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jbog

09/16/14 10:27 AM

#8818 RE: wow_happens28 #8816

I've always liked Novo in this area.
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DewDiligence

09/16/14 11:50 AM

#8820 RE: wow_happens28 #8816

Inasmuch as many diabetes patients eventually end up on dialysis, an alternative way of playing the global epidemic in diabetes is by investing in companies who participate in the dialysis business. After the spinoff of its pharma business in 1H15, BAX will derive a large proportion of its sales from dialysis.

NVO (as jbog mentioned) has long been a leader in diabetes, but its valuation is rather rich.