Hims & Hers Health(HIMS)股价今日夜盘暴跌18.11%,投资者对其业务前景警惕不断升高。
公司当天公布的2024年第四季度财报显示,收入和盈利略超市场预期,但毛利率低于78.4%的预期,仅为77%。这增加了投资人对公司获利能力的担忧。
但更重要的是,美国食品和药物管理局(FDA)宣布诺和诺德的减肥名药Wegovy已解决供应短缺。此前,在药物短缺期间,药店和远程医疗机构获准可以生产Wegovy复方药,供应有限的患者群体。Hims的复方减肥药产品一度供不应求,为公司创造可观收益。不过,FDA政策的调整将限制Hims继续这一业务。
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