异动解读 | Hims & Hers盘后大涨5.02%,投资者消化合作终止影响

异动解读
24 Jun

6月23日周一盘后,远程医疗公司Hims & Hers Health Inc.(股票代码:HIMS)股价大涨5.02%,显示投资者正在重新评估该公司与诺和诺德(Novo Nordisk)终止合作关系的影响。

当日早些时候,丹麦制药巨头诺和诺德宣布终止与Hims & Hers的减肥药物销售合作,理由是对方涉嫌违反联邦法律,进行大规模配制药物销售并存在误导性营销行为。这一消息导致Hims & Hers股价在盘前和日内交易中大幅下跌,一度跌幅超过25%。

这一合作关系于今年4月才刚刚建立,原本旨在通过Hims & Hers的平台销售诺和诺德的畅销减肥药Wegovy。然而,诺和诺德指责Hims & Hers未能遵守美国食品药品监督管理局(FDA)的相关规定,并可能危及患者安全。对此,Hims & Hers的首席执行官表示对诺和诺德管理层的公开声明感到失望。

盘后股价的反弹表明,部分投资者可能认为市场对合作终止消息的反应过度,开始重新评估Hims & Hers的长期发展前景。然而,该公司未来在减肥药物市场的策略调整及其对业务的潜在影响仍有待观察。

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