Biotech Values

[mcbio]

I'd say SNY is more likely. SNY's Apidra is newer rapid analog, that is lagging the other two. To me, it is more likely to be modified to differentiate itself from the other two. HALO used Apidra as leading in titration period in their phase 2 trial. So it hasn't been tested by HALO in combination with PH20. HALO on the other hand might be interesting to both NVO/LLY and other insulin biosimilar programs.

I don't know if you caught what I posted before in #msg-67473029, but my hunch is that BIOD is working on an improved Humalog. And if it is indeed Humalog that BIOD is trying to improve, that would presumably limit their potential partner to LLY, wouldn't it? Would SNY or NVO be interested in an improved version of one of their key competitors' drugs?