Biotech Values

[DewDiligence]

SNY/ZEAL.CO—Based on slides 7 and 8 from the deck you posted, Soliqua appears to have a bright future. I.e., the US commercial uptake (slide 7) is impressive given that there still is a lot of headroom with respect to reimbursement (slide 8).

In short, Soliqua looks like a well-executed lifecycle management answer to SNY’s loss of patent protection on Lantus.

p.s. MRK’s Januvia (including Janumet) is selling at a $5.3B annualized global run rate.