异动解读 | Hims & Hers Health股价夜盘大跌12.39%,第二季度收入不及预期

异动解读
Aug 05

远程医疗公司Hims & Hers Health Inc.(股票代码:HIMS)周一夜盘交易中股价大幅下跌12.39%,主要原因是公司公布的第二季度收入未能达到华尔街分析师的预期。

根据公司发布的财报,Hims & Hers Health第二季度营收为5.448亿美元,同比增长72.6%,但低于分析师平均预期的5.5162亿美元。尽管收入不及预期,公司报告的每股收益为17美分,高于分析师预期的15美分。值得注意的是,公司第二季度净利润达到4251万美元,相比去年同期的1330万美元有显著增长。

公司业绩下滑的主要原因包括复合GLP-1减肥药订户的流失以及批发业务的疲软。Hims & Hers Health的GLP-1业务第二季度在线收入为1.9亿美元,低于第一季度的2.3亿美元。此外,公司的批发业务第二季度销售额为795万美元,同比下降10%。公司首席财务官耶米-奥库珀表示,预计第四季度收入增长将加速,届时个性化剂量复制药的销售有望回升。然而,投资者对公司面临的监管挑战和重要合作伙伴Novo Nordisk的流失表示担忧,这可能会影响公司的长期发展前景。

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