-The breakthrough status given to NTM patients is for refractory patients only, a subset for 100k patients worldwide.
Read the PR-
-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 FDA will decide on a reg pathway soon. This is a watershed event because the abvove failed to be successful.-
*Investing in biotech companies requires one avoid hype and false hoods about a company's position.
The above are facts.If you are long, put protection is wise and if you are short .......- )Positioned Good Luck -
"*Investing in biotech companies requires one avoid hype and false hoods about a company's position."
Investing in biotech companies requires due diligence and persistence in overlooking those who make continuous negative statements about a company's position when said company may in fact offer a break though treatment in a unmet market....
I think pretty much all drugs started in that fashion. If we listened to Terry's reasoning, no one would ever invest in any start-up biotech...ever. We ALL know how silly that would be.
poor bugsey, This is someone who gets "feelings" and cant understand why a price in biotech wont hold! ( duhhh profits- something Insmed will not have for a couple of years. DD req you try and answer one of the 3 points, but you cant....I actually feel sorry for people like you who have no business in bio.You lost in the old Insmed and know little about the new Insmed.The facts speak for themselves - they are basic true facts that are not a negative, they are simply true .