With the insulin business becoming commoditized both Lilly and Novo Nordisk are looking for new categories with less pricing pressure. One of the more promising categories has been GLP-1 and one of the more promising drugs in Novo’s pipeline is an oral version of semaglutide. However in typical Novo fashion they are studying this promising drug to death and have yet to bring it before the FDA. Our concern with this very promising drug would be Novo would be Novo and take too long to get the damn thing to market.
Well with the news coming from Lilly . . .
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