Insmed Inc (INSM)

[wjlknew]

"Several questions remain, but this may get interesting."

Expanding:

- the ALS Italy indication being addressed distinctly in the settlement,

- the rather odd statement showing up yesterday in the TRCA 8-K that either Genentech or Tercica can go it alone for some indications with Insmed supplying the IPLEX (like Insmed may have bigger fish to fry), and

- Cephalon's history of acquiring small biotechs and incorporating their science.