异动解读 | HIMS 盘中大涨14.08% Hunterbrook Media预期受益于新FDA局长人选

异动解读
27 Nov 2024

周三,HIMS.US盘中股价大涨14.08%,引发市场的广泛关注。

消息面上,近日机构Hunterbrook Media发布报告称,如果特朗普提名的Marty Makary成为新一任美国食品药品监督管理局(FDA)局长,那么HIMS这家远程医疗公司将会从中获益。原因是Makary现为HIMS的潜在竞争对手Sesame Inc.的高管,两家公司都销售GLP-1减肥药物。

在此背景下,做空机构Hunterbrook Capital此前做空HIMS的立场发生了逆转,他们现在看好HIMS的前景。市场分析人士认为,这可能是引发该股大涨的主要推手。

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