热门话题-Leerink预计Hims & Hers的肽类产品营收潜力约为4.4亿美元

路透中文
Yesterday
热门话题-Leerink预计Hims & Hers的肽类产品营收潜力约为4.4亿美元

6月16日 - ** Leerink Partners 估计远程医疗肽类药物市场规模约为 22 亿美元,这意味着 Hims & Hers 有望获得约 4.4 亿美元的收入和约 7000 万美元的核心利润机会 HIMS.N

** 该券商表示,若处方范围收窄,市场规模可能减半至约11亿美元,带来约2.2亿美元营收和约2500万美元核心利润

** 指出市场前景取决于7月FDA咨询委员会对7种肽类药物在复方制剂中应用的评估

** 指出产品不太可能在2026年底前实现商业化,预计2027年及以后将有显著增长空间

** 指出安全性、有效性及处方限制是影响市场接受度的主要风险

** Leerink将该股评级定为“与大盘持平”,认为短期内应关注GLP-1业务的盈利能力

** 计入当日跌幅,该股年内累计下跌约7%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10