Rod, insulin analogs are very expensive and are a huge cost to managed care. And they work well and are very easy to administer, i.e very small and patient friendly needles. The issue is halo has to show their version is materially better. And when analogs go generic, there may be a real payor pushback on a 3rd generation formulation.
I don't think competition failing is necessarily a good thing since it may add a burden of proof to the concept.
Don't assume biodel didn't seek input from the fda or partners.
On the plus side, halo can learn from biodel mistakes, such as don't enroll any patients in India :)
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