Globesity: “Diabetes is a global crisis that no population or country can...
“…and the unmet needs are considerable”. J&J’s CEO, yesterday. Given the explosion in ‘Globesity’ this unfortunate growth industry in Healthcare has significant long term drivers ahead. As such...
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Sanofi (HQGB): Globesity and positive approval for Lyxumia
Lyxumia, a once a day treatment for Type2 diabetes, gets approval in Europe. It is their first GLP-1 (and fourth on market), similar to Novo Nordisk’s Victoza. The drug will most likely go after BMY’s...
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Shire: more than just a throw away?
We note what is ostensibly a throwaway comment from Sanofi’s CEO. Now while they reiterate €1-€2bn for deals this year the CEO then admits “won’t rule out larger opportunistic deals”. Sanofi has...
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Great rotation vs. Low bond yields
Even if we assume this great rotation is upon us (and we’re not sure one month of Bond loses is enough to suggest it is) then presumably bond investors looking for more protection from growth/inflation...
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Thought for the day
Since first discussing an improving Europe (back in Q1) and the risk of ‘mean-reversion’ (a lack of new negatives forcing funds to cover/close large underweight bets) we have seen a large number of...
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