Insmed Inc (INSM)

[toonce]

vrtl, one way or another Iplex has the potential to be a blockbuster drug. I've never been particularly thrilled with how INSM handled SomatoKine development. They naturally pushed their own INS-1 forward and let research on SK lag. Had they beaten TRCA as far as FDA approval is concerned perhaps the jury would have looked at things differently.

At this point I am more invested in Iplex than I am in INSM. That's the way I choose to look at this. In someones hands it will be a success. I reiterate, it's about the science for me.