we're all going to wake up one morning very soon...
And Insmed stock is going to be through the roof pre-market. I don't know if it's going to happen before the Russell inclusion, thinking after, but it's going to be soon, and it's going to surprise almost everyone with how much wealth gets created instantly!
"But this technology does have broader application, and there are certainly some other areas where we're seeing opportunities. And I would say, at this stage, we're quietly pursuing those. It would be important for people just from a capital use point of view to understand that should we continue to see progress in those areas, it would be our intention to partner those development efforts ..."
"there was no evidence of neoplasia, squamous metaplasia or proliferative changes."
doncha get tired of hearing crazy stuff here?Maybe yous awakes in reality.likes yous did wen 11m take yourprdnjoy.Murky ipsen and iplex all nosense.
no one has ene idear of how much cus no onesee what da drug do in phais3 Will make da Arikace mak us monee Its da arikace stupid!
So you are saying that Insmed drew a line in the sand at April 30th, put up a for sale sign, and basically said it will look at all offers or bids for Iplex IP, or even the whole company, up until then? Then after April 30th no bids will be considered for a while as it is expected that good trial results in May (or June) coupled with Russel index inclusion, etc., will send the PPS on a streak and no one knows how far it will go. So, if you want to bid on Insmed, or Iplex IP, do it now or wait til later in the year and pay possibly much more. If that were true, it would certainly make the next 20 business days interesting and worth waking up in the morning for.
I don't think Insmed is for sale. Large spikes come as a result of clinical data, historically speaking. A great partnership announcement utilizing the technology platform, including Iplex, could certainly be in the works. Think about this: Iplex factory built on the back of positive Iplex clinical data for a large profit, proceeds used to buy Arikace while keeping Iplex IP and licensing for the smallest of indications. Arikace timeframe to commercialization allows Insmed to anticipate 100s of millions in the short-term, while Iplex timeframe for any large indications can be realized over the long-term with a grand commercial partner Shire Pharmaceuticals, who can afford to do the necessary groundwork.
So if insm is putting the for sale sign up - what are reasonable expectations of a price? anybody who has been here since the g.allen days knows iplex potential. so what's a reasonable bid? and would merck or ipsen be in the bidding war? and if the whole company was for sale then what is a reasonable bid for whole enchilada!!