Insmed Inc (INSM)

[vrtl1999]

plum,

Scarlett said that the two drugs cover different indication and that the two drugs have very different molecular structures (obviously, iPlex has bp3 attached to IGF-1).
He also said something that I think Insmed should be very aware of, and that is that Increlex is the only drug approved for long term treatment. I wasn't aware that iPlex isn't or is that a misrepresentation on his part?
He mentioned that he listen to the INSM CC.
There was a two part question (not audable). He replied that he didn't like the question and he just made a bening comment.
Over all, I think that it wasn't a very good presentation and that most of the questions had to do with competetion vs. iPlex, which he tried to poo-poo the answers.

Regards,