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Insmed Incorporated Message Board

  • migraine_jane migraine_jane Mar 28, 2013 9:25 AM Flag

    So what's this worth, alone?

    "50,000 cases of NTM lung disease were treated by physicians in the U.S. during 2011. There is no current FDA-approved treatment for NTM lung infection."

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    • If Arikace knocks out NTM in 84 days, big money because it represents a cure for an infectious disease that is only 30-40% curable. If it knocks out NTM in 30 days or less, it will be a panglobal antibiotic inside of two years. It depends upon the price point for one month of Rx. If you look at the other inhaled antibiotics, the price point is about $400 per month with discounts. But if the Pari device and a month's supply of Arikace is that beginning point for cures, I estimate the combined market to be the 50,000 treatment cases and another 50,000 who want to be prepared for treatment (previously treated for NTM , undergoing immune suppressive chemo, other immune suppression conditions, transplant recipients, etc.) particularly if there is relatively normal outdoor activity. That would probably reach 1/3 of the estimated US market. Then there would be Europe, Asia and other developed countries that could pay the freight.

      Sentiment: Strong Buy

    • At least 500 million per annum, according to Insmed's calculations.
      pianoman

      Sentiment: Strong Buy

 
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