Oil and Water

Before we get started a quick point due to some scheduling conflicts we were unable to attend the Insulet (NASDAQ: PODD) session so until we listen to the web cast it’s unfair to comment. So stay tuned for that one.

We did however attend the Lilly (NYSE: LLY) presentation and breakout and came away feeling that we’ve seen this movie before only it was in French. Now as everyone knows Lilly has done an outstanding job of building the most comprehensive portfolio of diabetes therapies, our belief here hasn’t changed. The problem as Momma Kliff used to . . .

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