Insmed Inc (INSM)

[ED20332]

From yahoo board


I am not going to give all my reasons why this settlement is good for INSM, but I will share some of my thoughts. Insmed is now licensed from DNA to go after HARS, MMD, ALS, and others. The opt-in clause is a partnership endorsement from DNA. I am not going to comment on TRCA's opt-in option because TRCA own future is uncertain. Guys, wake up, IPLEX is still available for all other indications other than Short Stature. Think of it this way, Insmed traded the Short Stature market for DNA's endorsement and licensing for all other indications. How much would you value Insmed if it were a new BioTech with license and partnership clause from DNA, add to that an approved superior FDA drug with known safety record. I have said it before and I will say it again that Short Stature is not where the meat is especially when TRCA is fighting for the same patients. Short Stature would never have sustained the company nor prevented further dilutions. With this new agreement, DNA can finance all the promising indications and market them too (opt-in my ass, they are in). I personally think INSM is finally in the right track. Litigation is behind us now once and for all, we lost Short Stature but we won a license and partnership from DNA. Talk to any analyst, INSM can easily be worth $300M-500M with its current standing.

BigTex