Insmed Inc (INSM)

[smallinvestor]

during the last conference call, INSM said that they are getting cost reimbursed...the question is whether the cost include the burning rate or if the cost is just the variable cost of producing IPLEX. Anyways, I think that it's not unreasonable to estimate the reimbursements at anywhere between 75K-100K per patient, which puts 50 patients at 3.75Million - 5Million, already higher than INSM's projection of 3 Million a year for ALS. I wouldn't be surprised to see the number jump to 100+ patients by June of this year if Italy allowed the program to expand freely.