Insmed Inc (INSM)

[read_this_n0w]

Remember the 200 prescriptions were not invented by me, but stated so by the company

:p

(how many of those are renewal presciptions you think in such a short period? :p)
And for me any rate of uptake works, since the market will be devided regardless i only care about the relative uptake..
fact is that penetration in the severe growth indication will be high and income will make a nice base for expanding the label.

and what makes me more curious and what's more important for 2007 valuation for INSM are:(in no particular order)
-European market approval (wont be long now)
-European partner
-more bp3 cancer news
-more phase I cancer news
-More HARS phase II news
-MOre MMD news
-More noonan news (heavily enrolling)
-More SIR news (small but solid market as well)

since production method is known to be working, since iplex effect is known and working i expect some very nice results there which will greatly expand INSM's potential worth, seeing that most of those indication will have orphan designation and no immediate competing drugs



Good luck and have a nice weekend


PS I am allways balanced elmono, both here and in real life, so balanced in criticism as well