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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

    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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