Well, Whitten did mention Gilead again. Specifically that the "off" period for arikace was not accompanied by that "down the escalator" response as it is in ALL OTHER approved therapies.
Did I ever mention that Gilead purchased Corrus for somewhere in the neighborhood of 1/2 BILLION dollars while they were in phase III back in '06?
Also, I'm not sure how much smaller Insmed believes the target CF population will be, especially since they are still showing the SAME peak revenue projections.
And NTM, WTF, the phase II that they are now seemingly focusing on appears to be nearly identical to the phase III that is on hold.
I have no idea what the rat data showed, but the FDA seems to be responding as though it's important, but it's really not??
My best guess at this time, since "all options are on the table" is that Insmed will proceed with some type of funding help from a partner. (Gilead?) Really a partnering agreement should not be a really big surprise to anyone since the company had always planned on partnering up in Europe.
Not a single word regarding iPLEX, but of course we were told on the CC that the company still intended on announcing any iPLEX initiatives by the end of the year - that is now 45 days.
Was just reading in the Forest Labs annual report that they paid $100 million to reacquire the rights to market Colobreathe in Europe.
I'll post a more informative comparison in due course. But if the European rights for a CF antibiotic which delivers an improvement in pulmonary capacity of less than 1% are worth $100 million I dread to think what Arikace is worth when we consider that patients were still evidencing a 5% improvement four weeks after the end of the therapy period, AND the Amikacin active ingredient has established efficacy against NTM also.
I agree with you and imo that beside MRK, Gilead, Norvatis and Bayer ... will be included in the "outsiders" mentioned in the last "CC". Thanks for for your research and sharing with the board. GLTY and all longs.
No doubt about that. In my dealings with government agency's, they always want to feel like they're swingin' the biggest "schwong" in the room...sometimes it just takes time for everyone to fully admire their "scwong".