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12月6日 - ** Canaccord Genuity称,对于Hims & Hers Health 等远程医疗公司来说,GLP-1减肥药的复方制剂在短期内是一个高增长的收入来源。
** 经纪公司调查了约180名超重或肥胖患者,以了解消费者对GLP-1药物的看法
** 近一半对服用 GLP-1 药物感兴趣的受访者仍未决定是服用品牌药物还是复方药物,这为复方药物的进一步普及留下了很大空间"--Canaccord
** 在大多数愿意使用远程医疗平台获得 GLP-1 治疗的受访者中,HIMS 是最受认可的平台;在表示有兴趣服用 GLP-1s 的受访者中,33% 的人提到了 HIMS--券商
** "鉴于 GLP-1 收入流的持久性增强,加上核心部门的强劲增长和较高的运营杠杆,"券商仍然看好 HIMS 明年的发展。
** 受访者选择远程医疗平台的两个重要因素是药物成本和易于获得医疗专业人员的服务,这 "非常符合 HIMS 的价值主张,即以 199 美元/月起的实惠价格提供易于获得药物和医疗服务的服务"--券商
** 截至上一交易日收盘,股价已上涨两倍多
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