盘前异动 | AI医疗概念股HIMS、TEM绩后大跌，现分别跌超17%和14%
2月25日，AI医疗概念股HIMS、TEM盘前双双下跌，现分别跌超17%和14%，此前均公布最新季度财报。
AI医疗概念股Tempus AI Q4净收入2.007亿美元，同比增长35.8%；其中基因组学营收1.204亿美元，同比增长30.6%；数据与服务营收0.802亿美元，同比增长44.6%。公司Q4净亏损1300万美元，上一年同期净亏损5050万美元。
Tempus AI将2025年收入预期上调至12.4亿美元，预计2025年全年调整后EBITDA约为500万美元，比2024年增加约1.1亿美元
AI医疗概念股Hims & Hers Health第四季度收入达到4.81亿美元，同比增长95%，超出市场预期。然而毛利率为77%，低于预期的78.4%。这是公司在短短几天内的第二次大跌，上周五股价因FDA宣布司美格鲁肽不再短缺而下跌26%。
Hims & Hers Health的核心卖点是司美格鲁肽复合药物，公司股价因此连续两年创出100%+的涨幅。当品牌治疗药物短缺时，复合药物制造商被允许生产这些药物。FDA表示，将在接下来的60到90天内开始对复合药物制造商的违规行为采取行动。
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