Replies to post #2555 on Insmed Inc (INSM)

[Do DD]

If my analysis is correct the current shareprice corresponds to an average number of IGFD patients of around 520-530 per year over the next 7 years. This should definitely be attainable if INSM can show traction in the market when Q2 numbers are published.
So, even if trials would go totally belly-up (unlikely) for INSM, the value of INSM for DNA still consists of:

- patents (a victory by TRCA-DNA over their patents won't invalidate INSMs patents).
- pipeline.
- 7 year potential revenues for IGFD indication.
- operational production facilities are in place which can be
expanded for production of iPlex or other products with the same sort of production technology or type of knowledge needed.
- amount of cash still left from Secondary offering.

Just do the math and you'll see that INSM is a nice buy at these prices as long as you don't buy on margin. IMHO.

E.

[theonlyslacker]

ThomasS,

Intelligence in the market is based on a risk reward correlation as well as an opportunity cost based on that correlation. In this case the unknowns and therefore the "risks" are pretty high but the reward is also potentially high. My point is just because the market has not embraced INSM does not necessarily mean they know something we do not.

Place your bets as intelligently as possible and roll the dice.

Slacker