With the insulin markets commoditizing and becoming a volume business, GLP-1’s is one of the few bright spots in the diabetes drug sector. Never was this more apparent than by looking at the results Novo Nordisk released this morning and looking through the slides that accompanied the conference. Someone new to our wacky world seeing this for the first time just might get the impression that Novo is a GLP-1 company first and an insulin company second and you know what they’d be right.
Strategically Novo is well positioned in this expanding market. Victoza continues to . . .
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