Insmed Inc (INSM)

[Do DD]

Jellybean,

Firstly. there will be an oversight committee which will primarily be guided by DNA. I'm quite sure that DNA will parachute someone into INSM if Attie's clinical research pans out, but there would be an operational or CEO problem.

Let's be real: INSM has become overnight a research company with licences from DNA (at a very high price).

Concerning Attie: he's a committed researcher who has invested years of his life in making iPlex happen. I would sincerely doubt that he'll leave the iPlex proposition behind as long as there is life in future indications (and there certainly must be given the supporting letters of the Dr.'s Moxley, Camacho-Hubner, et al.).

Sincerely, E.