Confidential Treatment Order filed and accepted by the SEC...
on May 8th. Could it be the relationship with Shire? Why not? It seems the Arikace opportunity is being fully displayed for all the world to see. But what is going on behind the curtain with Iplex is what intrigues me!
Merril Lynch, Bank of America conferences speak to the confidence that INSM is exhuding over the upcoming phase 3 data release. Arikace would not only work from an advatageous drug POV, but also from a mental POV. Less treatment time, less hassle, less side effects, cool delivery device, etc. etc... Arikace wins on both the scientific advantage and the placebo-effect front. Can you imagine the disappointment experienced by CF patients who enrolled in the trial and had to take TOBI? Then think of the excitement the CF patients experience when they "know" they're getting to try the "new" thing in Arikace? Don't discount this angle, because I believe it's going to cause Arikace to demolish TOBI in the comparative analysis.
Really? So you know this confidential information that's between the SEC and whicher partner that Insmed is confidentially working with? Wow! Anyway, should be a great week for Insmed and a big show whenever phase 3 data is released.