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Re: Well maybe this is why the stock is down..Since we are all speculating, like Jad, I believe there is a reason there is no agreement with AZN yet, and it depends on if Insmed believes it is worth more to Insmed if they go after COPD and Asthma with a combination therapy of Arikayce and/or brensocatib, as Insmed believes that COPD patients that also have NTM in some form, are seriously impacted and might need a different approach. See the info from 1st quarter conference call in May 2021.... Martina Flammer Thank you, Sara and good morning everyone. Let me begin by speaking to our efforts in medical affairs, which is a more robust organization within Insmed than ever before with capabilities across the globe. These activities include educational efforts focused on the treatment of refractory NTM in order to ensure that our stakeholders have a complete understanding of the appropriate treatment of this disease. Further, we continue to assess the synergy across physicians who treat NTM and those who treat bronchiectasis in order to gain a deeper understanding of the ways in which these two indications overlap. Another key function of medical affairs is generating and presenting data at key conferences across the globe. Importantly, these presentations address the full spectrum of data, from preclinical research to clinical development, to health economics and outcomes research that is relevant to physicians and drives healthcare decisions. In fact, you will see data from all 3 of our programs presented in 9 posters at the American Thoracic Society, or ATS International Conference later this month. One abstract posted on the ATS website that we want to draw your attention to is a study highlighting the increased mortality of patients with COPD who also had NTM. These patients had a 44% higher annual mortality rate with steeper survival curves, meaning more patients who have COPD and NTM died and they died sooner than patients with COPD alone. These results underscore the need to urgently treat NTM patients with these comorbid conditions. ____________________________________________________________________________ I think the above statement might have some bearing on how the negotiations, or lack thereof, are going with AZN. Why should Insmed hurry up and make a deal if they think they can handle it from both an NTM and COPD angle. Which one came first, the NTM or COPD? To the patient, it doesn't matter, they just want treatment that will assist them in their daily lives. |
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Msg # | Subject | Author | Recs | Date Posted |
58296 | Re: Well maybe this is why the stock is down.. | JAD9000 | 0 | 6/22/2021 5:16:51 PM |
58297 | Re: Well maybe this is why the stock is down.. | zake1 | 0 | 6/22/2021 5:23:02 PM |
58301 | Re: Well maybe this is why the stock is down.. | Sommertime | 1 | 6/22/2021 8:07:05 PM |