早盘8点49分——Hims & Hers Health Inc.股价因诺和诺德终止对其诉讼并达成合作的消息而大幅飙升。根据协议，Hims平台将引入诺和诺德的GLP-1类药物。Truist分析师指出，尽管此举消除了Hims面临的重要法律风险，但合作可能对其短期业务造成冲击。
作为协议的一部分，Hims将停止销售复合GLP-1药物，而这类药物曾贡献其大部分营收。不过，品牌GLP-1药物的收入持续性显著更高，尤其考虑到Hims的复合药物此前一直面临法律威胁。分析师认为，这一转变可能促使投资者愿意给予Hims更高估值倍数。受此影响，Hims股价在盘前交易中猛涨51%。
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