Biotech Values

[mcbio]

I am not that familiar with BIOD, Halozyme's technology wouldn't be a *new* drug just PH20+Humalog.

Yeah, my bad, you're right on that. And actually, though it's a different approach, the BIOD version of the potentially improved Humalog (at least I think they're trying to improve Humalog) may be viewed somewhat similarly to what HALO is doing in that they are both trying to improve Humalog (I was getting what BIOD is doing now mixed up with their prior approach to come up with their own UFIs. What they are doing with their analog is essentially tweaking Humalog to make it even more fast-acting I believe.)

So, all told, perhaps this news puts HALO ahead of BIOD in terms of a potential big pharma partnership, unless BIOD's pre-clinical data really wows someone. (Hope I'm being unduly skeptical as I'm going to continue to hold my BIOD position.)