Biotech Values

[drbio45]

beachgal-Insmed

I think I saw you ask how to get to the insmed i hub board. It is a wierd question since you post on biotech values but you just go to the bottom of the page where it says search and type in insm

You mentioned on the yahoo board that you think many doctors won't prescribe Iplex because of the lawsuit. The Tercica sales reps may tell the doctors that Iplex will be taken off the market but I don't think there is much chance for that to happen.

The doctors will see that Insmed's drug is once a day versus twice a day injection. They will also look at the label and see that Iplex not only has less hypoglycemia but even when it happens it is less severe.

The reason I don't think that the drug is taken off the market if Insmed loses is that it is a safer drug. That isn't Insmed's sales force saying that, it is Tercica's own court documents. In Tercica's documents they clearly say that if an equivalent amount of Increlex(tercica's drug) were given as compared to Iplex, the kids would either develop seizures or die. That is in their document. No judge would take the safer drug off of the market. They would force Insmed to pay royalties.

Once Iplex is launched it should overtake tercica's first mover advantage quickly. If it doesn't, doctors wouldn't be doing their jobs, which is possible. But there is no incentive for them to prescribe the inferior drug.