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Hims & Hers downgraded to Hold from Buy at TD Cowen

TD Cowen downgraded Hims & Hers to Hold from Buy with a price target of $30, down from $44. The shares could be range-bound with weight loss drugs no longer in shortage, the analyst tells investors in a research note. The firm believes share upside to the remainder of the year could be limited after Hims & Hers’ “strong” Q1 as compounded GLP-1s are no longer offered beyond May 22. Management’s weight loss revenue guide of $725M for the year could prove to be too optimistic if current GLP-1 users do not switch into Liraglutide or oral medications and prospective weight loss users opt for GLP-1 options elsewhere, adds TD. Further, the firm believes Hims & Hers’ competitive landscape is intensifying.

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