![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Friday, July 07, 2006 3:55:25 PM
Dew,
Couple of thoughts on this -
We have to see how Iplex does in the marketplace, but if it gains the lion's share of the IGFD population, as I believe it will, Tercica will not be able to survive as an independent entity even with the 30% of Iplex profits that you propose. They don't have the cash and the revenues will not support them until/if they manage to expand into the larger indication. They are lucky that they have the Kingsbride deal in place, else I doubt that they could get financing at this point.
Given the above, I have to believe that they need to shut Insmed down, and would not look to settle, unless it was in the form of a merger.
If it does go to court, I would be shocked to see an award of the 30% magnitude. The court would, I believe, be guided by prevailing royalty arrangements. For underying IP licenses, as opposed to licensing molecules on which development work has been done, the rates that I have seen are in the low-mid single digits. Look at CAT and PDLI. Look at the NKTR settlement announced today (no % given, but a 25 mil fee.) There would also be a punitive award, obviously.
Regards,
Bob
Recent INSM News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/14/2024 08:28:27 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/14/2024 08:26:12 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/12/2024 08:05:02 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/12/2024 08:01:15 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/09/2024 09:30:32 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/08/2024 11:00:26 AM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 08/08/2024 11:00:05 AM
- Insmed Reports Second-Quarter 2024 Financial Results and Provides Business Update • PR Newswire (US) • 08/08/2024 11:00:00 AM
- Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) • PR Newswire (US) • 08/02/2024 12:00:00 PM
- Insmed to Host Second-Quarter 2024 Financial Results Conference Call on Thursday, August 8, 2024 • PR Newswire (US) • 07/29/2024 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/10/2024 09:19:37 PM
- Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) • PR Newswire (US) • 07/05/2024 12:00:00 PM
- Additional Positive Data from Pivotal ASPEN Study of Brensocatib in Patients with Bronchiectasis to be Presented at the 7th World Bronchiectasis Conference • PR Newswire (US) • 07/03/2024 01:03:00 PM
- Insmed Announces Redemption of all $225 Million of Outstanding 1.75% Convertible Senior Notes Due 2025 • PR Newswire (US) • 06/27/2024 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/13/2024 12:00:32 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/12/2024 08:21:15 PM
- Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) • PR Newswire (US) • 06/07/2024 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 06/05/2024 08:23:25 PM
- Insmed To Present at the Goldman Sachs 45th Annual Global Healthcare Conference • PR Newswire (US) • 06/05/2024 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/04/2024 11:00:43 AM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 06/03/2024 08:33:48 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 09:46:15 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 09:45:16 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 09:44:10 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 05/30/2024 09:43:10 PM
HealthLynked Corp. Announces Second Quarter and First Half 2024 Results: Continued Cost Reductions Set the Stage for Strategic Shift to App-Based Technology Services • HLYK • Aug 16, 2024 8:00 AM
PickleJar Announces Official Name Change and New Ticker Symbol • NREG • Aug 15, 2024 2:23 PM
VAYK's Q2 Profit Added to Accumulated Net Profit of Over $2.2 Million In 18 Months • VAYK • Aug 15, 2024 9:07 AM
Swifty Global Reports Strong Q2 Performance and Prepares for Major Exchange Uplisting • DRCR • Aug 15, 2024 9:04 AM
Mayback's Global Entertainment Signs Global Distribution Agreement with Children's Media Studio • AHRO • Aug 15, 2024 8:45 AM
POET Technologies Reports Second Quarter 2024 Financial Results • POET • Aug 15, 2024 8:04 AM