A Full Basket

A Full Basket

Looking over the first quarter results for Lilly (NYSE: LLY) and listening to the corresponding call we could not help but think that their results present a microcosm of what’s going on in the overall diabetes drug sector. As we have been noting when it comes to diabetes drugs two facts are clear, this market has commoditized and payors remain in control over pricing. This is not so much a story of innovation rather growing volume/share which drives manufacturing efficiencies which in turn improves margins . . .

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