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Re: zip512003 post# 347

Saturday, 01/14/2006 2:53:24 PM

Saturday, January 14, 2006 2:53:24 PM

Post# of 6500
but when you partner, you loose the autonomy of deciding which indication to further develop, and all the potential upside gained from generating another indication on your own. aside from severe insulin resistance (which itself is a very small market), myotonic distrophy, hiv lipodystorphy are small indications which INSM can explore and commericialize by itself in the next 6-12 months. i'm not against partnering per se, just at this point; there's more upside to the stock if they show a benefit in one of these indications by themselves and could attract more value negotiating w/ potential partners down the road.
plus with its own manufacturing plant exists the potential to in-license other compounds, on its way towards building a company with development manufacturing and commnercial expertise. partner now, and what do you have to offer a potential outlicensor with no sales force to add?

outside of this, any thoughts on what happens to insmed shares if trca reports a dismal first quarter of sales? positive or negative for insm?

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