I binge listened the whole episode. think this is a great peice of work. Great story telling skills. I was never boared. Good analogies to other industries. I really liked the 7 powers. lastly, i am from pharma and i agree with most of points. Great research, keep doign more.
Type II diabetes starts as imsulin resistance. There is plenty of good insulin, but the body doesnt react to it. After several years of progression Insulin production subsides and bocomes a lack of insulin.
Insulin is used for type 1 diabetes! This is for people whose insulin producing cells do not work. Ozempic… etc act on type 2 diabetes (poor diet and obesity induced diabetes). Insulin resistance. Insulin drugs are not used to treat this type of diabetes. Therefore novo nordisk is cornering both sides of the market.
Thanks for the podcast. I've listed to all of it over a few days. I was very interesting and educating. You two have a good story telling skills.
Great podcast I cant believe how long it took me to find this when I was searching for Novo Nordisk but glad I did
I binge listened the whole episode. think this is a great peice of work. Great story telling skills. I was never boared. Good analogies to other industries. I really liked the 7 powers. lastly, i am from pharma and i agree with most of points. Great research, keep doign more.
Heard the Starbucks episode and came here for another episode! Just amazed at the depth of research and conversations !
Thank you for entertaining me while hanging Christmas lights. Happy Holidays!
Great podcast, as a type 1 diabetic I leant so much about the history of insulin and the companies history on how they got to today.
damn, big fan of ACQ for a while but this one is the best ever!!! so so interesting!
Excellent! This prepared me for an interview with them very well!
Their current earnings are astronomic...
Type II diabetes starts as imsulin resistance. There is plenty of good insulin, but the body doesnt react to it. After several years of progression Insulin production subsides and bocomes a lack of insulin.
Great episode, would love you guys to do an episode on Abbvie and Humira.
Can someone tell me if they take the LVHM episode down? I couldn’t find it
😊
Insulin is used for type 1 diabetes! This is for people whose insulin producing cells do not work.
Ozempic… etc act on type 2 diabetes (poor diet and obesity induced diabetes). Insulin resistance.
Insulin drugs are not used to treat this type of diabetes. Therefore novo nordisk is cornering both sides of the market.
2:27:46
Save on gym membership and the food bill whats not to like, just hopefully no longterm side effects
Are you better off this industry after completely watching this podcast?
What????
Mafia