Fortune | FORTUNE 09月17日
FDA对Hims & Hers等公司发出警告信,要求纠正药品宣传
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美国食品药品监督管理局(FDA)近期向包括Hims & Hers在内的多家药品制造商和在线开药公司发出警告信,要求其网站上的宣传内容不得含有“虚假和误导性”的声明。FDA特别指出,Hims & Hers声称其定制产品含有与Wegovy和Ozempic“相同活性成分”的说法不准确,因为这些产品由未被FDA审查的专业复合药房生产。这是FDA首次直接监管Hims等在线平台。此外,FDA还就GLP-1药物的广告内容向其他制造商发出警告,认为某些电视广告对药物的潜在风险描述存在误导。此举旨在确保药品广告的真实性和非误导性,并回应了对制药行业过度营销的担忧。

💊 FDA向Hims & Hers等公司发出警告信,核心在于纠正其网站上关于定制药品与FDA批准药物(如Wegovy和Ozempic)的宣传内容。FDA指出,Hims & Hers声称其定制产品含有“相同活性成分”的说法具有误导性,因为这些定制产品由未经FDA审查的复合药房生产,并且其安全性与有效性并未得到FDA的独立评估。

⚖️ 此举标志着FDA首次直接介入监管Hims & Hers这类在线平台,这些平台此前常以不属于传统药品广告规则的管辖范围为由进行辩护。FDA的警告信要求这些公司立即停止发布误导性宣传,并以“停止和终止”(cease and desist)的措辞要求其纠正行为,这是一种不同于以往官僚式语言的直接干预方式。

📈 Hims & Hers等公司在肥胖症药物需求激增的背景下,开始销售价格较低的仿制或定制版本药物。FDA允许在FDA批准药物短缺时进行复合生产,但近期已判定GLP-1类药物不再符合短缺标准,除非处方是为特定患者定制的。然而,Hims等公司利用“个性化”剂量和配方的名义继续提供定制化产品,这引起了监管机构的关注。

📺 FDA还针对GLP-1类药物的电视广告提出了批评,认为某些广告(如涉及Oprah Winfrey的节目)对药物的潜在风险,尤其是“多重严重、可能危及生命的风险”给出了“误导性印象”。这与研究表明广告容易掩盖药物副作用、导致患者过度依赖药物的现象相呼应。

The Food and Drug Administration on Tuesday posted more than 100 letters to various drugmakers and online prescribing companies, including Hims & Hers, which has built a multibillion-dollar business centered around lower-cost versions of blockbuster obesity injections.

The FDA warned the company to remove “false and misleading” promotional statements from its website, including language claiming that its customized products contain “the same active ingredient” as FDA-approved drugs Wegovy and Ozempic. The formulations cited by regulators are produced by specialty compounding pharmacies and aren’t reviewed by the FDA.

“Your claims imply that your products are the same as an FDA-approved product when they are not,” states the warning letter, dated Sept. 9.

Hims said Tuesday that it “looks forward to engaging with the FDA.”

“Our website and our customer-facing materials note that compounded treatments are not approved or evaluated by the FDA,” the company said in a statement.

It’s the first FDA attempt to directly police online platforms like Hims, which have long argued they’re not subject to traditional drug advertising rules.

The FDA also posted separate warning letters to manufacturers of the so-called GLP-1 drugs, taking issue with a 2024 infomercial featuring Oprah Winfrey. Regulators said the 42-minute TV segment from Eli Lilly and Novo Nordisk gave a “misleading impression” about the safety of Zepbound, Wegovy and similar “drugs with multiple serious, potentially life-threatening risks.”

Washington scrutiny

Health Secretary Robert F. Kennedy Jr. has long been a critic of the pharmaceutical industry, including GLP-1 drugs, and previously suggested Americans can reverse obesity with diet and exercise alone.

A memo signed by President Donald Trump last week directed Kennedy and the FDA to ensure that pharmaceutical ads on TV, social media and other websites are “truthful and non-misleading.”

The new FDA letters each contain “cease and desist” language. That’s a different approach for the agency, which typically drafts its letters in highly bureaucratic language citing specific FDA regulations.

Hims has been under scrutiny from Washington for some time.

Earlier this year, a Super Bowl ad from the company touted the benefits of its weight-loss medications but didn’t list any of their side effects or potential harms. FDA rules require advertisements to present a balanced picture of drug risks and benefits.

Makary singled out the ad in last week’s Journal of the American Medical Association, calling it a “brazen” example of how advertising is “contributing to America’s culture of overreliance on pharmaceuticals for health.”

Hims and similar companies initially sold cheap generic versions of drugs for hair loss, erectile dysfunction and other health issues. But booming demand for obesity medications opened the door to selling cheaper copies.

The FDA permits so-called compounding, or customized production, when there is a shortage of the official versions of FDA-approved medications.

FDA recently determined that GLP-1 drugs no longer met the criteria for a shortage. That should have ended the compounding, but there is an exception: The practice is still permitted when a prescription is customized for the patient.

Hims and other companies have taken to offering “personalized” dosages and formulations for certain patients, arguing they offer extra benefits.

Shares of San Francisco-based Hims & Hers Health Inc. fell more than 6.47% in trading Tuesday.

The letters posted Tuesday come from FDA’s drug center.

A letter posted last week from FDA’s vaccine division took issue with a TV ad for AstraZeneca’s FluMist vaccine, saying the spot’s “background music and visual distractions” detract from information about side effects. The letter was signed by FDA vaccine chief Dr. Vinay Prasad, an ally of Kennedy who recently returned to his job at the agency after briefly being forced to step aside.

Researchers and consumer advocates have long complained that the upbeat TV images of patients enjoying life with family and friends often overshadow discussions of side effects.

Additionally, studies have shown that patients exposed to drug ads are more likely to ask their doctors about the medication, even if they don’t fit the prescribing criteria. The American Medical Association, the nation’s largest physician group, came out in support of a ban in 2015, citing TV advertising’s role in “inflating demand for new and more expensive drugs.”

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The Associated Press Health and Science Department receives support from the Howard Hughes Medical Institute’s Science and Educational Media Group and the Robert Wood Johnson Foundation. The AP is solely responsible for all content.

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FDA Hims & Hers 药品宣传 误导性广告 GLP-1 药物监管 复合药物 FDA Warning Letters Misleading Advertising Drug Regulation Compounded Drugs
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