When one takes a very close look at Insmed they will find that it is a technology company that takes existing drugs and gets them to the place they are needed. The company will likely never develop a completely new drug, but has made it clear that their liposomal technology is adaptable to nearly all existing medications. Their Investor presentation now shows three areas of focus - Pulmonary disease, Orphan disease, and Infectious disease. So far all studies have been performed on orphan disease. These are some of what one would find if a search was done for different pulmonary diseases:
Acute Respiratory Distress Syndrome (ARDS)
Bronchiolitis Obliterans Organizing Pneumonia (BOOP)
Cryptogenic Organizing Pneumonia (COP)
Hantavirus Pulmonary Syndrome
Pneumoconiosis (Black Lung Disease)
Primary Ciliary Dyskinesia
Primary Pulmonary Hypertension
Pulmonary Arterial Hypertension
Pulmonary Vascular Disease
Respiratory Syncytial Virus
Severe Acute Respiratory Syndrome
Sudden Infant Death Syndrome
no_brainus. Maybe you shuld see doctor about Insmed imaginary drug called dat ipex more bettah yet! call Insmed da company,they right down da street and if you say ipex then dhey say:
Bo. Welcome back. Thank you for sharing your research. I have never felt better about Insmed, and I believe that we have not seen the best of it yet. I believe that we will see the 5 year high in months, but the thing I like the most is ( as you mentioned ) the technology and the direction of the company will make Insmed a leading biotech company as one of the former COB once mentioned ( and the list of different pulmonary diseases that you listed make many people see better, and it is the list of just 1 of 3 areas that INSM focusing on now ) . WL is doing great, I have enjoyed listening to his CCs. GLTAL.
Good post Bo. I agree with your sentiment.
I still maintain hope for iPLEX and one of its components, specifically -- IGFBP-3.
Dr. Youngman Oh's work with [inhaled] IGFBP-3 as an asthma treatment is particularly interesting.
Sentiment: Strong Buy