Replies to post #378 on Insmed Inc (INSM)

[rstor1]

Abby,

+++"you don't spend $10-20M, yes, but you will give up 70% of the REVENUES!!!
i'm done bob thanks+++

You may be done, but the subject is not. I'd love to see you stay in it.

I don't know where you are getting the 70% of revenue figure.

From the deals that I have seen, a post-approval marketing deal splits the gross profits between the partners. Figure gross profits to be in the 70-75% range, then Insmed would give up ~35% of the revenue.

Yes, still less cash than the dilution, but it's a valid question of whether then potential profit is worth going outside their expertise.

Regards,
Bob