Think rk may be referring to cost to market and not just developement cost. I agree that Halozyme can get Cheetah through clinicals on its own but marketing and sales is another story. For the early indications, a partner is wise for manufacture, marketing and sales until a firm revenue base is established imo. Too much, too fast can spread a good company too thin and cripple an otherwise great business plan. Build a firm foundation, then branch out to areas outside your expertise. If sucess continues in clinicals, I look for a partner with Chemophase, Cheetah, and B/Ps within the next 1-3 years. 2011-12 Halozyme will be in good position to evaluate the pipe and most accretive way forward.
Apidra is the other rapid acting insulin sharing market with Humalog and Novalog.
Insulin, Onset, Peak Effective, Duration, Maximal Duration, Comments
Human Rapid Acting
Lispro (Humalog™) < 15 min, 1–2 hr, 2–4 hr, 3–5 hr, Should be taken just prior to or just after eating.
Aspart (Novalog™) < 15 min, 1–3 hr, 3–5 hr, 4–6 hr, Should be taken just prior to or just after eating.
Glulisine (Apidra™) < 15 min, 0.5–1 hr, 3 hr, 3 hr, Should be taken just prior to or just after eating.
"Could well be splitting hairs to say which is better but your view that there's one winner and one loser is short sighted. Insulin is a big and still growing market. If biodel can open a new market for more rapid acting insulin that's a good thing. There's two major insulin co's: novo and lilly. If halo lines up with one of them as seems to be the plan, it will put a lot of pressure on biodel and being 2nd to market might not be such a bad thing."
Don't think I am short sighted, just don't see an advantage bringing a new drug to market that is inferior to existing treatments. Different than already in market when improved product comes out. Nothing to argue about.
Never argue with a fool, for after awhile, it becomes difficult to determine which is the fool.
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