Insmed Inc (INSM)

[wjlknew]

Also from the IV board:

Msg: 3549 of 3549 6/30/2007 10:33:28
By: wjlknew
Posted as a reply to msg 3545 by read_this_n0w

For the record, I am also invested in INSM.

I do think GTCB is the better prospect at this point in time. I hope INSM can find a niche in biogenerics, but it appears all they have to offer is temporary excess capacity in a process that has traditionally had excess capacity throughout the industry. (I say temporary because, if Iplex succeeds, there will be no excess capacity will there?) GTCB on the other hand has a virtual lock on a new process that appears to be a natural fit with biogenerics, and has unlimited capacity. INSM may have a revolutionary new drug. GTCB does has a revolutionary new manufacturing process. I hope they both prosper, but in my opinion INSM has dug themselves into a very large hole and is desperately looking for a way out ... or at least giving the impression there IS a way out.

If you see things differently, so be it.

Afterthought: If you are incapable of anything but mindless drivel, so be that also.