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Insmed Incorporated Message Board

  • rehdvm2004 rehdvm2004 Mar 19, 2013 8:25 PM Flag

    FaceTheFacts INSM Longs

    In 2008, there were slightly over 50 pharmaceutical/biopharma companies that had $ 1.0 billion in sales or more. This info is all on wikipedia. In that year, Shire was number 43 among these companies. These companies all have many pharmaceutical products with non-orphan therapeutic indications (not one product with two orphan indications). How the "INSM Billionaires In Their Own Minds Club" makes these PIOOYA marketing projections is galactically ignornat and inately dumb.

    I came back to a strong buy recommendation because of NTM, the apparent therapeutic effect of the liposome alone (it is always best to mimic a substance the body is already producing) and other long term uses of the liposome carrier. I believe this is key to INSM's future. As WL said he is looking for other opportunities to "outlicense" Iplex, but his emphasis is developing scientific collaborations and partnerships to maximize the potential for medical use for the liposome. He understands the medical potential of that synthetic biological molecule to pulmonary function.

    BTW, my first consulting job with a company that used liposomes to vaccinate poultry against Newcastle Disease was with Vineland in 1981. The made a lipid encapuslated vaccine that protected the chicks by dissolving after 30 days. The hen/egg antibody protected the peeps for 30 days but that was metabolized by natural protein turnover. So the lipid dissolved and vaccinated the poult. Reason, peeps are not afraid of humans and can be handled to easily vaccinate them. Poults will run like hell and you can never catch them to vaccinate them. Newcastle Disease is an oncogenic virus disease BTW. If it occurs in a flock, you kill all the poults rather than let a human get exposed. Kind of like protecting against humans getting exposed to bird flu.

    Sentiment: Strong Buy

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