INSM share price will continue to drift until the meeting day/days, which is rapidly approaching (we're past mid-year)...and that will be a day of clarity like no other for the timeline of Arikayce. Pretty sure we all have a good sense of what direction we ultimately head in...much higher in my opinion. Wouldn't it be nice to know exactly when the meeting is scheduled?
******* Arikayce for CF from a "500 M opportunity " to not much
A year has passed since announcing the results which although showing durability, not much else. Insmed has not filed anything with anyone.The EU approval process is aprx 13 months when they finally do file. Insmed is not entering the US market. With strong competition in the CF market, Insmed seems to be in no rush to roll out a sales force for CF. I do not see more than 100 M tops for this indication. .and neither do following analysts. After the roll out hype ,Arikayce for CF is truly an "orphan "product.The focus is on NTM which received a limited breakthrough status. Good Luck