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.
Tirzepatide injection, branded as Mounjaro and Zepbound, has been in shortage since 2022 due to increased demand.
The U.S. health regulator reminded compounders of the legal restrictions on making copies of FDA-approved drugs.
The FDA noted that Novo Nordisk A/S' (NYSE:NVO) semaglutide (Wegovy, Ozempic) is still in shortage.
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.
Truist's consumer survey reveals that approximately 10% of consumers currently use compounded GLP-1 medications, while 14% are on branded versions.
Also Read: Hims & Hers To Offer Access To Compounded Diabetes And Weight Loss Drugs For Just $99/Month To Certain Professional Personnel.
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.
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.
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.
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.
Truist maintains a Hold rating for Hims & Hers Health with a price target of $23.
Price Action: HIMS stock is up 0.18% at $17.16 at the last check Friday.
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Photo by Vidmir Rais via Pixabay
週四，美國食品藥品監督管理局確定了禮來公司（紐交所: LLY）的替奈普肽注射液，一種類葡萄糖樣肽 1（GLP-1）藥物，存在的短缺問題已經得到解決。
替奈普肽注射液，品牌爲Mounjaro和Zepbound，自2022年以來一直短缺，原因是需求增加。
美國衛生監管機構提醒複方藥劑師關於製造FDA批准藥物副本的法律限制。
美國食品藥品監督管理局指出，丹麥諾和諾德（紐交所: NVO）的塞麥谷肽（Wegovy，Ozempic）仍然短缺。
儘管塞麥谷肽是Hims & Hers Health Inc（紐交所：HIMS）複方GLP-1產品的有效成分，但特易財富的分析師指出，最近FDA的評論重新引發了投資者對複方GLP-1治療長期可行性的擔憂，一旦供應短缺問題解決。
特易財富的消費者調查顯示，約有10%的消費者目前使用複方GLP-1藥物，而14%使用品牌版本。
另請參閱：Hims & Hers將爲某些專業人員提供每月僅99美元的複方糖尿病和減肥藥物服務。
許多選擇複方GLP-1的人提到降低成本是主要原因，而其他人則指出他們的全科醫生不願意開具品牌版本。
Hims & Hers Health聲稱，即使供應短缺緩解後，對其減肥服務的需求仍可能保持強勁，只要公司在複方法規範圍內運營並尊重品牌藥專利。
根據第三季度卡數據分析，分析師指出Hims & Hers Health的2024年第三季度營業收入有望超過公司37500萬美元至38000萬美元的指導區間，大約爲500萬美元至1000萬美元。
分析師還強調Hims & Hers Health的平均交易價格較上季度環比上漲14%，爲126.9美元，而2024年第二季度爲約111美元。2024年第三季度淨訂單環比上季度增長3%。
Truist維持對Hims & Hers Health的持有評級，並將目標價格設定爲23美元。
股價走勢：HIMS股票在上週五最後交易時上漲0.18%，報價17.16美元。
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來自Pixabay的Vidmir Rais攝影作品
