Biotech Values

[mcbio]

HALO/BIOD

Did you listen to today's HALO CC yet? A lot of talk on the potential of partnering the UFA insulin program (both pump and pen). Unless I missed it, or perhaps HALO management was just being conservative, I didn't get the sense of real active partnering discussions right now with potential partners. There was reference to HALO still collecting additional data and then taking the data to potential partners. Curious if you got any different vibe or insights after the CC. I'm keenly focused on HALO now because if they do ink a deal with a big pharma partner on the UFA insulin program before BIOD, I think that would be bearish for BIOD, particularly so if their partner turns out to by LLY, since I still think that's who BIOD is trying to ink a deal with.