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Insmed Incorporated Message Board

  • blank2thisone blank2thisone May 20, 2013 3:15 PM Flag

    Blockbuster - ((30k + 35k)/2+50k))*$30k=$1.5billion, ....

    ...conservatively.. Only cf and ntm (us)

    Sentiment: Strong Buy

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    • Solid and extensive patent estate expected through 2029
       3 issued patents in the U.S., total of 20 issued/allowed
      patents and 61 pending applications worldwide
       Claims cover methods of use, composition of matter and
      delivery of drug
       Nebulizer device exclusivity for a minimum of 15 years
       Orphan drug status granted for CF and NTM

      Sentiment: Strong Buy

    • We have two near-term commercial opportunities in orphan lung diseases.
      Europe: ARIKACE Phase 3 trial to treat CF patients with Pseudomonas lung infections enrollment completed
      US: ARIKACE Phase 2 trial to treat NTM enrollment well underway. Potential accelerated path to approval
      We have near-term value-driving milestones.
      Phase 3 CF-related Pseudomonas lung infection data expected in mid-2013
      Phase 2b NTM lung infection data expected by year end 2013
      We have a solid and broad IP portfolio.
      More than a decade of investment in research and development
      Potential coverage into 2029

      Sentiment: Strong Buy

      • 1 Reply to blank2thisone
      • Pseudomonas lung infections in cystic fibrosis patients
         CF is a serious and fatal disease with no existing cure and a
        life expectancy of just 37 years1
         CF affects ~30,000 patients in the US2 and ~35,000 patients
        in Europe3
         Urgent need for better, safer, more effective treatments
         Current treatments require dosing 2x-3x per day for up to 40
        minutes of total treatment time; studies show decline in lung function below baseline after off-treatment periods
        Nontuberculous mycobacteria (NTM) lung infections
         Debilitating disease with no FDA approved therapy
         Off-label treatments have significant toxicities and limitations
         ~50,000 cases in US4, growing 8% per year5

        Sentiment: Strong Buy

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