Read this about 'The Big Three' and the insulin Oligopolyhttps://academic.oup.com/jlb/article/7/1/lsaa061/5918811
and this
https://www.biocon.com/biocon-biologics-and-viatris-announce-prime-therapeutics-prefers-first-ever-interchangeable-insulin-biosimilar-semglee/
And realize that, combined, Novo Nordisk, Sanofi, and Eli Lilly have a Mkt Cap of $650 Billion.
And now read this!
https://finance.yahoo.com/news/viatris-inc-biocon-biologics-receive-032900125.html
https://www.biocon.com/biocon-biologics-and-viatris-announce-prime-therapeutics-prefers-first-ever-interchangeable-insulin-biosimilar-semglee/
Biocon and Viatris have a combined Mkt Cap of $23 Billion....and they are taking on The Big Three.
SVA is most certainly on the 'watch' list of all these companies...and more...
https://www.iqvia.com/insights/the-iqvia-institute/reports/understanding-insulin-market-dynamics-in-low-and-middle-income-countries
Success by SVA puts $27 Billion of Annual insulin sales by these companies...'at risk'.
In 10 years..if 10% of the diabetes sufferers had a 'pouch'...???!!!
That's $2.5-3.0 Billion in 'lost' revenue.
Or they 'team' with SVA to roll out the 'cure'.
One can speculate.
I was ankle deep here...now wading in up to my crotch.