Hims股价暴跌25%，诺和诺德因"误导营销"指控终止与其合作关系

Core Viewpoint - Novo Nordisk has terminated its collaboration with Hims & Hers regarding the obesity drug Wegovy due to alleged violations of federal law and deceptive marketing practices that could endanger patient safety [1][3]. Group 1: Termination of Collaboration - Novo Nordisk announced the termination of its partnership with Hims & Hers, which aimed to enhance the accessibility of obesity treatment in the U.S. market [1]. - The collaboration was recently expanded in April, shortly before the termination announcement [1]. - The decision to end the partnership was influenced by concerns over Hims & Hers' alleged large-scale compounding of drugs disguised as "personalized" treatments [1][3]. Group 2: Allegations Against Hims & Hers - Novo Nordisk accused Hims & Hers of spreading deceptive marketing and failing to comply with legal and safety standards [3]. - The investigation revealed that Hims & Hers was selling compounded drugs under the guise of personalized treatment, raising concerns about the source of active pharmaceutical ingredients from illegal foreign suppliers [3]. - Hims & Hers' marketing claims, which suggested that up to 95% of users met prescription criteria, have drawn significant scrutiny from the medical community [2]. Group 3: Market Impact - Following the announcement, Hims & Hers' stock price plummeted by 25%, while Novo Nordisk's stock also experienced a decline of 5.1% [1][3]. - Hims & Hers' short positions surged to 34.8% of its outstanding shares, indicating strong bearish sentiment in the market [3].