远程医疗公司Hims & Hers Health(HIMS)今日盘中大涨5.11%,引发市场关注。
券商BTIG开始给予HIMS"买入"评级,目标价35美元,称其正在"以技术和便利性颠覆医疗保健"行业。与纯粹的远程就诊平台不同,HIMS提供药物和治疗计划,因此更有能力抵御患者重返线下就诊的潜在风险。
BTIG分析师认为,HIMS已有超过50%的会员拥有个性化治疗计划。他们预计,HIMS在肥胖症保健产品如GLP-1等方面的收入增长和需求将保持强劲,而且改公司提供诺和诺德旗下Wegovy和Ozempic的复方制剂。分析师对HIMS的远程医疗业务前景看好,预期公司股价将进一步上涨。
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