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Insmed Incorporated Message Board

  • sixftleprechaun sixftleprechaun Sep 8, 2007 2:01 PM Flag

    In Denial - Biologics

    It should be obvious to all by now that the bill is talled until after the election.
    What the big News should be to shareholders is that a partner is in jepordy,something I believe the market will punish INSM for if they are unable to getone by Dec

    READ
    1-Lawmakers are unlikely to add generic biologics legislation to a Food and Drug Administration bill expected to receive congressional approval this month,
    ******two key U.S. congressmen said on Thursday.

    2-The chances of adding the generic biologics measure to a broad FDA bill now moving through Congress are "extremely slim," Rep. Henry Waxman, a California Democrat, told a Generic Pharmaceutical Association conference.

    Investing means to look at reality

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "Investing means to look at reality." Correct. And if you've read my posts, and I've been here for much longer than many others here, you'd have read my posts stating that FoB is one small piece to the puzzle. MMD, HARs, ALS, ROP, and cancer are a few others.

      Read INSM's milestones http://www.xs4all.nl/~surg3on/INSM/CEUT.presentation.july.12th.2007/20.png FoB parnter is one of four.

      Further, the "reality" is that institutions increased their INSM holdings by 228% from Q1 to Q2 and four key insiders increased their stock holdings by 26% buying INSM shares on the open market.

    • "There may be..."

      Yes, there may.

    • "Can you you still see a reason why a prospective partner should hold back and run the risk of being unable to profit from Insmed's FOB's due to periods of exclusivity being awarded to rival pharmas who submit their dossiers as soon as the approval criteria is made public?"

      Then why are they holding back?

    • apenny-

      I think I understood the limitations of your post quite well.

      "..... that Insmed is looking for a partner so that they can accelerate their FOB programme to ensure that they can be the FIRST company to file a regulatory dossier."

      I believe they are looking for a partner and said so. If I recall correctly, Allan or a cohort, in the last CC, seemed to indicate that a partner was pretty much lined up. That potential partner, nor any other potential partner, has not signed on the dotted line. Why the delay? Legislative action is the obvious, if not the correct answer.

      "..... that Insmed is looking for a partner so that they can accelerate their FOB programme to ensure that they can be the FIRST company to file a regulatory dossier."

      Again, I don't doubt that there are wishes, efforts and conversations. Perhaps many potential partners are interested, but none have acted. How can a potential partner know what to pay for a piece of a pie of unknown dimension, that dimension to be at least outlined and clarified by eventual legislation governing the approval process for FOBs.

      You may be right. Maybe someone will strike a deal before a bill is passed. I am simply saying that there is no evidence to support such a conclusion at this time. What you have presented is not evidence relating to the intentions of any potential partner.

    • Good summary! Opening monday around $0.63. Maybe even lower.

      http://www.reuters.com/article/governmentFilingsNews/idUSN0636655520070906

 
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