"I'm guessing since Roche ins't making increlex anymore since June and is losing $185 million in sales just off of short stature - they would cut a deal that would make all parties involved happy happy happy!! Let's not forget Merck either!!"
- do you believe that Ipsen (Roche hasn't manufactured IGF-1 / Increlex for around ten years) might consider solving its problem regarding the supply of IGF-1 -
[ Paris (France), 30 October 2013 - Ipsen (Euronext: IPN; ADR: IPSEY) today reported its sales for the third quarter and the first nine months of 2013. ]
[ In the third quarter 2013, sales generated in North America reached €13.5 million, down 21.4% year-on-year, mainly impacted by the Increlex® supply interruption that occurred mid-June. ]
[ More specifically, in their US Hopkinton facility, Lonza, our supplier of IGF-1 (Increlex® drug substance), is experiencing manufacturing issues with Increlex®. Lonza works closely with the Food and Drug Administration (FDA) to solve these issues. Ipsen is diligently addressing management of the shortage period to reduce its impact on the patients and their families. The supply interruption occurred in mid-June 2013 in the US and is expected in Q3 2013 in Europe and the rest of the world. The Group has no visibility on the resumption of supply before the end of 2013. ]
- by undertaking the manufacture of IGF-1 - plus the manufacture of IGFBP-3 - plus the process which "folds" the two proteins into the molar-ratio protein complex Insmed developed as a therapy for Short-stature?
Btw - I mention the molar ratio as a heads-up that the molar ratio Insmed chose as a Short-stature therapy may not necessarily be the molar ratio Shire would choose as a ROP therapy.