Dive Brief:

简报：

Novo Nordisk is

诺和诺德是

terminating a marketing deal

终止营销协议

for its obesity drug Wegovy with Hims & Hers Health just

针对其肥胖症药物Wegovy与Hims & Hers Health刚刚

eight weeks after it began

八周后它开始

, claiming the telehealth company “has failed to adhere to the law which prohibits mass sales of compounded drugs.”

，声称这家远程医疗公司“未能遵守禁止大规模销售复合药物的法律。”

Hims had marketed compounded Wegovy under laws that permit it to while a drug is in shortage, but the U.S. government said the shortage

Hims 曾根据允许在药物短缺期间销售复方 Wegovy 的法律进行营销，但美国政府表示该药物短缺。

ended in February

于二月结束

. The Danish drugmaker partnered with Hims and other telehealth companies to help its customers transition to branded Wegovy.

丹麦制药商与Hims和其他远程医疗公司合作，帮助其客户过渡到品牌药物Wegovy。

Novo said it is taking the action to protect patients from “knock-off drugs made with foreign illicit active pharmaceutical ingredients” that Hims justified under the “false guise of ‘personalization.’” A Hims spokesperson didn’t respond to a request for comment. Shares in the company fell nearly 30% in morning trading..

诺和表示，采取这一行动是为了保护患者免受“使用外国非法活性药物成分制造的仿冒药物”的侵害，而Hims却以“个性化的虚假幌子”为这些药物辩解。Hims的发言人没有回应置评请求。公司股价在早盘交易中下跌了近30%。

Dive Insight:

深度洞察：

Novo and rival Eli Lilly struggled to meet demand for their obesity drugs following their respective launches, forcing them to spend hundreds of millions of dollars to expand manufacturing of the complex, injectable peptide drugs. Besides adding factory capacity, Novo’s controlling shareholder purchased the contract manufacturing company .

诺和与竞争对手礼来在各自推出减肥药物后，都难以满足需求，迫使他们花费数亿美元扩大复杂、可注射的肽类药物的生产。除了增加工厂产能外，诺和的控股股东还收购了一家合同制造公司。

Catalent for $16.5 billion

卡特兰特 165亿美元

and sold three of its factories to Novo Nordisk.

并将三家工厂出售给诺和诺德。

While the drugs were officially in shortage — as declared by the Food and Drug Administration — companies like Hims were permitted under federal law to provide copycat versions of Wegovy and Zepbound manufactured at compounding facilities.

尽管美国食品和药物管理局宣布这些药物正式短缺，但像Hims这样的公司根据联邦法律被允许提供在复合药房生产的Wegovy和Zepbound的仿制版本。

This fueled the growth of Hims and other telehealth companies, which were able to provide them in direct-to-consumer channels as well as better accommodate cash-pay patients who can’t get obesity drug coverage through employers. Some analysts believe cash-pay patients will constitute a much bigger share of the obesity drug market than other types of drugs..

这推动了Hims和其他远程医疗公司的增长，这些公司能够通过直接面向消费者的渠道提供这些药物，同时更好地适应那些无法通过雇主获得肥胖症药物覆盖的自费患者。一些分析师认为，自费患者将占据肥胖症药物市场的更大份额，相比其他类型的药物。

With the end of the shortage, both Novo and Lilly sought to provide similar types of services through pharmacies and other types of consumer-facing companies, which also included cash-pay options and lower prices for people who paid cash. Lilly initially used online pharmacies like

随着短缺的结束，诺和和礼来都寻求通过药店和其他面向消费者的公司提供类似类型的服务，这也包括现金支付选项和为现金支付的人提供更低的价格。礼来最初使用了像

Eversana and Truepill

Eversana 和 Truepill

, while Novo partnered with the telehealth companies, including LifeMD and Ro in addition to Hims. Lilly later signed deals with Ro, Teladoc and LifeMD.

，而诺和诺德则与包括LifeMD、Ro以及Hims在内的远程医疗公司合作。礼来随后也与Ro、Teladoc和LifeMD签订了协议。

In a recent presentation at an investor conference,

在最近的一次投资者会议上的演讲中，

Lilly finance chief Lucas Montacre said

礼来首席财务官卢卡斯·蒙塔克雷表示

some compounders had continued to combine the active ingredients of FDA-approved obesity drugs with other molecules or vitamins and called them personalized treatments.

一些复合制剂者继续将FDA批准的减肥药的活性成分与其他分子或维生素结合，并称之为个性化治疗。

“We are enforcing in those agreements that, as long as the product is out of the shortage list, those telehealth services are not compounding either [Zepbound] or [Wegovy],” Montacre said of its deals.

“Montacre 表示，根据协议，只要产品不在短缺名单上，这些远程医疗服务就不会增加 [Zepbound] 或 [Wegovy] 的供应。”