Disease targets for iPlex
I don't know enough about Myotrophin to answer that. But ANY indication suitable for Increlex is suitable for iPlex.
IGF-1 is a ubiquitous hormone, involved in a multitude of pathways, some beneficial, some not (like the growth of tumors.)
Naked IGF-1 has an extrememly short half-life with a number of significant adverse effects. In addition it has shown some nasty potential side-effects in chronic admisistration becasue it promotes the growth of cancer cells. These considerations have curtailed the investigation of its therapeutic uses.
iPlex has shown that it mitigates the IGF-1 drawbacks. I think of it as a delivery system for the hormone, rather than as a new drug.
The potential applications are more numerous than Insmed can pursue without a partner. I have to slap myself for thinking this way, but the company could well be at a market cap in the multi-billions in a few years. The question is how many shares will we have out at that point. And that makes the financial moves to be executed over the next couple of months critical to the value that current shareholders will eventually see.
Many will disagree with this, but I think that management has shown little financial savvy so far. If we don't see a heavyweight financial person come on board soon, the fumbling (and loss of potential value to shareholders) may well continue.
Regards,
Bob
News 
Market Data 
Discover 
