our next guest, jared holz from mizuho is here on the set. great to have you with us. >> thank you >> in terms of this injectable drug, do we know anything about the safety profile and the efficacy of this drug, as compared to novo and lilly's drug >> we really don't know that much about it. they haven't disclosed a ton of data on it >> okay. >> i think what we're getting this afternoon is being, you know, perceived as very positive, that they've seen the interim results, whatever the company has seen, they believe it's positive. it warrants moving into phase three at some point, but we still need the phase two results, i think those are coming out by year end, so -- really, there's lack of disclosure here. the specifics are not clear, but whatever they see internally, they must like a lot >> we talked about this before, when we heard about them, i think, but when it was entering phase two. the bar would have to be high, because there are reliable similar drugs on the market in terms of efficacy, or the cost would have to be much lower, i wou