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）是一家遠程醫療公司，以提供混合GLP-1減重治療的非處方替代品而聞名，自2023年8月以來，其股價已飆升超過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.
這一漲幅超越了行業巨頭Eli Lilly And Co（NYSE：LLY）和Novo Nordisk A/S（NYSE：NVO）的漲幅，它們分別上漲了67%和44%。
Related: Don't Promote Copycat Weight-Loss Drugs Amid Improved Supply, Eli Lilly Asks Doctors, FDA Evaluates.
相關：在供應改善之際不要推廣仿製減重藥，Eli Lilly要求醫生，FDA正在評估。
The start-up's market cap under $3.5 billion contrasts starkly with Eli Lilly's $876 billion and Novo's $443 billion valuations.
這家初創公司的市值低於35億美元，與Eli Lilly的8760億美元和諾和諾必選(Novo)的4430億美元的估值形成鮮明對比。
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.
儘管存在這種差異，但《金融時報》指出，Hims的股票漲勢凸顯了一個由爆炸性需求和供應短缺推動的有利可圖的市場機會，例如Wegovy，Ozempic和Zepbound等藥物。
Hims, which initially focused on erectile dysfunction and hair-loss treatments, recently expanded into GLP-1 offerings.
Hims 最初專注於勃起功能障礙和脫髮治療，最近又擴展到 GLP-1 治療方面。
The company capitalized on the scarcity of these weight-loss drugs by providing compounded alternatives—pharmacy-produced copies that do not have FDA approval.
該公司通過提供複方替代品，即由專業藥房生產的複製藥物，而沒有FDA批准，從而利用了這些減重藥物的稀缺性。
Unlike generics, compounded drugs are crafted by specialized pharmacies and are legally permissible when the original medication is in short supply.
與通用藥不同，複方藥是由專門的藥房製作的，並在原藥短缺時合法。
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.
公司股票價格在2021年到2023年的大部分時間都低於最初的10美元，直到今年5月宣佈將開始銷售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通過收購一家複方藥房來保障其供應鏈，進一步提高了投資者的信心。
The affordability of Hims' version, priced at $199 per month compared to over $1,000 for the branded alternatives, has driven consumer interest.
相對於品牌的替代品，Hims的版本價格爲每月199美元，引起了消費者的興趣。
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，安全問題和法律戰鬥令人擔憂。諾和諾必選(Novo)和Eli Lilly已經提起了多起訴訟以遏制複方藥物的銷售。
Investors are also wary of what might happen once the branded drug shortage is resolved, potentially leaving Hims' stock vulnerable to a sharp decline.
投資者也擔心品牌藥物短缺解決後可能會發生什麼，這可能會導致 Hims 的股票價格急劇下跌。
Price Action: HIMS stock is up 0.82% at $15.71 during the premarket session at last check Monday.
股票價格行動：HIMS股票上漲0.82%，報15.71美元，在上週一預定的盤前交易期間。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
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