Biotech Values

[ghmm]

HALO/BIOD/ARRY:

On the Halozyme call I didn't get they were real close to a partnership but I commented on the Halo board a few days ago that I got the sense they were seeking more a generic company to partner with
#msg-68652072
I only listened once so far but pretty sure there was one remark that made mention of generic company would need more time/info to get a comfort level. So that would be my guess right now.

Part of how Frost answers needs to be taken in context too. Lim was talking partnering for a couple years I believe so the company doesn't have a lot of creditability here so Frost isn't in the best of situations to talk about a deal coming "soon".

On the array data. I am not that familiar with the patient population to speculate. It would seem to me that the better potential would be combination use and already AE's are fairly high in monotherapy.