Replies to post #381 on Insmed Inc (INSM)

[rstor1]

Io_io and Chap

Good points.

And a futher elaboration on Chap's point:
+++there is often a benefit in the potential shortening of timelines for further research with the added capital and research infrastructure a partner can bring+++

The future revenue stream is limited by the remaining patent life. This is less true in biologics than in small molecules, but the advent of generic biologics is not taht far away.

If you reduce time-to-market in other indications, it means more years of IP protection at peak earnings (back end) for the drug.

I want to be clear that I am not necessarily advocating a partnership for every indication or for evey geo area. The point that I am making is that it's not a slam-dunk decision.

Regards,
Bob

[zip512003]

<Also... there is often a benefit in the potential shortening of timelines for further research with the added capital and research infrastructure a partner can bring.>

Exactly! The REAL money maker here is to be found in Diabetes, and possibly cancer. BUT, those applications would potentially be put off several years without the revenue provided by a partner with deep pockets...

It's hard for me to believe that Insmed is not actively seeking a strong partner, both in the US and Europe! I've seen several posts here that suggest that they have several likely candidates...