Insmed Inc (INSM)

[read_this_n0w]

Its all about relative market uptake!! read it!

Yes, the uptake for both trca and insmed is slow.. is this bad?
not really, just the way the medical road goes for this indication, takes some time to talk and decide with the kids/parents.
The treatment needs some perseverence so no one night decisions there..

however the basher portray it being about the revenue..
and guess what..in 2007 it will be, currently not the hard numbers are important, due to the slow uptake those are relative low (logical)

the important factor is: Who will get the market!!
And this is very well determined by looking at the relative uptake between the two companies
(These are lenghty treatments, so once the kids are on treatment, they sta with it for a long time)

facts there:

INSM: 200 subscriptions in 3 months
TRCA: 277 subscriptions in 9 months

Notice the discrepancy? Even more so considering iplex was not even sold during the first few months that increlex was on the market