异动解读 | 摩根士丹利下调评级引发踩踏 Hims & Hers Health盘中重挫25%

异动解读
21 Feb

Hims & Hers Health Inc.(HIMS)今日盘中股价大跌25.76%,引发市场广泛关注。这一暴跌或与知名投行摩根士丹利下调该股评级有关。

根据报道,摩根士丹利分析师克莱格·赫滕巴赫(Craig Hettenbach)周二将Hims & Hers Health的评级从"增持"下调至"持平",理由是该公司股价近期上涨幅度已经较大,可能已存在一定透支。

该分析师表示,HIMS股价自去年5月以来攀升超过200%,主因是公司以大幅折扣推出了减肥药物诺和诺德的复方版本,这一利好因素已被充分反映在股价上。但在该药物持续短缺情况下,今年HIMS股价又上涨了约147%,显著超出了其合理估值范围。

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