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Re: DewDiligence post# 119699

Monday, 05/09/2011 4:51:01 PM

Monday, May 09, 2011 4:51:01 PM

Post# of 257580
>NVO

Maybe I haven't focused enough on FOB's for their insulin products. In this environment having marginally better new products probably isn't enough to protect them. I expect Victoza to do very well, but maybe that's not enough to compensate.

But if not NVO, then what's the buy-and-forget diabetes play?

Peter

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