5月22日,数字医疗保健公司Hims & Hers Health Inc.(股票代码:HIMS)在周三夜盘交易中遭遇重创,股价大跌近8%。这一显著下跌引发了市场的广泛关注,投资者们纷纷猜测其背后的原因。
分析人士指出,此次股价下跌可能与近期减肥药市场的重大政策变化有关。大型保险公司Cigna宣布将在其药房福利管理计划中引入新条款,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。这一举措可能会影响到Hims & Hers等公司在竞争激烈的减肥药市场中的地位,从而引发投资者对公司未来业绩的担忧。
此外,美国食品和药物管理局(FDA)允许销售复方制剂Wegovy和Zepbound的政策将于5月22日结束,这一变化可能会直接影响Hims & Hers等公司销售这些产品的能力。随着政策环境的变化,投资者似乎正在重新评估公司的业务前景,导致股价出现明显下跌。然而,目前Hims & Hers Health尚未就股价变动发表官方声明,具体影响还有待进一步观察。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.