Insmed Inc (INSM)

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US markets are key for insm..
upon phase II data we do get the opt-in moments
but i fully expect to see offlabel sales as well if for example HARS proves to be beneficially, which is still a devastating illness

time to bridge is to end of 2008
latest financing was a good step in that direction, combined with rigorous cut down on non essential expenditure.
Quite pleased with current low cash burn, only compare it with trca to see how well they do there. (even more so considering pipeline and producion capacity in own hands which are outsourced at trca).
Revenuestreams: i expect italy to surprise some there... the cost reimbursement per patient as stated in italian documents is near 144.000$ per patient per year.

short term catalyst; patient information on italian expanded acces program, some form of agreement with italian government will preceed any phase II trial or formal data there.
And biologics the company will activety seek a partner there.