Biotech Values

[rkrw]

They did seem to get screwed by the Indian data but whose fault is that? Apparently *no* hypoglycemia was reported for any patient, either arm in India. There actually is a lot of interest in the diabetes community for this, very rapid acting, lack of weight gain etc. But what I thought was more troublesome commercially was the injection site pain due, the much higher volume and the formulation stinks as it need to be refrigerated/reconcentrated, so no pens. The only way these guys can salvage it is to redo it with a better formulation. And how much will that cost? How to fund themselves? How to partner now?