Per new presentation.
"In December 2012, Insmed Incorporated updated the Company’s Investor Presentation. Our Chief Executive Officer and President, Will Lewis will present some or all of the December 2012 Investor Presentation to various conferences and investors in the coming months. A copy of the presentation materials is furnished as Exhibit 99.1 hereto and is incorporated herein by reference."
Sentiment: Strong Buy
Can we safely assume that the new updated presentation will be first presented December 12th at the Oppenheimer conference?
MONMOUTH JUNCTION, N.J., Nov. 12, 2012 /PRNewswire/ -- Insmed Incorporated (Nasdaq CM: INSM), a biopharmaceutical company focused on developing inhaled therapeutics for serious diseases of the lung, today announced that Will Lewis, President and Chief Executive Officer, will be presenting a corporate overview at the Lazard Capital Markets 9th Annual Healthcare Conference and the Oppenheimer 23rd Annual Healthcare Conference.
Mr. Lewis will present at the Lazard Capital Markets 9th Annual Healthcare Conference in New York on Tuesday, November 13, 2012, at 10:30 AM ET, and at the Oppenheimer 23rd Annual Healthcare Conference, also in New York, on Wednesday, December 12, 2012 at 10:00 AM ET.
Regarding the plan to launch a compassionate use program for NTM patients next year -
1. interesting to note that top-line results from even a Phase II NTM study are not due until the end of next year.
2. one wonders if any of the patients who are treated with Arikace under that program will be co-infected with Mycobacterium Tuberculosis.
Quite apart from the fact that anybody whose immune system has deteriorated to a level where NTM pulmonary infection has developed is also likely to develop TB infection if exposed to it, apparently it's not that easy to differentiate between the two. Found on the web -
"MDR-TB vs NTM
Started by Amy Leitman on 09 Oct 2012
I work for an organization that is specifically concerned with pulmonary nontuberculous mycobacterial disease (NTM). We are hearing reports from several countries that they are finding a signifcant amount of their MDR-TB cases are, in fact, pulmonary NTM.
Working with the University of Miami, we have launched a pilot project to gather epidemiolgical data regarding this disease."
I would think the chance is practically zero that the NTM Compassionate Use program planned for next year will be closed to patients who are also carrying TB infection.
Anybody seriously ill with TB is all but guaranteed to be carrying an NTM infection also. I somehow doubt that physicians looking for alternative TB therapies will overlook the obvious opportunity presented by this program.