Insmed Inc (INSM)

[theonlyslacker]

drbio,

You have to love how much weight this analyst gives INSM/iPlex in this report. He says most of the success will happen in the less severe IGF deficiency market because INSM will not be in that market. Sounds to me like an admission that INSM will beat TRCA in the markets they compete in. NICE!

I was amazed they did not mention how long they have been looking to fill the trial slots for this drug. They have been trying to sign up patients for a long time and are still only 60% and 57% filled. In a market stout enough the base a majority of the future of this company valuation on and no current solutions, you would think people would be diving all over themselves to get in. Doesn't that give him some indication how bad this drug is for patients (children)?

No mention of Europe either. Admission we will beat them there also?

November will be fun - trial and full quarter financials. Mmmmmmmm. Slacker