Group 1 - Morgan Stanley has assigned a "hold" rating to Hims & Hers (HIMS.US) with a target price of $40, indicating a cautious outlook on the company's strategy in the competitive landscape of GLP-1 drugs [1] - Hims & Hers has only reduced the price of Wegovy by 8%, while competitors have slashed prices by 50%-62%, suggesting a less aggressive pricing strategy [1][2] - The company aims to provide a comprehensive weight loss solution, with a long-term vision of achieving a monthly profit of $100, which may include prescription services and patient support tools [3] Group 2 - New low-cost competitors such as LifeMD and Evernorth are emerging, offering Wegovy at significantly lower prices, which could pressure Hims & Hers' market position [2][3] - LifeMD is promoting Wegovy at $299/month, while Ro has set a promotional price of $244/month, both undercutting Hims & Hers' pricing [2] - The introduction of these low-cost products follows the May 22 deadline for the distribution of semaglutide injection products, indicating a shift in the competitive dynamics of the market [3]