Who will cry uncle?
Now that Novo Nordisk and Lilly have reported full year results it’s time to make another prediction – at some point one of them will cry uncle and exit the insulin business. You don’t have to be the brightest blub on the tree to see that when it comes to diabetes GLP-1 is where it’s at and insulin while still profitable is basically an afterthought. The question we have is not when this happens but how it does. So, in true Diabetic Investor fashion let’s speculate just a little as it’s sure more fun than . . .
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