GLP-1 revenue estimate for Hims &amp; Hers by 25% in 2026 to account for growing adoption of branded oral GLP-1s and rising competition, while maintaining an underperform rating on Hims &amp; Hers and lowering its price target to $21 from $26.</p><p>Shares of the company were down nearly 25% in recent Monday trading.</p><p>Price: 17.68, Change: -5.34, Percent Change: -23.20</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hims & Hers Faces New Risk as All GLP-1 Compounding Could be Restricted, BofA Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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Hers Health (HIMS) faces a new risk to its injectable glucagon-like peptide-1 franchise as the US Food and Drug Administration said Friday it could act to restrict GLP-1 active pharmaceutical ingredients, and singled out Hims &amp; Hers as an example of compounding pharmacies mass-marketing 'alternatives to FDA-approved drugs,' Bank of America Securities said in a note to clients Monday.</p><p>The company's Q4 results are due Feb. 23.</p><p>Hims &amp; Hers announced Saturday it will stop distributing its oral semaglutide pill, citing \"constructive conversations with stakeholders across the industry.\"</p><p>Bank of America lowered the GLP-1 revenue estimate for Hims &amp; Hers by 25% in 2026 to account for growing adoption of branded oral GLP-1s and rising competition, while maintaining an underperform rating on Hims &amp; Hers and lowering its price target to $21 from $26.</p><p>Shares of the company were down nearly 25% in recent Monday trading.</p><p>Price: 17.68, Change: -5.34, Percent Change: -23.20</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFXG1179.USD","symbol_name":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2610652966","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2610652966","pubTimestamp":1770654728,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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