Replies to post #3284 on Insmed Inc (INSM)

[elmono]

- 5-10 % could be easily 25 % for all we know.
- MMD market entrance at least 4 years away, if ever.

INSM is currently definetely not taking the whole primary IGF defiency market. Endo's still interested in TRCA product.

Definetely more dilution in the future to finance broader indications. Nice products, nice prospects for the company despite the trial issues, but not much permanent upside for the stock in the short term, the way I see it.

Nice trading on some good news and then settling down again.

Please don't hype this stock too much, it's not very credible

[floyd1]

For those of you that have been around awhile, I used to post on YMB under JMAJ742. To much junk mail to read through there, so I've just been following comments here. I used to hold 30,000 shares, but I've cut it by more than half, as I've found other areas to pursue while this story plays out. I was a little disappointed to here the room tempurature IPLEX is not set to be out in middle of 2007. They'd anticipated early 2007 up until the latest call. This new formulation I think would make the current suit have little value--Get 5-10% of sales up to launch of new IPLEX? INSM has done a good job with what they've had to work with. TRCA has been a surprise attach since celtrix days, and has slowed down progress. They've cut funding deals, and made INSM divert valuable resources. INSM has to many shares outstanding and a low stock price. The stock price will increase with positive news on the suit front, but now to the degree we would have if we hadn't had to dilute to the number of shares we currently have. I follow the news closely on this one, and see light at the end of the tunnel. It's just a bit dimmer than it used to be :)