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Re: DewDiligence post# 122374

Sunday, 06/26/2011 6:43:12 PM

Sunday, June 26, 2011 6:43:12 PM

Post# of 257257

If tweaked human insulin can be as good as—but not better than—insulin analogs



First of all, I was making a general statement to include both as good as and better to illustrate the point why human insulin was losing market share in general.

Second, neither BIOD nor HALO is trying to make as good as fast acting analog. They are trying to make ultra fast acting insulin which there is a need for as meal time insulin. HALO is actually comparing directly vs analog insulin. BIOD had issue with their development in the past, but they are going to compare with analog insulin as well in new development plan.

If both were to merely develop fast acting insulin similar to current fast acting analog insulin, there would be no market for them at all.

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