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Insmed Incorporated Message Board

  • checksurshorts checksurshorts Jul 1, 2013 10:34 PM Flag

    "Statistically Equivalent"

    I love my laptop computer. It's light, powerful and really convenient to use. I'm sure I could troll around Craigslist and find a 25 year-old computing machine that would be "statistically equivalent" in terms of computing power. But since it would hardly be light or convenient to use...why on earth would I want to do that?

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    • Over the course of the study, patients treated with Arikace performed NUMERICALLY WORSE on lung function tests compared to TOBI-treated patients, but the difference in efficacy between the two antibiotics was narrow enough to be considered equivalent statistically, Insmed said.

    • Tomorrow INSM will pop. All is well.

      Sentiment: Strong Buy

    • I think you nailed it, checks. This is why we had the Docs on the call today, which was a brilliant move by management. If you can access a product that is not inferior to a clunky standard according to medical experts, and offers convenience, it wins the day. It may take some time for this realization to dawn on the market, but it is quite compelling, despite the slightly weird data and initial reaction.

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