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?
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?
Recent INSM News
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/17/2026 08:43:36 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/16/2026 08:17:02 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/08/2026 08:41:22 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 04/07/2026 08:01:21 PM
- Insmed Provides Clinical Update on Phase 2b CEDAR Study • PR Newswire (US) • 04/07/2026 08:01:00 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/06/2026 08:42:40 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 04/03/2026 08:07:37 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 04/01/2026 09:10:46 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 04/01/2026 08:03:54 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 04/01/2026 08:02:49 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 04/01/2026 08:01:55 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/31/2026 08:13:26 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/30/2026 09:31:03 PM
- Insmed shares rise after UTHR trial data and Morgan Stanley upgrade • IH Market News • 03/30/2026 03:04:13 PM
- Insmed shares rise on positive results from ARIKAYCE Phase 3b study • IH Market News • 03/23/2026 02:34:12 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/23/2026 11:00:30 AM
- Insmed Announces Positive Topline Results from Phase 3b ENCORE Study of ARIKAYCE® (Amikacin Liposome Inhalation Suspension) in Patients with MAC Lung Disease • PR Newswire (US) • 03/23/2026 11:00:00 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/20/2026 08:05:20 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/19/2026 08:57:15 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 03/05/2026 09:59:55 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2026 09:16:51 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 03/05/2026 09:15:10 PM
- Insmed Reports Inducement Grants Under NASDAQ Listing Rule 5635(c)(4) • PR Newswire (US) • 03/05/2026 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 02/27/2026 09:14:51 PM
