数字医疗保健公司Hims & Hers Health Inc.（股票代码：HIMS）今日盘前大跌5.16%，引发市场广泛关注。这一显著下跌似乎与近期减肥药市场的重大政策变化密切相关。
据悉，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，从而对其业务产生重大影响。此外，大型保险公司Cigna近日宣布，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。这一举措可能会重塑减肥药市场的竞争格局，进一步影响Hims & Hers的市场地位。
分析人士指出，这些政策变化可能会导致Hims & Hers在竞争激烈的减肥药市场中面临更大挑战。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。投资者应密切关注公司后续公告及市场动态。
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