Core Viewpoint - Hims & Hers Health is facing significant pressure due to regulatory concerns and a recent decision to cease offering its compounded semaglutide pill, leading to a substantial decline in stock value and revised revenue projections [1][2][3]. Group 1: Company Developments - Hims & Hers Health announced an expansion into weight loss by offering a compounded semaglutide pill at an introductory price of $49 for the first month [1]. - Following regulatory scrutiny, the company decided to stop offering the compounded semaglutide pill [2]. - The stock has fallen approximately 46% year-to-date, reflecting investor concerns [2]. Group 2: Analyst Insights - BofA Securities reduced the price forecast for Hims & Hers from $26 to $21, maintaining an Underperform rating due to increased risks associated with GLP-1 sales [3]. - Analyst Allen Lutz noted that the FDA's statements could lead to restrictions on GLP-1 active pharmaceutical ingredients, impacting both oral and injectable products [4]. - BofA has lowered GLP-1 revenue estimates by 25% for 2026, anticipating increased competition and a shift towards branded oral GLP-1s [7]. Group 3: Financial Projections - BofA estimates that Hims & Hers will generate $825-$850 million in injectable GLP-1 sales for fiscal 2025, with EBITDA margins around 10% [5]. - The company has narrowed its fiscal 2025 revenue outlook to between $2.335 billion and $2.355 billion, slightly above analyst estimates [6]. - The management's fourth-quarter revenue estimate is between $605 million and $625 million, below the analyst estimate of $631.68 million [6].

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