Biotech Values

[WorstLuck]

So if those currently on dialysis continue at the same mortality rate BUT you slow the rate of new patients starting dialysis using Ozempic ...dont you shrink the population being treated ?

So if you slow the progression but get other all cause mortality, yes the dialysis population shrinks to the extent of other mortality.

If progression otherwise continues but at a slower pace you still get the patients but at a later date. Yes, short term disruption. Longer term maybe not too bad.

If progression in dialysis patients is prolonged (speculative, no idea) so that the mortality rate drops to 10-12% after one year that is a significant increase in dialysis patients.

Like I said, I have no idea. The market reacts too far in both directions.