Replies to post #129105 on Biotech Values

[mcbio]

I am not that familiar with BIOD, Halozyme's technology wouldn't be a *new* drug just PH20+Humalog.

Yeah, my bad, you're right on that. And actually, though it's a different approach, the BIOD version of the potentially improved Humalog (at least I think they're trying to improve Humalog) may be viewed somewhat similarly to what HALO is doing in that they are both trying to improve Humalog (I was getting what BIOD is doing now mixed up with their prior approach to come up with their own UFIs. What they are doing with their analog is essentially tweaking Humalog to make it even more fast-acting I believe.)

So, all told, perhaps this news puts HALO ahead of BIOD in terms of a potential big pharma partnership, unless BIOD's pre-clinical data really wows someone. (Hope I'm being unduly skeptical as I'm going to continue to hold my BIOD position.)

[jq1234]

I would be curious on overall numbers of Hypoglycemia.

I am more interested in other parts of data than this simply because the way the trial was designed, essential 4 arms just over 100 patients total, 12 weeks crossover, I really don't see the number would be different in this aspect. The key to me is the consistency between diabete 1 and 2 trials.

[mcbio]

HALO/BIOD

Did you listen to today's HALO CC yet? A lot of talk on the potential of partnering the UFA insulin program (both pump and pen). Unless I missed it, or perhaps HALO management was just being conservative, I didn't get the sense of real active partnering discussions right now with potential partners. There was reference to HALO still collecting additional data and then taking the data to potential partners. Curious if you got any different vibe or insights after the CC. I'm keenly focused on HALO now because if they do ink a deal with a big pharma partner on the UFA insulin program before BIOD, I think that would be bearish for BIOD, particularly so if their partner turns out to by LLY, since I still think that's who BIOD is trying to ink a deal with.