Hims & Hers Health Asserts Demand For Its Compounded Weight Loss Offering To Continue Despite Resolved Supply Shortages
Hims & Hers Health Asserts Demand For Its Compounded Weight Loss Offering To Continue Despite Resolved Supply Shortages
The FDA noted that Thursday, The FDA determined the shortage of Eli Lilly And Co's (NYSE:LLY) tirzepatide injection, a glucagon-like peptide 1 (GLP-1) medication, has been resolved.
周四，美国食品药品管理局确定，礼来公司（纽约证券交易所代码：LLY）替塞帕肽注射液（一种胰高血糖素样肽1（GLP-1）药物的短缺问题已经得到解决。
Tirzepatide injection, branded as Mounjaro and Zepbound, has been in shortage since 2022 due to increased demand.
由于需求增加，名为Mounjaro和Zepbound的替塞帕肽注射液自2022年以来一直处于短缺状态。
The U.S. health regulator reminded compounders of the legal restrictions on making copies of FDA-approved drugs.
美国卫生监管机构提醒化合物生产商，对复制 FDA 批准的药物有法律限制。
The FDA noted that Novo Nordisk A/S' (NYSE:NVO) semaglutide (Wegovy, Ozempic) is still in shortage.
美国食品药品管理局指出，诺和诺德A/S（纽约证券交易所代码：NVO）semaglutide（Wegovy、Ozempic）仍然短缺。
Despite semaglutide being the active ingredient in Hims & Hers Health Inc's (NYSE:HIMS) compounded GLP-1 product, a Truist analyst notes that the recent FDA commentary has reignited investor concerns about the long-term viability of compounded GLP-1 treatments once the supply shortage ends.
尽管西玛鲁肽是Hims & Hers Health Inc（纽约证券交易所代码：HIMS）复合 GLP-1 产品的活性成分，但一位Truist分析师指出，美国食品药品管理局最近的评论再次引发了投资者对供应短缺结束后复合 GLP-1 疗法长期可行性的担忧。
Truist's consumer survey reveals that approximately 10% of consumers currently use compounded GLP-1 medications, while 14% are on branded versions.
Truist 的消费者调查显示，目前约有 10% 的消费者使用复方 GLP-1 药物，而 14% 的消费者使用品牌药物。
Also Read: Hims & Hers To Offer Access To Compounded Diabetes And Weight Loss Drugs For Just $99/Month To Certain Professional Personnel.
另请阅读：Hims & Hers将向某些专业人员提供每月仅99美元的复合糖尿病和减肥药物。
Many people opting for compounded GLP-1s cite lower costs as the main reason, while others note that their primary care physicians are hesitant to prescribe the branded versions.
许多选择复方GLP-1的人认为成本较低是主要原因，而另一些人则指出，他们的初级保健医生对开品牌版本的处方犹豫不决。
Hims & Hers Health's assertion that demand for its weight loss service could remain strong, even after supply shortages ease, as long as the company operates within compounding regulations and respects branded drug patents.
Hims & Hers Health断言，只要该公司在复合法规范围内运营并尊重品牌药物专利，即使在供应短缺缓解之后，对减肥服务的需求仍可能保持强劲。
Based on third-quarter card data analysis, the analyst notes that Hims & Hers Health's Q3 2024 revenue is expected to exceed the company's guidance range of $375 million to $380 million by approximately $5 million to $10 million.
根据第三季度的信用卡数据分析，分析师指出，Hims & Hers Health的2024年第三季度收入预计将超过该公司3.75亿美元至3.8亿美元的指导区间约500万至1000万美元。
The analyst also highlights that Hims & Hers Health's average transaction price was up 14% sequentially at $126.9 vs. ~$111 in the second quarter of 2024. Net orders for 3Q24 increased 3% sequentially from 2Q24.
该分析师还强调，Hims & Hers Health的平均交易价格连续上涨14％，至126.9美元，而2024年第二季度的约111美元。24 年第 3 季度的净订单较第 2 季度环比增长了 3%。
Truist maintains a Hold rating for Hims & Hers Health with a price target of $23.
Truist维持Hims & Hers Health的持仓评级，目标股价为23美元。
Price Action: HIMS stock is up 0.18% at $17.16 at the last check Friday.
价格走势：在周五的最后一次支票中，HIMS股价上涨0.18％，至17.16美元。
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Photo by Vidmir Rais via Pixabay
照片由 Vidmir Rais 通过 Pixabay 拍摄