Dr Bio, I agree with your reasoning and I can't figure out why INSM is trading so low. I wish someone could offer a rational explanation for it. I have been considering owning INSM again for a long time (I owned it briefly on the day of the approval).
That said, for personal reasons I'm cutting back the biotech portion of my portfolio to about 50% and reallocating within that portion to spread out risk. INSM may fit nicely.
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