远程医疗服务商Hims & Hers Health Inc.今日盘中股价大幅下挫，跌幅达28.42%，引发了市场广泛关注。
消息面上，此次股价剧烈波动与两项重大负面事件直接相关。首先，丹麦制药巨头诺和诺德已对Hims & Hers提起诉讼，指控其销售未经批准、侵犯诺和诺德专利的司美格鲁肽（Wegovy/Ozempic活性成分）复方仿制品，并请求法院永久禁止相关产品销售及寻求赔偿。诺和诺德指出，Hims & Hers的行为误导患者并可能危及其健康。
其次，美国食品药品监督管理局（FDA）此前已对Hims & Hers发出警告，并计划对其采取法律行动，限制其获取用于生产复方药物的GLP-1类原料。在面临诺和诺德的法律威胁和FDA的监管压力下，Hims & Hers已于上周末宣布停止提供其售价49美元的复方GLP-1减肥药，该产品是基于诺和诺德专利药物司美格鲁肽的仿制版本。市场分析认为，诉讼风险叠加核心增长产品线受阻，严重打击了投资者信心，导致股价重挫。
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