Insmed Inc (INSM)

[vrtl1999]

We had a method of producing the drug and it was called Avecia. And on several occassions during CC calls Dr. Allan answered questions to the fact that Avecia would be able to meet production.
Now, I won't argue with you that Boulder wasn't a better direction but the timing is suspect
Unfortunately Tercica is doing ok with their manufacturing aside for a couple of batches in the beggining. Tercicas problem isn't manufacturing, it's the drug and competetion from INSM.
It's very frustrating to find out that INSM moved forward with Boulder in light of the fact that came out during trial that management was concerned about patent infringement on method of production. Guess what, that method of producing is used at Boulder.
As for the type of investors INSM needs, well, they can't choose them but they can attract and they're only attracting the likes of you and me.
"Insmed pps should have rises" It didn't, so who was right and who was wrong.
May I ask you as to how long you've been invested? only if you want to answer.
By the way we are only arguing philosophies of management, no real test to show whose right or wrong. But concidering the current share price I dare to say I'm ahead.