Replies to post #174751 on Biotech Values

[DewDiligence]

Where was the NI margin disclosed?

[DewDiligence]

NVO is up 5% today at all time high, probably relieved it was non-inferior, not superior to Victoza.

NVO is one of the premiere beneficiaries of The Global Demographic Tailwind. I should have taken advantage of the sell-off following the noise about insulin FoB’s to add it to my portfolio.

[DewDiligence]

FDA approves LLY’s Trulicity (dulaglutide), a weekly GLP-1 for T2D:

http://www.fda.gov/NewsEvents/Newsroom/PressAnnouncements/ucm415180.htm

Trulicity will compete against NVO’s Victoza and AZN’s Bydureon and Byetta (among other agents).