Biotech Values

[jq1234]

No, just not this year. The impact would be milder, and over longer period of time than initially thought IMO. Large portion of modern insulins are used in various combinations. Unless the big three diabetes players (I exclude MRK who is No. 3 because it doesn't sell insulins) make FoB of each other - which I don't think will happen except LLY's Lantus imitation because it doesn't have long acting basal insulin, each of them have its own fast acting insulin analog already - other players will take less market share for a while, and impact will be over longer period of time.