Agree with your entire post except i'm not positive holding cheetah longer will mean more money. At this point we can't be sure it will be seen as an attractive program. What I had mentioned a while back was that a biodel success would be a good thing for halo and that was somewhat lost on folks. biodel flopped and was exposed. I think partners will want evidence that cheetah won't suffer from the same problems, which could include everything from efficacy to injection site reactions. The other worry would be that in this managed care environment, is a branded very rapid acting insulin really worth paying a huge premium over a generic analog insulin? Personally I'd prefer halo partner with Novo Nordisk much more than lilly but its far too early for me to see this as a surefire commercial success.
Market Data 
Markets 
AI
