Yes, this looks good for $HIMS.
Marty Makary's FDA cracked down hard on compounded GLP-1s (Feb 2026 announcement targeted mass-marketed versions from Hims & similar firms for safety/quality reasons), causing HIMS stock drops and business pressure.
His removal opens the door for potentially lighter enforcement on compounding/telehealth, which is core to HIMS vs. $LLY/$NVO. Market will likely react positively short-term.