Replies to post #189287 on Biotech Values

[north40000]

Different technology to deliver insulin

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=112186099

[DewDiligence]

(NVO)—From the same article:

…Novo still needs to get data on hypoglycemic benefits included on Tresiba’s U.S. label, something Sanofi failed to do with Toujeo. That would give the Danish company an advantage and a marketing strategy less reliant simply on price.

[DewDiligence]

NVO reports phase-3b data for Xultophy (Treshiba + Victoza) in T2D:

http://finance.yahoo.com/news/xultophy-ideglira-phase-3b-study-070000630.html

[DewDiligence]

NVO -9% on soft 2017 guidance:

http://www.reuters.com/article/novo-nordisk-results-idUSL5N1FN20D

Once an unstoppable highflier, NVO is now down 45% from its mid-2015 high.

One year ago, NVO was forced to lower its long-term guidance due to increasing competition and pricing pressure in the T2D market (#msg-120272400).

[DewDiligence]

NVO falls on hard times—relatively speaking (WSJ):

https://www.wsj.com/articles/when-new-and-improved-fails-insulin-maker-stumbles-when-customers-balk-1502809045