智通财经APP获悉，周五，Hims & Hers Health(HIMS.US)大跌超18%，报54.53美元，据美国FDA称诺和诺德(NVO.US)旗下减肥药Wegovy和2型糖尿病药Ozempic中的活性成分司美格鲁肽已经摆脱短缺状态。诺和诺德涨近4%，报87.02美元。
Hims & Hers Health生产司美格鲁肽的配方药，但美国法规规定，只有在该成分处于短缺状态时，该公司才能合法生产。因此，随着FDA宣布短缺结束，Hims & Hers在该领域的业务可能会受到一定影响。
值得注意的是，Hims & Hers Health近日宣布收购位于加利福尼亚的一家肽生产设施，以增强其供应链并满足市场对其药品日益增长的需求。此次收购将进一步巩固公司在特定药品市场的竞争力，尤其是在脱发治疗和减重药物领域。凭借此次肽生产设施的收购，公司未来仍有望在代谢健康和减重领域进行更多创新。
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