Replies to post #129111 on Biotech Values

[mcbio]

If BIOD is only working on Humalog, then LLY is the only choice at the moment unless someone is interested in Humalog biosimilar/biobetter. I don't know what the approach is, whehter it would be applicable to other analogs.

Click on the link to BIOD's prior presentation in #msg-67473029 and if you scroll down to slide 28, it will show you the pre-clinical data BIOD generated before by applying the same excipients in Linjeta to Humalog, Novolog, and Apidra. They have obviously now changed the excipient and, in later slides, they show some additional slides for their new analogs. I assume BIOD is just focused on one of the analogs due to their disclosure about entering into the MTA with one big pharma. And, of the big 3, I'm assuming it's LLY. But, take a look at their pre-clinical graphs in that slide 28 and see if you disagree. If it's not Humalog, I'd say it's Novolog, based on the graphs. I don't see as huge of an improvement in Apidra with the BIOD excipient as I do in Humalog and Novolog.