Ralphey Although I agree that a significant improvement in glycemic control will reduce the number of diabetic patients with elevated triglycerides I still don’t see it as a direct competitor. Considering how low our market penetration is I don’t think it will significantly affect the sales.
Where I see them having the advantage is that their drug will immediately change recognized biomarkers. Insurance companies don’t seem motivated to support preventative medication‘s like V but if there is a immediate and significant change in a recognized biomarker like haemoglobin A-1 C then the insurance companies will feel forced to cover the drug. They will be competing for the restricted cardiovascular dollars
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