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.
週四，FDA確定了凱發公司（紐交所: LLY）替雷帕肽注射液短缺的問題已得到解決，替雷帕肽是一種胰高血糖素樣肽-1（GLP-1）藥物。
Tirzepatide injection, branded as Mounjaro and Zepbound, has been in shortage since 2022 due to increased demand.
因需求增加，自2022年以來，Mounjaro和Zepbound品牌的替雷帕肽注射液就一直短缺。
The U.S. health regulator reminded compounders of the legal restrictions on making copies of FDA-approved drugs.
美國衛生監管機構提醒配製藥師製造FDA批准藥物副本的法律限制。
The FDA noted that Novo Nordisk A/S' (NYSE:NVO) semaglutide (Wegovy, Ozempic) is still in shortage.
FDA指出，Novo Nordisk A/S（紐交所: NVO）的塞馬谷隆（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.
儘管塞馬谷隆是Hims & Hers Health Inc（紐交所: HIMS）混合GLP-1產品的活性成分，但特里斯特分析師指出，最近FDA的評論重新引發了投資者對混合GLP-1治療長期可行性的擔憂，一旦供應短缺問題解決。
Truist's consumer survey reveals that approximately 10% of consumers currently use compounded GLP-1 medications, while 14% are on branded versions.
Truist的消費者調查顯示，約有10%的消費者目前使用混合GLP-1藥物，而14%使用品牌版本。
Also Read: Hims & Hers To Offer Access To Compounded Diabetes And Weight Loss Drugs For Just $99/Month To Certain Professional Personnel.
另請參閱：Hims & Hers將向某些專業人員提供訪問混合糖尿病和減肥藥物的機會，僅需99美元/月。
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.
選擇混合GLP-1的許多人認爲成本較低是主要原因，而其他人指出他們的家庭醫生不願開具品牌版本的原因。
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聲稱，即使供應短缺情況緩解，只要公司遵守複合規定並尊重品牌藥專利，其減肥服務的需求仍可能持續強勁。
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.
根據第三季度的卡數據分析，分析師指出，Hims & Hers Health的2024年第三季度營業收入預計將超過公司指導區間37500萬至38000萬美元，大約高出500萬至1000萬美元。
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.
分析師還強調，Hims & Hers Health的平均交易價格按季環比增長14%，爲126.9美元，而2024年第二季度爲約111美元。第三季度淨訂單環比增長3%，從第二季度增長。
Truist maintains a Hold rating for Hims & Hers Health with a price target of $23.
Truist對Hims & Hers Health維持持有評級，並設定23美元的目標價。
Price Action: HIMS stock is up 0.18% at $17.16 at the last check Friday.
股價走勢：HIMS股票在上週五最新檢查時上漲0.18%，報17.16美元。
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Photo by Vidmir Rais via Pixabay
來自Pixabay的Vidmir Rais攝影作品
