Replies to post #4915 on Insmed Inc (INSM)

[Cuemaster]

Just FYI: I was surprised last week when one of my HIV+ patients was extolling the promise of IPLEX for HARS.
Cuemaster

[plumbobt]

Good post, recurveman. I also think wjlknew makes some good points, but I am concerned that INSM is still at a great disadvantage given the need for cash...lots of it...and that the next thing we hear may be very dilutive, either in terms of share count or a further loss of future income.

Seems to me that INSM is now at the mercy of DNA. The value to anyone else of INSM as a partner seems to be low after the deal; perhaps an Asian partner would be possible...I don't know. WHere else will INSm get support?

I question whether the bad news is over. Had INSM gotten a lot of cash, I would feel better about the deal. As it is, INSm is still in a weak and needy position and has lost negotiating power. Doesn't look good to me. regards...