Lewis had stated their were 2 pharmas inquiring about insm months ago. We get a sec filing instead of a PR about Arikayce. FDA talks seem to be going in the right direction. I thought we would have a partner by now? Or is any a buyout easier without partnering first?
This can take any number of twists and turns including strategic investments, strategic partnerships, marketing partnerships or "go it alone". There are also potential development partnerships where the Insmed liposome technology is paired with other companies drugs for other purposes, like Cipro, etc. These can raise cash through partner buy-ins, deliver almost immediate pipelines after trials, etc. With all the options, the future is bright no matter how they play it. As a result, the future for shareholders is also bright.