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Visa Inc. Message Board

phorensicguy 1 post  |  Last Activity: 1 hour 56 minutes ago Member since: Jun 2, 2001
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  • phorensicguy phorensicguy 1 hour 56 minutes ago Flag

    Saxenda is not a pill; it is an injectable that is currently marketed for diabetics with the name Liraglutide. Ostensibly, the market is for obese persons. In reality, the target market is for those who are both obese and that are pre-diabetic.

    Many doctors are somewhat reluctant to write a scrip for conventional diabetes meds when a patient doesn't strictly meet the HbA1C definition of a type two diabetic; also few health insurers will cover a diabetes medication for someone who doesn't conform to the guidelines. Hence, selling a diabetes med as a weight loss med is an innovative way of expanding the market for Liraglutide without cannibalizing current scrips.

    Novo's studies conclude that the product works quite nicely as an adjunct to exercise and dietary changes. What won't happen for most patients are the exercise and dietary modification changes.

    I would not hesitate to suggest that people who are obese will take these pen injections, lose some weight, and subsequently feel much better about consuming that third or fourth helping of chocolate fountain drenched pecan pie at the local Golden Corral. Under such a lifestyle assumption, those who take Saxenda will lose weight but could very easily hasten the onset of type two diabetes; this pill could help the short term bottom line and may swell the long term client base for Novo.

    Finally, once one goes through the official threshold and is declared a full blown type two diabetic, all that a physician needs to do is to up the dosage of Saxenda by changing the scrip to Liraglutide; the patient is already accustomed to the pen injector and can tolerate any side effects so they won't be easily switched to any competitors' products. If one thinks about this medication pragmatically, rather than dogmatically, it is good business for NVO.

    Sentiment: Buy

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