Just had time to listen to the JPM presentation. Lewis did a bang up job and the reason for the slight change of results from ph ll to ph lll was explained very well. The important point was that nearing the end of the trial periods Arikace began to overtake Tobi and if the trial period were longer the ph ll results would have been seen. All in all a very exciting time for INSM. I liked the little peek that Lewis gave into the results of the NTM trial without disclosing any forbidden info. I hope everyone picked up on that.
As it stands I believe, like Lewis, that these are the times to be buying or holding what you have. The morons who post here like Terry, et al, know nothing other than to denigrate INSM because they clearly don't comprehend the medical or scientific ramifications here. You all bash Robert but I tell you he knows of what he speaks as far as the science of this product so instead of listening to the idiot brigade you should try to decipher some of the posts he makes.
That said I am more than comfortable owning shares of INSM and will see it through to fruition.
Depends on who you ask. INSM Board expert Fud did the same transposition, and decided to speculate aloud about INSM's prospects with JP Morgan. Bwaaaaaaahahahahahah!
Actually though, see the news headline "Insmed to Present at the 8th Annual JMP Securities Healthcare Conference" in the Yahoo Finance summary page for INSM.