Insmed Inc (INSM)

[coinstarz]

You made good points regarding market/investor awarness and patent litigation. I think the market for severe IGFD patients is about 6,000 +/- in U.S. according to both CEOs of INSM and TRCA. If Insmed can have 60% of market shares, it will be sufficient to sustain other pipelines in term of R&D. The market for primary IGFD is about 30,000 in U.S. Insmed's pipelines are much better than many small bio-tech firms but Insmed does need money to continue those. If iPlex is sucessful in 2006, the future will be much much better than now. iPlex or Increlex is not cheap. Either of companies can make good money if they are sucessful, of course, it all depends on the product. I believe doctors and patients are not stupid. They know what they are looking for.

EMEA filing is good for PR. MMD and insulin resis are good pipelines.