异动解读 | Hims & Hers Health Inc盘中大跌16% 或因竞品减肥药获批
异动解读10-31
远程医疗公司Hims & Hers Health Inc.(HIMS.us)于2024年10月30日盘中股价大跌16.06%,引发市场关注。 根据分析师看法,这很可能与该公司减肥药业务所面临的竞争加剧有关。
10月30日,诺和诺德公司的减肥药Wegovy在美国获准上市所有五种剂量强度。这一竞品进入市场或引发了投资者对Hims & Hers Health在减肥药领域业务前景的担忧。
分析机构Leerink Partners指出,尽管GLP-1类似减肥药营收目前在公司总收入中仍占比很小,但HIMS的股价波动可能会受到相关新闻的影响。这种风险可能导致股价经历不必要的大起大落。
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