Insmed Inc (INSM): I get all of that Jellybean... But we a...

Reply Private New

Replies (1) Next 10 Prev Next

Send PM Follow Ignore

Followers	0
Posts	16
Boards Moderated	0
Alias Born	09/20/2006

surf_baron

Re: jellybean post# 4701

Monday, 03/05/2007 4:25:43 PM

Monday, March 05, 2007 4:25:43 PM

I get all of that Jellybean... But we are where we are...

INSM has overhang of the jury verdict and it will cost big bucks and time to reverse any jury mistakes. INSM is most vulnerable to takeover and competition right now. Revenue stream is slow to build, PPS is in shambles (things all longs are painfully aware of). We will probably be in a position to require more operating capital soon.

So if all of these are true now, why wouldn't DNA be interested right here and right now? They probably smell blood in the water. Especially given anecdotal ALS potenial and Italy PR / hype. This is all speculation but I think DNA might be more interested in a stake in game now, before they probably didn't care...

Question is what are exclusivity terms with TRCA and what rights did DNA reserve? Or is DNA trying to get TRCA/INSM to partner or merge?