异动解读 | Hims & Hers盘前暴跌近18%,减肥药供应受阻引发业绩担忧

异动解读2025-02-25

Hims & Hers Health Inc.(HIMS)今日盘前大跌近18%,引发市场广泛关注。主要因为美国FDA宣布诺和诺德的減肥药Wegovy供应短缺问題已获解决,这可能会限制Hims & Hers继续在其线上平台销售这种药物的复方版本。

在Wegovy短缺期间,FDA曾允许药房和远程医疗公司生产并销售该药的仿制版本。但现在短缺问题得到解决,FDA要求违规生产复方药品的公司在60-90天内停止。Hims & Hers警告称,虽然公司仍在寻求继续提供复方GLP-1药品的合法途径,但未来能否持续供应同样范围存在重大不确定性。

与此同时,Hims & Hers在第四季度财报中称,如果不能继续销售复方GLP-1药物,其2025年减肥药业务营收至少将下降约一半至7.25亿美元。这加重了市场对公司未来获利前景的担忧。尽管公司季度营收和盈利均超出预期,但毛利率低于预期,也引发了一定质疑。

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