Insmed Inc (INSM)

[theonlyslacker]

All,

Does it make more sense to partner in markets based on specialization? I am not sure how the medical industry is set up but it would seem that some specializations (like Pediatrics) would be harder to break into with a new sales force/product than others. When considering the small "approved" market for iPlex it may make sense to partner now, focus around development/approval of new(more financially rewarding)indications and eventually develop sales forces around markets that are easier to enter and/or provide a larger return.

As stated the real return for INSM is not necessarily in this market (pediatrics). We could spend lots of much needed cash entering a market that would immediately be capped (no more opportunity to sell other indications). Cancer and Diabetes is where control of distribution would be most appropriate for long term return.

Any validity to this concept?

Slacker

Coin - thanks for your efforts around this site.