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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: tom r. phillips who wrote (12136)	6/22/2004 10:10:38 AM
From: rkrw	Read Replies (1) \| Respond to of 52153

INSM is being weighed down by cash needs. I'm sure I'm not nearly as versed in insm as you so bear in mind. Not sure why you think the bax facility is a competitive advantage vs trca as opposed to a nice asset for insm. How long will it take the facility to be approved to mfg somatakine for commercialization? Supposedly this was a lengthy effort for trca. insm could be complicated by having a dual mab, which would be a first as far as I know. I think the mfg side is part of the concern with insm. $58M valuation, would be very sweet if it works out.