Replies to post #249306 on Biotech Values

[WorstLuck]

I think there are two discussions.

Is it a big deal for dialysis patients? Looks like it might be. That's good.

Is it a big deal for DVA et al? I don't know. The point of Ralph's post was that whatever reduction there my be in dialysis, the selloff looked like an overreaction.

I don't have a dog in the fight. If you want to posit that GLP-1 will keep Stage 4 CKD patients in that stage longer, then it takes them longer to get to dialysis. Not that there will be less.