a marketing alliance here. BMS, SK, Lilly, Pfizer and Roche could all use a new diabetes offerings. And JNJ (even with the ALZA acquisition) needs diabetes therapies given their $1B blood glucose monitoring division's strength with the diabetes patient (ditto Roche). INSM size and products are in the sweetspot for most of these companies, so my bet is an announcement is forthcoming.
I hope Insmed is able to get their drugs to market all on their own, I know they are going to need an alliance for production purposes, but other than that investors are much better off if Insmed goes it alone.
tooncepotato....you could be correct, but to ignore the realities of the market doesn't make sense. BMS (for one) has 1500 reps focusing on diabetes products every day, and their #1 selling product is going generic. One alliance and this stock is a 3 bagger in a week. Hey JMHO. Regardless, someone is taking notice of our stock!