We’ve been getting lots of questions on which of the pure plays in diabetes are the best bets right now. As we noted the other day valuations by traditional measures have been cast aside as several of the pure plays in diabetes have seen their shares skyrocket. Just to be clear we define pure plays as any company whose main revenue steam and future business model is built substantially around diabetes.
This group includes Dexcom, Insulet, Tandem, Senseonics and MannKind. These five companies are as close to pure diabetes plays as it gets. We suppose we could include Novo . . .
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