The future of Insmed is not only Iplex, but it's encoded in such a way that it should be obvious to everyone! I didn't see it until this morning, though. And I'm sure several long-time members will see it right away since I've brought it up, if they haven't already. Arikace has become Insmed's first billion dollar drug, it's no longer a fantasy. Iplex is the next 2 or 3 billion dollar blockbuster, conservatively. And the bashers are going to lose it, just watch...
the future is not iplex.Why dont you get a clue? NTM is the target pop.It really could be HUGE!, but the other drugs, the small CF market , honestly, you are just one correction from losing a lot of money
so if we have a $3 billion annual revenue in the making - what's that worth in a buyout? 5 x sales is getting close to $375/share is it not? I know blueyedcatch doesn't want a buyout but I don't see how insm wouldn't attract a bid before they even get back into manufacturing iPlex themselves - which I believe we already have other manufacturers lined up......like Merck!!
The thing that I like is that once we have an Arikace revenue stream the company will never have to due another secondary to pay for trials,especially for all of IPLEX`s potential applications.I now fully understand how Lewis intends to make INSM a stand alone big Pharma company going forward. Anyone short here is really gonna get slaughtered.