@mike_taylor1972 : $NVO has been losing share for over a year, has the inferior GLP1 drug and no oral solution (unlike LLY). They also have a major patent cliff in ~5 years. There is a distinct possibility NVO may go the way of PFE, BMY and MRK (a decade+ of underperformance) • TwiCopy

Michael Taylor

@mike_taylor1972

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PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.

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linkhttp://www.simplify.us/pink calendar_today24-05-2009 20:47:50

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Michael Taylor

@mike_taylor1972

a month ago

$NVO has been losing share for over a year, has the inferior GLP1 drug and no oral solution (unlike LLY). They also have a major patent cliff in ~5 years. There is a distinct possibility NVO may go the way of PFE, BMY and MRK (a decade+ of underperformance)

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