Apart from a biochemical reference,comparing the blockbuster drug Natrecor and anything Insmed has in the pipeline is stretch.(HIV lip (if successful)and others,
As an investor,ROI with Bios is directly proportional to the markets they aim to serve. Obviously,cholesterol,diabetes,obesity are Companies one looks to invest in..since the markets are expanding at a remarkable rate Insmed would be a better "trade" than a "long term " investment imho
Arena pharma is another San Diego co with a very promising obesity drug,and Amylins spectacular ADA presentation using Leptin (they got from AMGN),Amylins Praintide, and PYY) results in the lab show a weight loss equaling barbaric surgery.Weight loss will be the biggest money maker of the new millennium imho, and sure I always pump Amylin,
Once upon a time I believed Insmed could be a player in Cancer.,no one has stepped up to the plate,which means most think its not worth the investment.Will Insmed be a 10 bagger?
CELG and AMLN,will do even better because they were able to develope blockkbusters-first, as oppossed to Insmed's small markets looking for the blockbuster
Good Luck to all longs