Replies to post #744 on Halozyme Therapeutics Inc (HALO)

[rkrw]

Biodel is using approved GRAS components, a cocktail that changed the pk. So nothing unapproved within the formulation. Its moot on Biodel, its unlikely to be approved without a new trial and there were injection site reactions that make it unattractive commercially.

halo management has done a terrific job. Number one though is picking good programs to work on. I'm just more sanguine on the insulin program, I'd call it a potential single or double, not a homerun.

[Fred Kadiddlehopper]

RK, I appreciate the fact that there is a more subtle interplay between a company and it's competitors than one would normally assume. However in "cheetah's" case,

A.) the competition failed and
B.) the competition's platform was based on a different technology.

When a checkmark can be placed next to both of those clauses, then the equation is positive for HALO, IMHO.

Good luck!
-Fred