异动解读 | 惠森公司盘中大跌25%,减肥药业务前景存疑,毛利率失利夫引发市场担忧

异动解读2025-02-25

2025年2月25日,医疗健康公司惠森股份(Hims & Hers Health Inc,股票代码HIMS)盘中出现大幅度下跌,跌幅高达25.33%,引发了市场广泛关注。

此次惠森股价大跌的主要原因包括两个方面:首先,FDA宣布减肥药Wegovy供应短缺问题已获解决,这可能会限制惠森继续在其线上平台销售该药物的复方版本,对其减肥药业务的收入带来重大影响。其次,惠森第四季度财报显示,毛利率低于预期,引发市场对其未来获利能力的担忧。

惠森在此前的财报中曾预计2025年减肥药业务收入可达7.25亿美元,但随着Wegovy供应恢复正常及毛利率低于预期,市场开始质疑这一预期是否过于乐观。分析师普遍认为惠森在减肥药领域的业务可能将受到重创,未来增长前景存在不确定性。

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