Iplex - the drug was dropped in 2009,all rights for the only indication showing promise was sold
. . .by rehdvm2004 "Facts: INSM is out of the recombinant technology business. They sold all their interests "
Arikayce for CF, once a 500 Million dollar opportunity! will have a limited launch and no US exposure ( the largest most profitable market by far.)"TOBI is being replaced by TIP anyway. TIP is Novartis. "
The breakthrough status given to NTM patients is for refractory patients only, a subset for 100k patients worldwide.
Read the PR
The FDA will decide on a reg pathway soon. This is a watershed event because the abvove failed to be successful.
If you are long, put protection is wise and if you are short .......- ) Positioned Good Luck