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Re: mcbio post# 129102

Saturday, 10/22/2011 8:15:45 PM

Saturday, October 22, 2011 8:15:45 PM

Post# of 257269
HALO/BIOD

I would have liked to get more top-line numbers than Halo released in their PR but I seem to recall them doing similar things in the past. They seem to be one of THOSE companies that cares about the integrity of the data for presentation rather than shareholders wanting to know now smile. I believe jq pointed that these were smaller Phase 2 studies still I would be curious on overall numbers of Hypoglycemia.

If it is indeed Humalog that BIOD is essentially trying to improve upon, I would think LLY might be more inclined to partner with BIOD since I would think that LLY might be more interested in a potentially better version of their own drug than an entirely new drug altogether. (This is assuming that LLY thinks Humalog needs to be, and can be, improved upon. I would think they would at least think the former given that Humalog is set to go generic in a few years.)


I am not that familiar with BIOD, Halozyme's technology wouldn't be a *new* drug just PH20+Humalog. If Lilly is apt to partner I wouldn't see that as being one of the key considerations (at least between these two options)

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