Insmed Inc (INSM)

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8 mln was not projected for 2006 by the analysts
and uptake might be slower, physicians need to get used to it.. thats all ok, also do not forget launch was during the summer: ie holidays etc..not the perfect time to start patients on a rigorous once daily injection regime

also do not forget any patient prescribed will stay a patient for many years

so not worried there one bit..
might even expect some offlabel use if/when the phaseII results come in

and if a partner brings the cash: cashburn is not so big, so if they can get enough cash from a partner for say 9-12months, they are very likley to have enough to sit it out for the expansion in revenue