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Insmed Incorporated Message Board

  • justarook04 justarook04 Feb 15, 2014 9:46 AM Flag

    Wedbush/Wade comments on INSM one year ago in Life Sciences

    Did a 180 on us!! So what does he know???

    Eight Biotech Growth Names: Greg Wade (Wedbush)

    TLSR: Go ahead to your next idea.

    GWade: Insmed Inc. (INSM:NASDAQ) has some very important data coming out. Its product Arikace is an inhaled liposomal formulation of the aminoglycoside antibiotic amikacin, and is in phase 3 for Pseudomonas aeruginosa lung infections in patients with cystic fibrosis (CF). It is in phase 2 for patients with nontuberculosis mycobacterial (NTM) lung infections. The liposome formulation penetrates the sputum in these patients, and amikacin is an approved antibiotic known already to be potent against gram-negative infections.

    TLSR: When can we expect some catalyst data?

    GWade: The CF data are expected in the middle of 2013. The phase 2 results would suggest the potential for a superior level of efficacy to tobramycin, another aminoglycoside used in these indications. That would be attractive to patients and clinicians. Then, in the latter part of the year, the data from the NTM study should be available. If we are right, and it shows superiority in the CF setting, then we think a new drug application for Arikace potentially could be filed with the FDA. If the NTM indication subsequently shows positive phase 2 data, that market opportunity could open up.

    Sentiment: Buy

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