Forward-looking guidance initially plagued Hims & Hers (HIMS) shares, says Christine Short, though she believes leadership did a good job at "refocusing" goals. She points to the company's businesses beyond GLP-1s showing signs of promise. Brian Tanquilut notes headwinds still hitting the firm, including a lawsuit from Novo Nordisk (NVO). Prices of GLP-1 drugs coming down only adds to his bearish thesis.