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Insmed Incorporated Message Board

  • jsblvbjb jsblvbjb Mar 18, 2013 10:05 AM Flag

    Shire and Insmed

    Folks, this is a long-term relationship. ROP/Premiplex is simply a foot in the door for unlocking the tremendous future value of Iplex. Do you think Shire is only interested in retinopaty of prematurity concerning Iplex? Not at all. Glad the question was asked on the CC, but of course, Will could say nothing in response to the Shire hire. What we learned today: iplex is moving ahead with development, with a nice upfront payment on the way to Insmed (only for ROP), Arikace is in warp-speed to approval (dog study out of the way).
    Buy it up for the Russell double, and then make the big money when results are announced!

    Sentiment: Strong Buy

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    • It is not an upfront payment. It is a buy-out of the earlier agreement on royalties. This may help with other iPlex R&D. However, to the MANY that said Premacure would bring millions and millions (fud and others) this should be a lesson in reality. But, I doubt that lesson will be heard.

      • 2 Replies to satltsasw
      • I think most here thought that ROP would be a small indication. Some considered the larger indication for Premiplex would be the far more amorphous "conditions of prematurity", of which ROP is only one condition.

      • bohemianclubman bohemianclubman Mar 18, 2013 10:47 AM Flag

        Saltsaws, Shire bought Premacure for an undisclosed amount. If they move forward and pay Insmed 11 Million for all rights regarding ROP, and then spend the large sum necessary to get production started, they also believe that ROP could be worth millions and millions. Lets be fair.....
        Insmed would receive 11 Million right when they are gearing up for arikace production and eventual sales, and the speculation concerning iPLEX will continue to swirl..... If nothing else, the MANY that have claimed iPLEX is dead, buried, and shelved can go sticks their heads in a hole!

11.45+0.12(+1.06%)Jul 29 4:00 PMEDT