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DewDiligence

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DewDiligence

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Re: biotech_researcher post# 8397

Wednesday, 04/30/2014 10:40:15 PM

Wednesday, April 30, 2014 10:40:15 PM

Post# of 30546

Do you have an investment thesis in mind to leverage off of the diabetes growth in China and India? Not a clear pathway for this that I can see.

I own ABT, which is the #2* drug company in India, although it’s not a direct play on type-2 diabetes. For several years, I’ve wanted to own NVO, but I never pulled the trigger because I thought the valuation was too high.

*ABT is technically still #1 in India until the Sun-Ranbaxy merger closes.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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