Replies to post #736 on Halozyme Therapeutics Inc (HALO)

[Fred Kadiddlehopper]

I think it is logical to assume a reasonably large premium for best in class insulin product. Based on my layman's knowledge of diabetes, any significant improvement in mimicking the body's natural insulin response must automatically go to the head of the line as the preferred therapy. Failure to do so unjustifiably subjects patients to the vast array of deleterious effects caused by the disease.
Good luck!
-Fritz

[rkrw]

Rod,

Of course it would be priced at a premium to generics.

On partnering, the point is biodel's flop may push potential partners to wait for more data rather than paying up earlier to secure the program. Had biodel reported blow out data and signed a fat deal I believe it would have pushed the runners up to run to halo.

And likewise, I try to not assume success too early. For an investor with wide eyes its too easy to assume success. Nice thing about halo is they have many shots on goal and success isn't contingent on any one.