Takeaways- dilution and completely selling the iplex rights ( buy down)
hopefully Insmed will get 11 Million, and the iplex #$%$ will stop here.Good Luck to Shire in ROP development.The 20 M debt the burn rate doubling...there will be a dilution. The company is developing Arikace and only Arikace.The company will need to see data to see if they can file GAIN - that clever wording shows Will has the stuff for these calls
ps- the trade ? the clowns said at least 10 bucks!...watch
No Bozo, don't lie!!!!! They are going to file for GAIN - they want to see some data before they apply for breakthrough drug status. Didn't you know that they are two different things??? Obviously you did not. You are the king of the clowns!
I don't see where *dilution* will be necessary, especially when assuming Shire exercises the 11.5 M royalty buy-out for Pre-Term infants. Great news on the Dog Study, also. Not sure how I feel about the 11M price yet but it is for only ONE known IPLEX indication out of several. Overall, Insmed is in pretty decent shape, imo.