远程医疗公司Hims & Hers Health Inc. (HIMS.US)股价今日盘中大涨逾12%,引发市场广泛关注。导致该股大涨的主要原因或与FDA最新政策调整有关。
据报道,FDA周五表示将重新考虑之前禁止制药商销售礼来公司减肥药和糖尿病药自制版本的决定。如果政策得到调整,则意味着像Hims等远程医疗公司有望获准继续提供这些药物,从而获得新的增长机遇。
此外,FDA还将减肥药Tirzepatide从短缺名单中移除。该药物是Hims竞争对手诺和诺德公司Wegovy药品的主要成分。一旦供应恢复,也可能推动远程医疗公司业务增长。
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