异动解读 | 减肥药市场政策变化,Hims & Hers Health夜盘大跌6.21%

异动解读
22 May

在夜间交易中,Hims & Hers Health Inc.(股票代码:HIMS)股价大幅下跌6.21%,引发市场广泛关注。这家数字医疗保健公司的股价波动似乎与近期减肥药市场的重大变化密切相关。

据悉,大型保险公司Cigna宣布将在其药房福利管理计划中引入新政策,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,直接影响到Hims & Hers等公司的市场份额。

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日到期。这一政策变化可能会影响Hims & Hers等公司销售这些产品的能力。投资者似乎正在权衡这些因素对公司未来业务的潜在影响,导致股价出现明显下跌。然而,目前公司尚未就股价波动发表官方声明,投资者应持续关注公司的后续公告。

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