Hims & Hers 回调到 20 美元可以建仓,但别指望仿制减肥药
远程医疗平台 Hims & Hers 今年涨了 126%,部分因为开始低价销售复配版 GLP-1 减肥针。Cramer 认为股价从 25 美元回到 20 美元后可以逐步建仓,但不要把希望押在复配 GLP-1 上:这是药品短缺下的临时生意,改卖原研药还会压低利润率。他在这之前就喜欢这家公司,一季度的强劲数据并不靠仿制药。
I'd never recommend paying up for HIMS after that big run to $25, but now that it's pulled back to $20, I think you can justify building a position here, especially if you buy it gradually on the way down and don't place all your hopes on the temporary GLP-1 business, even as it is incredibly strong,