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DewDiligence

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DewDiligence

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Re: acgood post# 122350

Sunday, 06/26/2011 10:45:55 AM

Sunday, June 26, 2011 10:45:55 AM

Post# of 257251
Diabetics contribute disproportionally to the prevalence of cardiovascular, renal, and ophthalmic disease, so one does not have to invest in companies that sell diabetes drugs per se in order to participate in The Global Diabetic Tailwind. Among the companies on my LTBH list, NVS (Lucentis), ABT (Bardoxolone, glucose monitors), PFE (Eliquis), and AGN (LapBand) are indirect beneficiaries of this trend.

I would like to own NVO at some point, but I’m looking for a better entry.

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

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