elmono,
I'm not keeping my fingers crossed: I invest and reevaluate constantly on new data.
Concerning INSM: what I'm seeing is a limited range of products (iPlex and BP3) of which the number of possible applications constantly increase. In that respect INSM is unique since most products are coupled to one single indication or a very narrow range of indications.
Therefore I definitely think that INSM is undervalued at this point in time since the pipeline doesn't show in the shareprice. Thus my value play remark.
He who chooses to invest at this stage in the game should know that these kind of investments have to ripen and not all will come to full bloom. So be it. That's biotech.
If you're happier with shorter term plays: good on you. But if a shorter term makes you happier indeed INSM isn't the play at the moment you're looking for.
Have a nice one, E.
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