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chem, I remember reading your posts as Elias Y on the AOL board and then realizing your were chem. You're another of those accused of being a cheerleader. I recall most of your posts conveyed the science aspect and not the market end. That's about where my sentiments fall with this. With all the indications already being studied and a multitude to come Iplex is a winner. The jury is still out on INSM, pardon the pun. Even with the stumbles I'd still rather see things remain in INSM's hands with a partner or two and keep the dilution as small as possible.
Never did hear from Patcolo again after INS-1 as far as I can remember. I finally quit frequenting the MBs for a couple of years, didn't have the desire to read them anymore. With news events on the horizon I'll be paying closer attention.
Don't remember quite when Zake got invested. I do remember there was only a handful of regulars before INS-1 failed.
vrtl, one way or another Iplex has the potential to be a blockbuster drug. I've never been particularly thrilled with how INSM handled SomatoKine development. They naturally pushed their own INS-1 forward and let research on SK lag. Had they beaten TRCA as far as FDA approval is concerned perhaps the jury would have looked at things differently.
At this point I am more invested in Iplex than I am in INSM. That's the way I choose to look at this. In someones hands it will be a success. I reiterate, it's about the science for me.
Zake, I couldn't agree more. My reason for being invested is the same as it ever was, the science. I know you've been in this about the same amount of time as I have. I let myself get glued to the outcome of the trial. Bottom line is there will be no injunction and one way or the other TRCA will be out of the picture when the major indications pay off should they come to fruition. I've always had faith they will so this little bump in the road doesn't change a thing for me.
Royalties on all sales prior to the judgement are part of the award.
I believe the verdict is in. Trading seems to verify it.
Looks to me as if anyone interested might be able to make a contribution through Paypal to RTN for the costs he or she incurred keeping up with the filings. I'd be interested.
RTN= Read This Now
Only brought up injuction to stress that the royalty would not kill INSM. Stupid I know.
That's exactly where INSM is taking this.
http://insmed.com/updates/secondary.asp?title=Press%20Releases§ion=ir
Courtroom theatrics. An injuction would kill INSM, a reasonable royalty will not. INSM will corner the market for GHIS and take over TRCA's share. In time INSM will have a new production method and TRCA will cease to exist in INSM's world.
vrtl, that was my initial thought. Could be an agreement between the parties not to divulge terms of something.
"Appendix trial filings not downloadable..."
I wonder if they are waiting for the market close to publish the documents?
I used to get branded a cheerleader years ago when I brought up some of the possible indications Celtrix and Insmed could investigate. Now many of the very conditions I discussed in a pipe-dream fashion are on the table.
Just my opinion but I believe it would be for every drop ever sold. At least until INSM can find a different production technique. That's still an acceptable position for INSM and a stake in the heart for Increlex. INSM will be paying TRCA a royalty on trca's lost sales.
Great to hear from you chem. I followed you as Elias as well if you remember. Since approval I haven't had much concern so I haven't posted as much. We have what, 12 years for iPlex to make its mark. No hurry here, the hard part is over.
Didn't mean this board, just Yahoo. I guess just to refresh people's memories I should put together some of the old press release links from the old studies. The stuff wounded posted from the FDA was simply generic info that actually dealt with IGF-1 without the binding protein. It applies to a much lesser degree to iPlex. Why the FDA chose to do so escapes me. iPlex only targets cells that need the IGF whereas Increlex is absorbed indiscriminently. This means the IGF is better tolerated and side effects are minimized. Side-effects in a couple of the past studies were in fact beneficial in a couple of areas.
I know, he just went on ignore and I won't be posting there much anymore. I stayed away for about two years or more. A waste of breath.
They can and most likely will. It just depends on how sound of a beating they get if things are decided in INSM's favor.
Nice to see you posting TJ. I've been watching and investing in this since the CTRX days as well, you might remember that.
Same to you. Lynch, SAPizza, and a few others were great guys as well.
Very well done. Back before the Yahoo board became such a mess the were a few that contributed this way.
Still in. Just figured I'd use the toonce part of the id. It's been a long road.
Zake, I haven't posted in quite some time on any INSM boards. Glad to see a familiar name. I haven't looked back very far in the messages but have to wonder if rstor, plumbob, or any of the other old longs are still around. It's nice to see this finally coming close to a conclusion where trca is concerned. Over the years it's been one thing after another.