Telehealth Firm Hims & Hers Health Rides High On Demand for Copycat Weight Loss Drugs Amid Supply Shortages
Telehealth Firm Hims & Hers Health Rides High On Demand for Copycat Weight Loss Drugs Amid Supply Shortages
The start-up's market cap under $3.5 billion contrasts starkly with Eli Lilly's $876 billion and Novo's $443 billion valuations.Hims & Hers Health Inc (NYSE:HIMS), a telehealth company known for offering compounded alternatives to popular GLP-1 weight-loss treatments, has seen its shares soar over 120% since August 2023.
Hims & Hers Health Inc（NYSE：HIMS）是一家远程医疗公司，以提供混合GLP-1减重治疗的非处方替代品而闻名，自2023年8月以来，其股价已飙升超过120%。
The surge surpasses gains by industry giants Eli Lilly And Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO), which have climbed 67% and 44%, respectively.
这一涨幅超越了行业巨头Eli Lilly And Co（NYSE：LLY）和Novo Nordisk A/S（NYSE：NVO）的涨幅，它们分别上涨了67%和44%。
Related: Don't Promote Copycat Weight-Loss Drugs Amid Improved Supply, Eli Lilly Asks Doctors, FDA Evaluates.
相关：在供应改善之际不要推广仿制减重药，Eli Lilly要求医生，FDA正在评估。
The start-up's market cap under $3.5 billion contrasts starkly with Eli Lilly's $876 billion and Novo's $443 billion valuations.
这家初创公司的市值低于35亿美元，与Eli Lilly的8760亿美元和诺和诺必选(Novo)的4430亿美元的估值形成鲜明对比。
Despite this disparity, the Financial Times notes that Hims' stock rally highlights a lucrative market opportunity driven by explosive demand and supply shortages for drugs like Wegovy, Ozempic, and Zepbound.
尽管存在这种差异，但《金融时报》指出，Hims的股票涨势凸显了一个由爆炸性需求和供应短缺推动的有利可图的市场机会，例如Wegovy，Ozempic和Zepbound等药物。
Hims, which initially focused on erectile dysfunction and hair-loss treatments, recently expanded into GLP-1 offerings.
Hims 最初专注于勃起功能障碍和脱发治疗，最近又扩展到 GLP-1 治疗方面。
The company capitalized on the scarcity of these weight-loss drugs by providing compounded alternatives—pharmacy-produced copies that do not have FDA approval.
该公司通过提供复方替代品，即由专业药房生产的复制药物，而没有FDA批准，从而利用了这些减重药物的稀缺性。
Unlike generics, compounded drugs are crafted by specialized pharmacies and are legally permissible when the original medication is in short supply.
与通用药不同，复方药是由专门的药房制作的，并在原药短缺时合法。
Its shares remained below the initial $10 price for much of 2021 through 2023 until the company announced in May that it would begin selling a version of Wegovy.
公司股票价格在2021年到2023年的大部分时间都低于最初的10美元，直到今年5月宣布将开始销售Wegovy的版本。
In August, Hims further boosted investor confidence by acquiring a compounded pharmacy to secure its supply chain.
在8月，Hims通过收购一家复方药房来保障其供应链，进一步提高了投资者的信心。
The affordability of Hims' version, priced at $199 per month compared to over $1,000 for the branded alternatives, has driven consumer interest.
相对于品牌的替代品，Hims的版本价格为每月199美元，引起了消费者的兴趣。
However, safety concerns and legal battles loom large. Novo Nordisk and Eli Lilly have filed multiple lawsuits to curb the sale of compounded versions.
然而，安全问题和法律战斗令人担忧。诺和诺必选(Novo)和Eli Lilly已经提起了多起诉讼以遏制复方药物的销售。
Investors are also wary of what might happen once the branded drug shortage is resolved, potentially leaving Hims' stock vulnerable to a sharp decline.
投资者也担心品牌药物短缺解决后可能会发生什么，这可能会导致 Hims 的股票价格急剧下跌。
Price Action: HIMS stock is up 0.82% at $15.71 during the premarket session at last check Monday.
股票价格行动：HIMS股票上涨0.82%，报15.71美元，在上周一预定的盘前交易期间。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
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