Biotech Values

[beachgal7711]

Insmed
Thank you for your reply. Yes, I did find the site and it is outstanding! The issue of what drs will do was meant as a question not a statement. I've dealt with drs in a marketing, sales and business development capacity. They are the most conservative market segment I've ever encountered by far. I know the Tercica salespeople will be telling the drs that Insmed may be off the market soon because they infringed on Genentech's patent and Genentech is suing. It doesn't matter if that is not quite accurate. I'm talking about sales. For the most part, my experience is that drs are much too busy to follow these things and most of their information comes from the salespeople. Given my experience I believe this scenario will play out on a daily basis affecting Insmed's sales until this is settled. Since this treatment goes on over time, my question, I believe, was valid. Thank you for your POV on what drs will do in this situation. On balance I believe there will be some loss of sales due to the lawsuit but it will not affect sales as much as the lawsuit is affecting the pps. I believe the lawsuit eventually will be settled or decided in court in a way that enables Insmed to sell its product. This product, of course, has a relatively small market and we are looking to clinical trials to expand this market significantly for other indications. Therefore, at these prices, I believe Insmed is a very strong buy here. It will just take a year or 2 to achieve its reasonable price. JMHO