It seems the timeline mirrors HALO's even though HALO is in phase 2. I think by the end of year, LLY and/or SNY will probably pick one of the two. I doubt NVO would be interested because they have their own ultra fast insulin program in phase 1.
Two players and two potential partners/acquirers. I'll take those odds, especially with BIOD at about a $40M market cap and enough cash to get them to early 2013. The current market cap is barely above their cash level after their recent raise given the carnage to the stock. Any comments on the risk-reward here? There are no sure things, of course, but I like the risk-reward here. After seeing the stock get crushed in early trading, I managed to come up with enough cash to increase my position by about a third.
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