Insmed Inc (INSM)

[coinstarz]

I agree most of your points.

S-3 filing is not a PR. Insmed must keep very low key on good stuff and very conservative tone to the market. They must say the worst and hope for the best.

We already know the cash burning rate and already figured out how long the company can keep going.

There are several very large ambitious plans in ideed. It is very vague wording in S-3. I believe there are some PRs regarding those plans coming soon. No public traded company wants to shoot themselves. They are smart and know how to support the PPS. The more I read S-3, the more clear picture I can see. Indeed, this S-3 gives me a hope. The pps will be suffered in short-term. And we will see big or small paper losses in our accounts. But it is just paper loss if don't sell it. In 6-12 months, all those paper losses will become paper gains until you bank them.