I have not received any response to my post 729. To me it is unclear as to how Halozyme could launch its own HumulinR drug unless the law changes.
The other point that a few people have made about Halo's Insulin program is whether most diabetics are concerned about paying more for a quicker acting drug. I told my friend, who has been a diabetic for 40 years and is currently taking Humulin R, about Halo's plans about a faster acting insulin and his response was 'why would I want a quicker acting insulin'. He knows what the current kick-in time is and injects himself 20 minutes before eating. What good would it do him to inject himself say 10 minutes before eating. It sounds good but is it really that important to most diabetics, who I would imagine have to live a fairly structured life to survive.
Of course in Halozyme's case the analogy is with Hylenex. Great idea but Baxter have not really been able to find a suitable market and I'm not that convinced that there's much money to be made out of 'the kid rushed into the ER with dehydration and they can't find a vein for an IV drip'. That certainly isn't the $800m pa market that Baxter were once talking about.
Anyway I'm very pleased with the announcements over the past few days. I'm much more optimistic than I was a week ago. If they could just get one more Roche type deal then the financing would be in place to take the internal programs through to at least Phase 3 before partnering. If they don't get such a deal I would imagine that the partnering process will become a priority.
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