Hims & Hers Health Inc.(HIMS.US)股价10月14日盘中大涨11.97%,引发市场广泛关注。这或与FDA最新政策调整有关。
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。这意味着像Hims这样的远程医疗公司有望获准继续提供这些药物,并可能从中带来新的增长机遇。
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。其供应恢复或让包括Hims在内的远程医疗公司获益。
市场普遍预期Hims等公司将从FDA的政策调整中获利,从而推动了该股当日的大涨行情。不过,其长期前景仍有待进一步观察。
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