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Insmed Incorporated Message Board

  • bohemianclubman bohemianclubman May 17, 2013 1:55 PM Flag

    yesterdays conference

    I just listened, and Lewis did say a few things that he hasn't exactly said before.

    1. The slide that showed what Insmed is currently focusing on showed CF NTM and Non CF bronchiectasis.

    2. The slide that described what Insmed is had three hexagons - one said Pulmonary, one said Infectious Disease, and one said Orphan 2.0 - which Lewis said we will be hearing much more about.

    3. Lewis actually said this: The NTM trial is called a phase II, but if the data is as good as we believe it will be we believe it will form the basis for registration.

    4.Although he did mention it on the last call, Lewis went a little deeper into the significance of QIDP designation, and said that the company expects to hear about the designation mid year to third quarter.

    Insmed appears to be tipping their hat as a company that hopes to be far more than niche player treating only orphan disease. JMHO.

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