Hims & Hers大跌近10%！美监管方称礼来减肥神药不再短缺_老虎社区_美港股上老虎

Hims & Hers大跌近10%！美监管方称礼来减肥神药不再短缺

华尔街见闻2024-10-04

FDA称，礼来两款替尔泊肽成分GLP-1注射剂Zepbound和Mounjaro 2022年来一直因需求增长而供应短缺，现认定短缺问题解决。行业组织称，FDA的认定等于让药房停止配置和分发两款药的仿制药。美国监管方给生产礼减肥神药Zepbound仿制药的公司Hims & Hers Health Inc.一记重锤。美东时间10月3日周四，美国食品和药品管理局（FDA）公布，因需求增长，礼来旗下替尔泊...

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href=https://wallstreetcn.com/articles/3729484><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FDA称，礼来两款替尔泊肽成分GLP-1注射剂Zepbound和Mounjaro 2022年来一直因需求增长而供应短缺，现认定短缺问题解决。行业组织称，FDA的认定等于让药房停止配置和分发两款药的仿制药。美国监管方给生产礼减肥神药Zepbound仿制药的公司Hims & Hers Health Inc.一记重锤。美东时间10月3日周四，美国食品和药品管理局（FDA）公布，因需求增长，礼来旗下替尔泊...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3729484\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BK4W5M84.HKD","symbol_name":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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U.S. regulators say Eli Lilly's weight loss drug is no longer in short supply","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f26d695c3bdfff54dc75c81bb1d6c5f2","symbols_score_info":{"HIMS":1.1,"LLY":1},"content_text":"FDA称，礼来两款替尔泊肽成分GLP-1注射剂Zepbound和Mounjaro 2022年来一直因需求增长而供应短缺，现认定短缺问题解决。行业组织称，FDA的认定等于让药房停止配置和分发两款药的仿制药。美国监管方给生产礼减肥神药Zepbound仿制药的公司Hims & Hers Health Inc.一记重锤。美东时间10月3日周四，美国食品和药品管理局（FDA）公布，因需求增长，礼来旗下替尔泊肽（Tirzepatide）成分的GLP-1药物注射液自2022年以来一致处于供应短缺状态，FDA现已确定，该类药物的短缺问题得到解决。FDA向礼来确认，其产品供应和生产能力可以满足目前和未来预计美国全国的需求。随着产品从制造商和分销商流向当地药店，患者和订购处方药的人员可能仍会遇到间歇的局部供应中断。伴随这一公告，FDA在更新的药品短缺名单中删除了礼来上榜近两年的两款药物——主要成分为替尔泊肽的GLP-1减肥药Zepbound，以及FDA批准的首款GIP/GLP-1受体激动剂降糖药Mounjaro。FDA宣布后，礼来股价周四回落，盘中刷新日低时跌逾1.1%，而平价医疗保健公司Hims & Hers Health Inc.的股价跌幅远超礼来，刷新日低时跌15.3%。最终，礼来收跌约0.6%，Hims & Hers收跌9.6%，礼来的减肥药劲敌、丹麦公司诺和诺德的纽交所上市美股收跌1.2%。礼来的执行副总裁Patrik Jonsson 此后发表声明称，礼来已“投入大量资金”扩大 GLP-1 药物的生产，为市场带来新的选择。有媒体援引Jonsson的评论称，短缺形势逆转反映了，礼来“致力于提供源源不断的正品和安全药物”。旨在为配药药剂师、技术人员及病患和供应商发声的行业组织——Alliance for Pharmacy Compounding的CEO Scott Brunner评论称，FDA终止对礼来GLP-1相关药物的短缺认定可能会给服用非品牌复合替尔泊肽药物的消费者带来麻烦。“他们被彻底切断了联系，他们的处方不再可配制”，药房将“必须立即停止配制和分发Mounjaro和 Zepbound 的仿制版。”礼来及诺和诺德一直在与仿制 GLP-1 药物市场展开激烈竞争。媒体指出，礼来的代表律师今年8 月份向处方药提供者发出警告，要求他们停止销售仿制药。还有媒体提到，专家估计，使用礼来和诺和诺德减肥药仿制药的美国人有数十万，与该行业合作的投资银行家透露，此类复合药物的制造商每年的收入高达10亿美元。华尔街见闻曾提到，今年5月Hims & Hers首次推出其减肥注射剂，每月仅需199美元，挑战市场上每月注射费用高达1350美元的昂贵减肥药，每针较诺和诺德司美格鲁肽（Wegovy）和礼来的替尔泊肽便宜85%。Hims & Hers的CEO Dudum当时称，公司预计减肥产品的营收2025年底将突破1亿美元。大牌药厂自己也在“内卷”。8月末，为解决供应短缺，礼来开始五折出售小瓶装的Zepbound，每月售价399美元，比注射剂的价格便宜一半，而较高剂量的版本售价为549美元。风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}