Replies to post #130494 on Biotech Values

[mcbio]

On the Halozyme call I didn't get they were real close to a partnership but I commented on the Halo board a few days ago that I got the sense they were seeking more a generic company to partner with
#msg-68652072
I only listened once so far but pretty sure there was one remark that made mention of generic company would need more time/info to get a comfort level. So that would be my guess right now.

I don't understand the rationale behind a generic company being the likely partner for HALO's ultra-fast acting insulins. The fast-acting insulins are set to go generic in a few years so wouldn't the generic players be focused on that particular opportunity, which is in their core competency, as opposed to focusing on an entirely novel new drug, which generally isn't among the core competencies of the generic players? Also, jq and I had this discussion on here before, but it would seem to me that the only logical partners for what amounts to an improved analog of one of the big pharma's analogs, is the big pharma company itself. I.e., HALO is clearly working on a "better" Humalog and it would seem to me that the only logical partner for such a drug would be LLY itself. It doesn't make sense to me that a generic company would be involved with the development of a "better" Humalog; it would only make sense to me that they would be involved strictly in a generic Humalog itself.

Also, I thought for sure I heard reference during yesterday's HALO CC to potential discussions with a big pharma partner. I could be wrong on that and would have to go back and listen to be sure but that is my impression.