远程医疗公司Hims & Hers Health Inc.（股票代码：HIMS）今日盘中股价大跌5.06%，引发市场关注。此次下跌主要源于该公司与诺和诺德（NVO.US）的合作关系终止。
据悉，诺和诺德近日宣布终止与Hims & Hers Health的合作。诺和诺德在声明中指出，尽管其Wegovy减肥药物的短缺问题已得到缓解，但Hims & Hers去年推出的低价复合版本仍未符合联邦相关法规。这一消息引发了投资者对Hims & Hers Health减肥业务长期发展前景的担忧，该业务约占公司2025年预期收入的30%。
与此同时，市场对可能出现的诉讼风险表示担忧。如果诺和诺德对Hims & Hers提起诉讼，关键问题在于Hims是否能够在诉讼期间继续提供混合治疗。值得注意的是，摩根士丹利在最新研报中给予Hims & Hers Health"与大盘持平"的评级，目标价为40美元。分析师表示，Hims & Hers平台目前倾向于引导大多数用户选择其个性化司美格鲁肽选项，而非品牌选项。然而，减肥药的后续供应问题仍然是影响公司未来发展的关键因素。
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