in reference to "I think the management at Insmed have demonstrated the savvy to make a good choice in a partner by having gotten their drug FDA approved in the face of otherwise withering opposition from TRCA and DNA", making a choice to partner at this point has nothing to do with getting a drug approved but the approval was significant obviously.
if iplex were to target 100ks of patients, yes, partner, but if not no, in my opinion of investing over the years and it feels like iplex targets niches indications (i may be wrong on diabetes?).
either way next few decisions over the next 6 months (partner/no partner, successfully launch, other indications) all big ones for the company
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