3SOF

Biogenerics update !!!
INSM biogenerics update
i still will see them sign a partner there this year
fairly easy for those skilled in the art and they see the benefits from being a US based production site

presentation yesterday
http://www.xs4all.nl/~surg3on/INSM/INSM.biogenerics.Update.oct.2007/20.jpg

direct presentation link:
http://webcastingplayer.corporate-ir.net/player/PlayerHost.aspx?EventId=1657597&StreamId=984937&...


stored windows audio file and slides
http://www.xs4all.nl/~surg3on/INSM/INSM.biogenerics.Update.oct.2007/

Great slide
http://www.xs4all.nl/~surg3on/INSM/INSM.biogenerics.Update.oct.2007/20.jpg

http://www.3stocksonfire.org/trading/index.php?topic=6858.315

volume spike last friday
white candle

closed just below 200 dma

Quote from: IdFix on October 05, 2007, 03:49:25 PM
Strange but nice ! news around the corner Read_This_?

well, catalysts are known:
http://www.xs4all.nl/~surg3on/INSM/CEUT.presentation.july.12th.2007/20.png

do expect them to bring in a partner for fob

breakout on increased volume and no news yet

Update on ALS reimbursement

450 euros = Italian ALS reimbursement per patient per day :
thats 164.200 euros per year  equals to 234.000$ us dollars

http://www.sangiovannirotondonet.it/index.php?option=com_content&task=view&id=970&Itemid...

Investor presentation from July (with ceut) for rough overview as well

http://www.xs4all.nl/~surg3on/INSM/CEUT.presentation.july.12th.2007/

Somehow you forgot quite some items though.

INSM has an expanded acces program for ALS patients in italy.
Iplex used for ALS, reimbursement near 140.000 euros per patient.
Patient count earlier this summer 30. Few month legal hurdle for patients to get it reimbursed fully.

Also there are opt-in agreements with genentech and trca upon phase III enabling data.
Which means once phase IIb trials are complete they have 90 days to opt-in.
Agreement is 50% of all PAST and 50% of all future cost in return for sharing the profits.

Now iplex has cost quite a bit to  research, 50% of past cost would amount to quite a sum, even more so if you consider current cashburn of ~1,5million dollar per month  and that does not include increases in the ALS program.

They also have the capacity to produce up tp 3-4 biologics in their own fda approved itp facility where they produce the very complex igfbp3 compound as well.

Also recent investment report on INSM
http://www.xs4all.nl/~surg3on/INSM/Biotech.evaluation-Oct.07-INSM.NAS.pdf

If you would be so kind to comment there
Seeing curretn market cap this IS one of he gold nuggets out there with a 2-13 month timeframe for considerable gains. and a 1-4 year timeframe for full appreciation!