Replies to post #122432 on Biotech Values

[genisi]

I don't know and cannot contribute much to what others have posted. Think that a truly ultra rapid-acting insulin coming from Novo or Lilly could well compete with current fast-acting market but I do have doubts about the 2 unpartnered programs from BIOD and HALO plus if Novo does not expect these tweaks to be highly consequential, they should know better than me. Going to meet next month with a small local bio that is going in this direction just with a different solution (other than tweaking insulin analogs), so perhaps I'll learn something new.