I think the Biodel data hinted at it. Weight neutral, faster onset and offset leading to less hypoglycemic events, lower daily insulin usage. But the biodel data didn't measure up and Biodel seems like a possible doa. Only other player I know is Halozyme and I wouldn't invest in halo for insulin, that's just one potential application they're working on. Without a partner, i.e. lilly or novo, I wouldn't value it at all.