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建国同志理智点
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建国同志理智点
建国同志理智点
·
02-06
$Hims & Hers Health Inc.(HIMS)$
我们来梳理一下，今天发生了什么，今天早上hims发布Compounded Semaglutide Pills hims.com/news/n… ，NVO发表反驳称hims的口服药没什么用。hims回击NVO。hims技术细节暴露采用Liposomal，与NVO完全不是一种技术。FDA发生表示一下严查规模复合。 注意，hims之前已经有注射版本的复方semaglutide，现在hims用Liposomal技术把之前的复合注射版本做成了pill。注意这里hims的制药逻辑和NVO完全不一样。hims做的其实是之前复方semaglutide的口服版。从监管合规层面上来说，之前的注射版没问题，那么口服版也不会没问题。那为什么NVO会跳脚，因为hims今天已经把compounded玩出了新高度，居然开始玩创新复合药了。Liposomal技术是业内60年成熟技术，hims采用这套技术封装semaglutide+B12成分，这个是NVO无法在法律告倒的，所以NVO必须要让hims的口服药无效。hims的逻辑是根据labs的血液数据反馈动态服用口服药的情况，来克服Liposomal不稳定性特点。技术路线可以说和nvo完全不同，nvo是标准化的静态服用路线，就是在任何情况下都能保持稳定吸收。hims实际上走的是数据ai调整加Liposomal老技术集合的方式。NVO是利用snac封装技术做到所有人都同一标准。我发文是澄清一些事情，至于你想做多做空请随意。至于FDA，之前个性化复合semaglutide都复合标准，现在升级成片剂，也无法说什么。
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建国同志理智点
建国同志理智点
·
02-05
反正最后股价都是常规性拉稀
Hims & Hers Health推出Wegovy减肥药的仿制品，售价为49美元
2月5日，Hims & Hers Health盘前飙升10%、诺和诺德盘前大跌逾5%！消息面上，Hims & Hers Health推出了一款Wegovy减肥药的仿制品，售价为49美元。
Hims & Hers Health推出Wegovy减肥药的仿制品，售价为49美元
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建国同志理智点
建国同志理智点
·
01-02
$Hims & Hers Health Inc.(HIMS)$
**一样的股票
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建国同志理智点
建国同志理智点
·
2025-12-31
$Hims & Hers Health Inc.(HIMS)$
祝，企业创始人，工作不顺利，生活被带帽子，越来越差
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建国同志理智点
建国同志理智点
·
2025-12-22
$Hims & Hers Health Inc.(HIMS)$
退市吧你
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建国同志理智点
建国同志理智点
·
2025-12-19
$Hims & Hers Health Inc.(HIMS)$
你是有病吗，一直跌？？？？？
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建国同志理智点
建国同志理智点
·
2025-12-17
$Hims & Hers Health Inc.(HIMS)$
你这个废物，能一直跌，cnmd
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建国同志理智点
建国同志理智点
·
2025-07-31
$联合健康(UNH)$
是不是今天一直要跌，那能不能来个跌停，别在这里磨磨唧唧恶心老子
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建国同志理智点
建国同志理智点
·
2025-07-31
$联合健康(UNH)$
我觉得这个股**，建议枪毙ceo
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建国同志理智点
建国同志理智点
·
2025-06-06
老马啊，ε=(´ο｀*)))唉。老马啊
特斯拉美股夜盘涨幅扩大至逾5%！特朗普的助手定于周五与马斯克通话
6月6日，$特斯拉(TSLA)$美股夜盘涨幅扩大至5%。特朗普在被问及与马斯克不和时说，“没关系”！特朗普的助手定于周五与马斯克通话。
特斯拉美股夜盘涨幅扩大至逾5%！特朗普的助手定于周五与马斯克通话
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注意，hims之前已经有注射版本的复方semaglutide，现在hims用Liposomal技术把之前的复合注射版本做成了pill。注意这里hims的制药逻辑和NVO完全不一样。hims做的其实是之前复方semaglutide的口服版。从监管合规层面上来说，之前的注射版没问题，那么口服版也不会没问题。那为什么NVO会跳脚，因为hims今天已经把compounded玩出了新高度，居然开始玩创新复合药了。Liposomal技术是业内60年成熟技术，hims采用这套技术封装semaglutide+B12成分，这个是NVO无法在法律告倒的，所以NVO必须要让hims的口服药无效。hims的逻辑是根据labs的血液数据反馈动态服用口服药的情况，来克服Liposomal不稳定性特点。技术路线可以说和nvo完全不同，nvo是标准化的静态服用路线，就是在任何情况下都能保持稳定吸收。hims实际上走的是数据ai调整加Liposomal老技术集合的方式。NVO是利用snac封装技术做到所有人都同一标准。我发文是澄清一些事情，至于你想做多做空请随意。至于FDA，之前个性化复合semaglutide都复合标准，现在升级成片剂，也无法说什么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/529802718647784","isVote":1,"tweetType":1,"viewCount":4107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577214899570897","authorId":"3577214899570897","name":"orchid12345","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3577214899570897","idStr":"3577214899570897"},"content":"谢谢分享，就是说hims的方案需要额外采血才能检测身体对sema的吸收程度？ 这也太麻烦了吧，连针都不想打会愿意抽血吗？","text":"谢谢分享，就是说hims的方案需要额外采血才能检测身体对sema的吸收程度？ 这也太麻烦了吧，连针都不想打会愿意抽血吗？","html":"谢谢分享，就是说hims的方案需要额外采血才能检测身体对sema的吸收程度？ 这也太麻烦了吧，连针都不想打会愿意抽血吗？"},{"author":{"id":"4202701249959132","authorId":"4202701249959132","name":"独行羊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4202701249959132","idStr":"4202701249959132"},"content":"这个坑太大了，亏的底裤都没了","text":"这个坑太大了，亏的底裤都没了","html":"这个坑太大了，亏的底裤都没了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529536540841272,"gmtCreate":1770302270723,"gmtModify":1770302272920,"author":{"id":"4206867918084990","authorId":"4206867918084990","name":"建国同志理智点","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206867918084990","idStr":"4206867918084990"},"themes":[],"title":"","htmlText":"反正最后股价都是常规性拉稀","listText":"反正最后股价都是常规性拉稀","text":"反正最后股价都是常规性拉稀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529536540841272","repostId":"1161994119","repostType":2,"repost":{"id":"1161994119","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770302190,"share":"https://www.laohu8.com/m/news/1161994119?lang=zh_CN&edition=full","pubTime":"2026-02-05 22:36","market":"us","language":"zh","title":"Hims & Hers Health推出Wegovy减肥药的仿制品，售价为49美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1161994119","media":"老虎资讯综合","summary":"2月5日，Hims & Hers Health盘前飙升10%、诺和诺德盘前大跌逾5%！消息面上，Hims & Hers Health推出了一款Wegovy减肥药的仿制品，售价为49美元。","content":"<html><head></head><body><p>2月5日，Hims & Hers Health涨超10%、诺和诺德、礼来跌超5%！Hims & Hers Health推出了一款Wegovy减肥药的仿制品，售价为49美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/983378d8e9142397d03535609664c5e2\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c58db0f114bae852a3428f105f4de249\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c28ad602a08785abb43d9f4f3ffb128\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>Hims & Hers Health推出Wegovy减肥药的仿制品，售价为49美元</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{"NVO":"诺和诺德","HIMS":"Hims & Hers Health Inc.","LLY":"礼来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161994119","content_text":"2月5日，Hims & Hers Health涨超10%、诺和诺德、礼来跌超5%！Hims & Hers 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我觉得这个股**，建议枪毙ceo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462582592958480","isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443017966727792,"gmtCreate":1749181655275,"gmtModify":1749181656198,"author":{"id":"4206867918084990","authorId":"4206867918084990","name":"建国同志理智点","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4206867918084990","idStr":"4206867918084990"},"themes":[],"htmlText":"老马啊，ε=(´ο｀*)))唉。老马啊","listText":"老马啊，ε=(´ο｀*)))唉。老马啊","text":"老马啊，ε=(´ο｀*)))唉。老马啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443017966727792","repostId":"1117616670","repostType":2,"repost":{"id":"1117616670","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1749180722,"share":"https://www.laohu8.com/m/news/1117616670?lang=zh_CN&edition=full","pubTime":"2025-06-06 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉美股夜盘涨幅扩大至逾5%！特朗普的助手定于周五与马斯克通话\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-06 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月6日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>美股夜盘涨幅扩大至逾5%，股价重回300美元。特朗普在被问及与马斯克不和时说，“没关系”！特朗普的助手定于周五与马斯克通话。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10a17b3e8996415b8af217fd4eb4759f\" title=\"\" tg-width=\"868\" tg-height=\"838\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"DXYZ":"Destiny Tech100 Inc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117616670","content_text":"6月6日，特斯拉美股夜盘涨幅扩大至逾5%，股价重回300美元。特朗普在被问及与马斯克不和时说，“没关系”！特朗普的助手定于周五与马斯克通话。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}