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The hypoimmune cell approach is elegant because it sidesteps the entire immunosuppressant drug market rather than competing with it, which creates an interesting dynamic for companies like Novo Nordisk whose insulin franchise still generates billions annually. If this scales, the real competive threat isn't just to insulin but to the entire glucose monitoring ecosystem that's become embedded in diabetes management. The stem cell manufacturing pipeline (project SC451) is critical, donor pancreases are finite and unpredictable which is why previous islet programs failed to scale despite clinical success. The one patient three month result is promising but type 1 is autoimmune, so the durability question is whether the edited cells can truly evade the same immune mechanisms that destroyed the original beta cells in the first place.

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