The potential firing of FDA Commissioner Marty Makary is viewed as a bullish catalyst for Hims & Hers ($HIMS), as Makary previously targeted the company’s compounded GLP-1 oral medications. The removal of this regulatory pressure could lead to a sharp upward move for $HIMS once the leadership change is officially confirmed. The image notes that $HIMS had previously removed its $49/month compounded semaglutide pill, a competitor to Novo Nordisk's Wegovy, following Makary's regulatory threats.