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05-21

$Hims & Hers Health Inc.(HIMS)$  TMD一个好仿制药的还能涨这么多,没天理啊!没有法律法规管理吗?

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  • A_H
    05-24
    A_H

    看财报数据,公司一季度的收入大幅增长,不要小看这些公司,5年前少有人会觉 得 拼多多 的低价策略会如此成功。 

    我们分析一下。 减肥药要最需要的客户是谁?

     不是华尔街精英,不是企业高管,不是社会高端人士,这些人有很好的食物搭配,严格摄取热量,补充蔬菜,充足的运动时间,他们保持很好的体型。

    相反,中底层的人群会摄入大量的热量,没时间进行体型训练,所以,他们面临是更多的需求,一旦价格能够负担,这个是庞大的消费基础。

    正如我们没有理由嘲笑印度的仿制药行业一样,其实那也是一种社会责任,给低收入人一个选择。


    Looking at the financial report data, the company's revenue saw a significant increase in the first quarter. Don't underestimate these companies. Five years ago, few would have thought that Pinduoduo's($PDD) low-price strategy would be so successful.

    Let's analyze it. Who are the most needed customers for weight-loss drugs?

    It's not Wall Street elites, not corporate executives, not high-end socialites. These people have good food combinations, strict calorie intake, supplement their diet with vegetables, and have plenty of exercise time to maintain a good physique.

    On the contrary, it is the middle and lower-income groups who consume a large amount of calories, have no time for physical training, so they face more demand. Once the price is affordable, this is a huge consumer base.

    Just as we have no reason to ridicule India's generic drug industry, it is actually a social responsibility to provide low-income people with choices.

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