Funny thing about the JPM conference, and I am not in anyway whatsoever trying to imply anything or starting rumors. I called PR to find out if Insmed was at the conference. Both Anne Marie Fields and Josh Voss are in SanFrancisco meeting with Insmed, but Insmed was either not invited or chose not to participate in this years conference. So the question has to be - If Insmed is not in the conference why is their PR firm meeting with management in the city where the conference is being held rather than on the East coast where Insmed calls home?
Bo - a depressing possibility is that the BOD has already lined up the investors for the next offering, and would be inconvenienced at this point by additional interest from investors to whom they can't supply shares without exceeding a 20% dilution.
first, Insmed did not attend the JP Morgan conference last year (nor any year that I can recall).
second, they do not need to attend this year (it's cost money they don't need to waste)
third, the PR folks are bound to be there; it's THE top healthcare industry conference.
some Insmed folk are bound to be there too - networking, not presenting.