异动解读 | 诺和诺德终止合作,Hims & Hers Health盘中大跌近30%

异动解读
23 Jun

周一盘中,Hims & Hers Health Inc.(股票代码:HIMS)股价大幅下跌29.94%,引发市场广泛关注。这一暴跌主要源于一则重磅消息:全球知名制药巨头诺和诺德(Novo Nordisk)宣布终止与Hims & Hers Health在减肥药物销售方面的合作关系。

据悉,诺和诺德与Hims & Hers Health于今年4月达成合作协议,允许后者通过其远程医疗平台销售诺和诺德的畅销减肥药Wegovy。这一合作原本被视为双方共同扩大美国市场份额的重要举措。然而,仅仅两个月后,诺和诺德就宣布终止这一合作关系,原因是对配制药品销售和误导性营销的担忧。

诺和诺德表示,Hims & Hers Health正在"传播误导性营销信息,危及患者安全"。具体而言,诺和诺德指出Hims & Hers Health计划为部分患者提供所谓"个性化剂量"的配制注射药物,这被认为违反了禁止大规模销售经过调整的配制药品的法律。这一决定不仅影响了Hims & Hers Health的业务发展,还可能对其在医疗保健领域的市场地位产生负面影响。

值得注意的是,这一消息也对诺和诺德的股价产生了影响,其股价在盘前一度下跌超过7%。这表明投资者对于这一合作关系终止可能给两家公司带来的潜在影响都持谨慎态度。分析人士指出,投资者需要密切关注Hims & Hers Health后续的战略调整和可能的新合作伙伴,以评估其长期发展潜力。

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