$1,000 follows their calls into $477
AnnaF@AnnaFlorcia$LQDA L606 has a easier path with PAH open and only 327 in the way for PH-ILD. If needed, Liquidia now knows UTCs playbook in court and should be easier second time around. They only need to invalidate Claim 1. Also it won't be irrational Andrews in 3 years. TPIP is still a DPI
AnnaF@AnnaFlorciaNow that the dust has settled I'm going to tell you what I believe happened with 327 litigation and Andrews: Andrews decided 793 was not PA a long time ago, like in 2025. On sale bar was decided also even though I believe he got that forcefully wrong. He decided not to rule
AnnaF@AnnaFlorciaYou can't trust $INSM and their data. What is the point of TPIP (once a day) Ph3 if you are going to measure benefit at peak and not 24 hours later? This is disturbing.
Denny Crane@MadCowCapitalJust listened to the $INSM call. Are we being serious here? 1) They are capping sotatercept patients in the Ph3. Deliberately. Sullivan: "We're going to limit the number of patients who are on sotatercept, who are allowed to be on sotatercept as background. So, we'll get some
AnnaF@AnnaFlorciaTPIP will be their downfall. Sales will decline in a year once doctors and patients realize TPIP is not a once-day and has worse cough than L606 at a higher dose. Only 21% > 640ug for a reason. Now I get why $LQDA RJ wasn't worried about TPIP. Insmed following UTC's footsteps in
Denny Crane@MadCowCapitalSee, this is the part that gets on my nerves. According to $INSM's own PVRI abstract, after a 640 mcg dose, treprostinil's elimination half-life was 7.1 hours. That's the depot release rate, not clearance. Treprostinil's own half-life is 45 minutes. Run their own number through
AnnaF@AnnaFlorcia$LQDA L606 is going to be the winner with doctors and patients, especially for PH-ILD patients who need more trepostinil to do simple tasks. RJ predicted all this to us months ago. He clearly stated that L606 could be a once-a-day for marketing purposes but it won't help
Denny Crane@MadCowCapitalSomething to note here is that 640mcg is the prodrug, NOT treprostinil. Treprostinil is about 63% of that molecule by mass. So 640mcg TPIP is roughly 406mcg treprostinil. That 63% is Insmed's own number. Gauani et al, Front Drug Deliv 2022, co-authored by Eugene Sullivan, their
