Replies to post #122429 on Biotech Values

[genisi]

you’re talking to the person who posted those slides in May

Well, nice talking to you :-)

(and sorry I've reposted those slides)

[mcbio]

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.

You don't think a stat sig decrease in hypoglycemic events, particularly severe events, for an ultra-fast acting insulin compared to a fast acting insulin could be a meaningful differentiation angle if borne out in clinical trials? Note that, for BIOD specifically, they also may need to show that they have addressed the injection site reaction issue in their new formulation to have a potentially competitive product. I think if they hit on these two points, though, that they may have a chance to compete with the fast acting insulins.