合作终止后减肥药后续供应成关键大摩给予予Hims & Hers Health(HIMS.US)“与大盘持平”评级

智通财经2025-07-01

智通财经APP获悉，在诺和诺德(NVO.US)终止与远程医疗公司Hims & Hers Health合作后，摩根士丹利发布研报给予Hims & Hers Health(HIMS.US)“与大盘持平”评级，最新目标价40美元。诺和诺德声明指出，尽管Wegovy药物短缺问题已缓解，但Hims & Hers去年推出的低价复合版本仍未符合联邦相关法规。诉讼担忧再次浮现，投资者质疑其减肥业务的长期发展轨迹(...

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sunying66
2025-07-02
sunying66
。。看。。。。那你看看。。。你看你看可能看见。看。就哦。你

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Hers Health(HIMS.US)“与大盘持平”评级，最新目标价40美元。</span></p><p><span>诺和诺德声明指出，尽管Wegovy药物短缺问题已缓解，但Hims &amp; Hers去年推出的低价复合版本仍未符合联邦相关法规。</span></p><p>诉讼担忧再次浮现，投资者质疑其减肥业务的长期发展轨迹(约占 2025 年预期收入的 30%)。如果诺和诺德对 Hims &amp; Hers 提起诉讼，一个关键问题是 Hims 是否能够在诉讼期间继续提供混合治疗。作为参考，<a href=\"https://laohu8.com/S/LLY\">礼来</a>诉讼案的六名被告中有五名继续提供混合 GLP-1 药物。</p><p>大摩对 Hims &amp; Hers 平台的咨询过程表明，它引导大多数用户选择其个性化司美格鲁肽选项，而不是品牌选项，前提是用户报告任何副作用。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>合作终止后减肥药后续供应成关键 大摩给予予Hims & Hers Health(HIMS.US)“与大盘持平”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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合作终止后减肥药后续供应成关键 大摩给予予Hims & Hers Health(HIMS.US)“与大盘持平”评级

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合作终止后减肥药后续供应成关键大摩给予予Hims & Hers Health(HIMS.US)“与大盘持平”评级