Chris Viehbacher said on today’s webcast that SNY is utterly unconcerned about insulin FoB’s because the volume of protein per dose is so high that few if any FoB companies will have the capital resources to develop the manufacturing for more than a minuscule share of the market. This echoes what NVO said on its own Investor Day webcast a few months ago (#msg-63133292).
Although I understand the argument that a dose of insulin requires a large volume of protein, I remain unconvinced by the comments from SNY and NVO dismissing the competitive threat from insulin FoB’s. The fact that heavyweights such as PFE are interested in this arena (#msg-55680051) bolsters my skepticism of SNY’s and NVO’s protestations with respect to prospective competition.
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