异动解读 | 美国远程医疗公司Hims & Hers盘后暴跌逾18%,FDA政策回收减肥药业务受阻

异动解读2025-02-25

Hims & Hers Health(HIMS)股价今日夜盘暴跌18.11%,投资者对其业务前景警惕不断升高。

公司当天公布的2024年第四季度财报显示,收入和盈利略超市场预期,但毛利率低于78.4%的预期,仅为77%。这增加了投资人对公司获利能力的担忧。

但更重要的是,美国食品和药物管理局(FDA)宣布诺和诺德的减肥名药Wegovy已解决供应短缺。此前,在药物短缺期间,药店和远程医疗机构获准可以生产Wegovy复方药,供应有限的患者群体。Hims的复方减肥药产品一度供不应求,为公司创造可观收益。不过,FDA政策的调整将限制Hims继续这一业务。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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