RK,
I really have no idea how Biodel success would have affected HALO but I prefer potential competitors fail. Before Biodel results, Halozyme announced a developement plan based on input from FDA and potential partners. I don't see where that plan changed. Sound, significant clinical results will push the timing and size of a deal and again, I don't see that has changed. Another difference between Halozyme and Biodel is HALO had potential partner input early on and continues to have same and not looking to find an interested party after the fact. Indications from recent calls are that HALO is in discussions with all three analog producers although Lilly seems more involved at this point.
If co-forulation shows significant health care benifit, the cost of another therapy, generic or otherwise is immaterial. Insulin is not an expensive drug but health care cost for Diabetics is huge. Analogs get a 100% premium over regular insulin just because it is faster and no one is balking at payment except those paying out of pocket. I have not seen a script for over 7 years for anything other than Humalog, Novolog, or Lantus for my population with most, the vast majority getting Humalog & Lantus.
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