Replies to post #4939 on Insmed Inc (INSM)

[wjlknew]

"It will take a very measured approach to see vision that will probably be laid out, but I would certainly expect the caliber of board members ..."

Either there is something wrong with my vision, or I am the wrong caliber, or both.

[buy4long]

Zake-Don't think we have been at the same parties

I would have remembered if you had the privilege of "intercoursing" with me...

As for INSM, I think the issues are rather simple:

Which will win the race-the need for cash or the science results?

I think this company will never market another product itself-that's what DNA is for. This company is now a research division of DNA, but it must raise its own funds in the near term. Dilutive stock offering or debt on unfavorable terms if science is not encouraging; less dilutive offering or favorable debt, or even early DNA opt-in, if results are favorable.

It shall be a topsy-turvy ride for next 24 months. But I will still be here, hopefully not to be 'intercoursed' again by INSM.