Replies to post #122427 on Biotech Values

[DewDiligence]

I know—you’re talking to the person who posted those slides in May (#msg-62846039) :- )

The salient, point, IMO, is that the insulin market is reaching the point of diminishing returns with respect to improvements in pharmacokinetics. Companies like NVO will, of course, continue to tweak their insulin analogs because that’s their business, but even NVO does not expect these tweaks to be highly consequential in the overall scheme of things.