Replies to post #5389 on Insmed Inc (INSM)

[read_this_n0w]

Genentech is not looking for insm for biogenerics.
They are interested in HARS and other potential high dosage igf treatments, with insuline sensitivity an added bonus.

There are quarterly meeting with a joint development committee between trca/genentech and insm. They discuss progress in igf treatments with each other.

I fully expect genentech to go for some indications there if efficacy remains proven in IIb.
As for genntech acquiring insm.. if there is no FOB story i would expect it slightly ahead of formal phase III enabling data.
However we have ALS and FOB angle, which make a different picture here.

[cashquest2003]

Regards,
I sold a while back. I couldn't stand it anymore. Do you still see potential?

Jon