Insmed Inc (INSM)

[rstor1]

Buying opp?

I have been looking to add some shares but the constantly dropping price has had me on the sidelines waiting for an even bigger bargain.

I believe that I will have that opportunity on 2/15 when Tercica has their CC. They will undoubtedly be asked about the sales ramp-up. Regardless of their answer, I think that it will be seen as a negative for iPlex. If they are selling well, it will seem like they are grabbing the market. If they are selling poorly, it will be seen as a sign that the market for igf-1, regardless of flavor, is poor.

So I wait.

I have never been a very good market timer, and this is not advice, but some musings.

Regards,
Bob