Biotech Values

[DewDiligence]

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.