The fast-acting insulins are set to go generic in a few years so wouldn't the generic players be focused on that particular opportunity, which is in their core competency, as opposed to focusing on an entirely novel new drug, which generally isn't among the core competencies of the generic players?
HALO's insulin program isn't a "new" drug. So it is possible for a biosimilar insulin player trying to differentiate portion of the biosimilar insulin program by adding PH20. I don't think that is the only possibility.