Hims stock surges as Wegovy pill copy offered at $49, Novo shares fall

TD Cowen Reiterates Hold Rating on Hims and Hers (HIMS)

February 6, 2026 6:04 AM EST

TD Cowen analyst Jonna Kim reiterated a Hold rating and $30.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "We are hosting a Pharmacy Law Expert Call: An Update On Oral And Injectable GLP-1 Compounding today (2/6) at 12:30pm ET - please contact your sales representative if you are interested.

HIMS announced that the launch of compounded semaglutide pills starting at $49 the first month with a 5 month-plan (remaining months at $99 per month). Our take is that without this announcement, compounded GLP-1 revenue would... More

Truist: 'Defending Lilly: LLY strong position helps guard their share in a crowded GLP-1 landscape'

February 5, 2026 12:35 PM EST

Truist Securities analyst Srikripa Devarakonda reiterated a Buy rating and $1,281.00 price target on Eli Lilly (NYSE: LLY).

The analyst comments "LLY already has a broad footprint in the obesity landscape - With what we believe to be the best drug incretin currently and an increasing uptake trend as indicated by scripts + strong data from Retatrutide + additional life cycle management strategies from LLY. We expect LLY to remain the market leader in the obesity space. We model WW peak Lilly revenues from obesity of 78B vs. $43B cons in year 2036E (our model terminal... More

Leerink: 'there is no reason why HIMS shouldn't evaluate these launches for every subsequent weight loss product'

February 5, 2026 10:25 AM EST

Leerink Partners analyst Michael Cherny reiterated a Market Perform rating and $41.00 price target on Hims and Hers (NYSE: HIMS).

The analyst comments "Bottom Line: The compounded oral semaglutide launch announcement today is another clear example of HIMS' strategy to leverage customization and the... More

Wells Fargo on Eli Lilly (LLY): 'Compounders Strike Again, but We See Little Risk to Near-Term Growth'

February 5, 2026 10:10 AM EST

Wells Fargo analyst Mohit Bansal reiterated an Overweight rating and $1,280.00 price target on Eli Lilly (NYSE: LLY)

"Compounders Strike Again, but We See Little Risk to Near-Term Growth".

For an analyst ratings summary and ratings history on... More