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Insmed Incorporated Message Board

  • fudfighter3 fudfighter3 Dec 28, 2013 3:00 PM Flag

    A mutually-acceptable buyout valuation?

    A couple of questions for the forum -

    How much would a potential acquirer be likely to add to the offer price for -

    1. future sales of Arikace as a therapy for multi-drug-resistant Tuberculosis?

    There were an estimated 630,000 cases of MDR-TB Worldwide in 2011. An injected aminoglycoside (daily for three months) is currently equal-first in order of preference for the recommended five-drug therapeutic regimen.

    2. future sales of liposomal-delivery versions of other approved antibiotics currently administered by injection or tablet to treat pulmonary disease?

    US sales of azithromycin alone are currently worth an annual $700 million - mostly for the treatment of pulmonary infection.

    It may not take long at all to obtain regulatory approval for Arikace follow-ons - if the active ingredient is already approved, and the liposomal delivery has already been approved as both safer and more effective than delivery via the bloodstream.

    The simultaneous launch of five or ten out-licensing programs could make a substantial difference to our valuation.

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