远程医疗公司Hims & Hers Health Inc.（股票代码：HIMS）今日盘中大跌10.69%，引发市场广泛关注。这一显著跌幅似乎与减肥药市场的最新政策变化密切相关。
消息面上，大型医疗保险公司Cigna近日宣布，将通过其药房福利管理计划引入新条款，为使用热门减肥药Wegovy和Zepbound的患者提供每月200美元的自付费用上限。这一举措可能会重塑减肥药市场的竞争格局，直接影响Hims & Hers的市场地位。值得注意的是，Cigna新政策下的200美元/月价位极具吸引力，远低于HIMS目前提供的复方塞马鲁肽399美元/月的订购价。
分析人士指出，Cigna的减肥药承保公告"实质上挑战了"HIMS此前对将保险整合到其平台上"兴趣不大"的立场。此外，美国食品和药物管理局（FDA）关于复方制剂Wegovy和Zepbound的政策变化也可能影响HIMS销售这些产品的能力。这些因素叠加，导致投资者重新评估公司在竞争激烈的减肥药市场中的业务前景，进而引发股价大幅下跌。尽管HIMS股价年初至今仍保持上涨，但近期的政策变化或将给公司带来新的挑战。
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