合作终止后减肥药后续供应成关键大摩给予予Hims & Hers Health(HIMS.US)“与大盘持平”评级

智通财经

07-01

智通财经APP获悉，在诺和诺德(NVO.US)终止与远程医疗公司Hims & Hers Health合作后，摩根士丹利发布研报给予Hims & Hers Health(HIMS.US)“与大盘持平”评级，最新目标价40美元。

诺和诺德声明指出，尽管Wegovy药物短缺问题已缓解，但Hims & Hers去年推出的低价复合版本仍未符合联邦相关法规。

诉讼担忧再次浮现，投资者质疑其减肥业务的长期发展轨迹(约占 2025 年预期收入的 30%)。如果诺和诺德对 Hims & Hers 提起诉讼，一个关键问题是 Hims 是否能够在诉讼期间继续提供混合治疗。作为参考，礼来诉讼案的六名被告中有五名继续提供混合 GLP-1 药物。

大摩对 Hims & Hers 平台的咨询过程表明，它引导大多数用户选择其个性化司美格鲁肽选项，而不是品牌选项，前提是用户报告任何副作用。

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