So why wouldn't some big pharma come in and buy insm now? Arikayce will have revenues in 6 months then in 2 years iplex is free of all patent infringements. Would only make sense to buy insm now rather then later
Partnership with a big pharma or buyout? They've been too quiet for the past few months for something not to happen soon. And who will it be...Merck. Shire. AstraZeneca. One of these Monday mornings we could soon see
Would be nice if they finalized a deal before end of q2 - have 48 hrs to announce which would be tomorrow which market is closed.....and want the shorts squirm over the weekend
As far as the news....was wondering if you where thinking buyout vs partnership. If insm partners with a major pharmaceutical unless they end up buying them at a later date it makes a buy out more difficult. It's been way too long for us not to have some kind of news.
And just curious...why do you say we will hear a buyout or partnership this week?
More importantly when are going to actually get a pr from the company that starts explaining what their plans are. Such as who is the partner and or when is the buyout? Something soon has to give. They can't keep quiet forever
If we do get bought out I'm sure it'll be a number were all happy with. Can't imagine they would sell low after waiting this long with iplex
We're suppose to get a business update correct? We didn't have a call last quarter correct? I would hope we get a clearer picture of why they raised $200 million and what their plans are with it. The longs deserve something more then what we know. I'm sure big pharma has a price tag on an outright bid for the whole company
Wouldn't surprise me if a bid for the company came this weekend. The shorts are toast as soon as some kind of news is announced
And just think what value there is when iplex hits the market again. Big pharma would be thrilled to have insm in its pipeline
Hopefully sooner rather then later. If their sold I'm sure they already know the price tag on insm. But just wonder when it's going to get done
If we don't get anything this week then I would suspect we don't hear anything as far as buyout or partner till after Labor Day. Would be nice to finally hear something substantial
I wonder what's taking so long for a buyout? Rumored back in March. Why wouldn't big pharma scoop up insm now? You gave revenues from Arikayce shortly and iPlex soon enough. I'm sure any big pharma would love to have their hands on insm