Biotech Values

[ghmm]

HALO:

I don't know how BIOD product is but Halozyme doesn't alter the ultra-fast insulin (PH20 modifies the extracellular matrix which enables more rapid absorption) so having that available as a generic opens the opportunity for any company really. Its less of stretch that a generic company would market a "better" analog insulin then a completely novel product. In fact perhaps being indifferent to which analog could be one benefit in having a generic company be the marketer. Not saying I would prefer this necessarily (though at this point I am anxious for them to get any deal) as they may not put the effort into it that another company might just that it is a distinct possibility.

Its not unique a slightly similar situation that I am familiar with are some of the new generic formulations of Flolan for PAH. One doesn't require refrigeration (I believe the one Actelion is developing) and I believe there are others with some other improvements too (can't recall by memory).

I haven't listened again to the HALO call but do seem to recall Frost mentioning that a generic company would need more time/info. Being that I heard mentions on past presentations too I think its something they are considering unless I misheard multiple times .