Insmed Inc (INSM)

[windyducat]

The Italian request for Iplex is a significant milemarker in the transition of Insmed from a research company to a drug company.

Prior to the announcement the focus has been on the patent infringement and Short Stature. The patent issues still looms but IMO it might slow down Insmed but will not stop them.

The ALS news gives us a glimpse of Insmed as a commercial viable business. A peek into the future of the true market potential of Iplex and we can now begin to more formulate more concrete ideas of where Insmed will be in 1,2,3,4,5 years down the road taking in consideration additional indications. Up until now Insmed has mostly been a company with great science with enormous potential. This is a big breahthrough and I expect more breakthroughs to come as Insmed management takes Iplex to market. It won't be necessairly fast, but it will be sustainable with enormous growth potential once it takes hold and results from other studies come in.

Windy