异动解读 | 平价减肥药大卖 助推Hims & Hers Health Inc.(HIMS)股价盘中大涨15.14%

异动解读
19 Feb

加州旧金山医疗科技公司Hims & Hers Health Inc.(HIMS)股价今日盘中大涨15.14%,引发市场广泛关注。

导致公司股价大涨的主要原因是,去年5月该公司以较低价格推出诺和诺德公司(Novo Nordisk)知名减肥药物司美格鲁肽的复方版本,迅速引发了消费者热捧。自此以来,HIMS股价已累计上涨逾200%。

虽然司美格鲁肽原药供应持续短缺,但HIMS提供的替代方案的受欢迎程度持续推升了这家远程医疗公司的业绩表现,引发华尔街对其2024年第四季度财报报表持乐观预期。不过,投行摩根士丹利则警告称,HIMS近期涨幅过大,适当时机已错失,给予"持平"评级并大幅下调目标价。该投行预计HIMS今年一季度业绩或将逊于市场预期。

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