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theonlyslacker

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theonlyslacker

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Monday, 11/20/2006 5:28:22 PM

Monday, November 20, 2006 5:28:22 PM

Post# of 6489
I have to think that the invite from NASDAQ for Geoff Allen to sit on a panel to discuss AIDS has got to be good news. Any reason other than the pending trial the market would not have jumped all over that news?

We have HIV Lipo and MMD news coming out within the next 6 - 9 months. European approval (fingers crossed) in 2007 which could(dare I say should)include partner. Shelf stable version of iPlex coming out in 2007 which could negate patent issues...

Only downsides are trial unknowns and Insmed management's propensity to go it alone which may require further dilution.

All IMHO of course. Happy Thanksgiving. Slacker
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