分析师:Hims & Hers本身不会通过诺和诺德的GLP-1s药物盈利

格隆汇
Mar 09

Truist的分析师表示,Hims & Hers本身不会通过诺和诺德的GLP-1s药物盈利,而是会转而向客户收取医疗服务费。这些分析师表示:“我们预计药物部分的收入将被视为过手收入,Hims & Hers则将医疗服务费确认为收入。“但这并不意味着该合作没有益处。这些分析师表示,该公司很可能从这些医疗服务费中获得显著更高的毛利率,尤其是在异步提供医疗服务的情况下。

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