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Insmed Incorporated Message Board

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  • Reply to

    FDA NTM meeting

    by checksurshorts Jul 25, 2015 12:46 PM

    And growing at 12% annually as well. Apparently, given the diagnostic issues and subsequent under identification, we have no idea now just how big this market actually is both in the US and globally.

    Sentiment: Strong Buy

  • Reply to

    FDA NTM meeting

    by checksurshorts Jul 25, 2015 12:46 PM

    With 181,000 possible cases in U.S., it's no wonder this meeting is taking place.

    Sentiment: Strong Buy

  • Reply to

    Way more money with NTM at higher prices

    by jad9000 Aug 28, 2015 8:48 AM

    Thanks! Was going to do something similar but you saved me from doing math so early in the morning (on the West coast).

    Sentiment: Strong Buy

  • Now we know that they will make way more money with NTM priced much higher. And, Arikace cures MAC and other diseases in CF patients. CF would have been a huge drag on sales revenue and profits, Good that they pushed it to the background.

    - Number of CF patients equals roughly 80% of NTM patients.
    - Number of CF patients who also suffer from NTM is roughly 20%.
    - Number of competing drugs for CF is four to five
    - Duration of CF treatment days indicated by Insmed is six months per year - quarter on, quarter off
    So we have 80% of the NTM market, of which we get 20% automatically through NTM use
    We get possibly 1/4 of the remaining due to competition
    The estimated price for CF was around $45,000 but due to the on/off regimen only $22,500 per year.
    On the basis of 100,000 CF patients we get:
    $22,500 x 80% of market (Non-NTM population) x 25% (the rest to competitors) x 100,000 = $450 million
    On the basis of 100,000 NTM patients - including 20,000 CF afflicted we get:
    20,000 x $60,000 = $1.2 billion for CF afflicted
    80,000 x $60,000 = $4.8 billion for the rest
    The incremental revenue generated over CF pricing is $15,000 x 100,000, or $1.5 billion plus the same $450 million we would generate through CF sales.
    So, by not selling at lower prices to CF patients, and not also bearing the cost of sales and marketing, we generate in total incremental revenue of $1.95 billion plus millions in savings.

    Sentiment: Strong Buy

  • Back to the top:
    On EPUB (ahead of print), Jul 27, 2015

    “In 2010, we estimated 86,244 national cases, totaling to $815 million, of which 87% were inpatient- ($709 million) and 13% outpatient-related ($106 million). Annual state estimates varied from 48 to 12,544 cases ($503k-$111 million), with a median of 1,208 cases ($11.5 million). Oceanic coastline and Gulf States comprised 70% of NTM cases, yet 60% of the US population. Medical encounters among individuals ≥65 ($562 million) were two-fold higher than those aged

    Sentiment: Strong Buy

  • Thumb down on scientific research??? I bet 2015 will be adjusted with an additional 18,000 new NTM cases (10% growth per year)

    Sentiment: Strong Buy

  • Reply to

    One thing that everyone knows...

    by biowatchdog Aug 27, 2015 1:15 PM

    From Biowatchdog:
    Terry_insmed{a.k.a. virtually every other id posting on here} is using no information and hoping to get an emotional response. Every day he does exactly the same thing posting unfounded, inane comments and his alter-ego clowns one after another, who know nothing about the approval process, chimes in to echo the unfounded opinion and incomprehensible posts; such as “In fact, the company was pushed back as the clock stopped for questions at day 120.” This example left readers wondering how the heck the company was pushed back.
    Now we have terry_insmed bashing the reference of a very recent abstract from experts on the prevalence of NTM in the U.S. and its costs as irrelevant non-information and pretending to have a handle on everything that these experts do not even know. Even using the “abstract” (in quotes) to connote unscientific research.

    Insmed plans for a limited launch in mid late 2016 in a couple of countries in Europe where NTM is most prevalent and gradually elsewhere taking what they learn to plan the eventual launch in the Unit States. The EMA will follow their process within the timing outlined in their guidelines. If you are dumb enough to fall for terry’s latest distraction then you are in big doo-doo as nobody has been gullible enough to fall for this garbage, let understand it for a decade.
    Yes, PT Barnum nailed it, but Terry never read it… “Unless a man enters upon the vocation intended for him by nature, and best suited to his peculiar genius, he cannot succeed.”

    Sentiment: Strong Buy

  • With 181,037 national annual NTM cases (latest insight) this will be even more

    Sentiment: Strong Buy

  • Bet that Mr. Lewis wil use Projected 2014 estimates resulted in 181,037 national annual NTM cases inthe OASIS presentation within 3 weeks!

    Sentiment: Strong Buy

  • Couldn't agree more!

    Sentiment: Strong Buy

  • It's 4:00 am west coast time and the freak who claims to be Mr. California surfer dude is already posting. Sure. What third world backwater does this nut job live in?

    Sentiment: Strong Buy

  • ...Based on Approval EU & statements of Mr. Will Lewis, latest investor conference & latest scientific insights just released

    Sentiment: Strong Buy

  • I aim for $400

    Sentiment: Strong Buy

  • Great find!
    Yes science matters!

  • Locations
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    Sentiment: Strong Buy

  • 2015 May;26(4):279-84. doi: 10.1016/j.ejim.2015.03.001. Epub 2015 Mar 14

    "Abstract

    INTRODUCTION:

    Multidrug resistant tuberculosis (MDR-TB) presents a great challenge to public health, especially for developing countries. Some nontuberculous mycobacteria (NTM) cause the similar clinical and radiological characteristics with tuberculosis. We aimed to identify the frequency of NTM infections among subjects who were suspected to have MDR-TB due to lack of response to anti-TB treatment.

    METHODS:

    This retrospective study evaluated patients with suspected MDR-TB due to lack of sputum conversion after 2-3 month therapy with first line anti-TB treatment from 2009 through 2014. Cultures for mycobacteria were performed and identification was done to species level by phenotypic and molecular tests. The outcome of the patients with NTM disease and related risk factors for poor outcome were evaluated.

    RESULTS:

    Out of 117 consecutive strains isolated from suspected MDR-TB subjects, 35 (30%) strains were identified as NTM by using conventional and molecular approaches. Of these patients with positive NTM cultures, 32 (27%) patients met ATS/IDSA diagnostic criteria. Out of 32, 29 (90%) individuals with confirmed NTM diseases had underlying disorders including 8 subjects with malignancy, 5 with organ transplantations, and 4 with the human immunodeficiency virus. No known underlying disorder was found in 3 (9%) subjects. Treatment outcomes were available for 27 subjects, 17 (63%) of whom were cured and 10 (37%) had poor outcome including 6 (60%) who failed and 4 (40%) who died during treatment.

    CONCLUSION:

    The high costs to the patient and society should lead health care providers to consider NTM in all patients suspected of having TB."

    Sentiment: Strong Buy

  • Reply to

    One thing that everyone knows...

    by biowatchdog Aug 27, 2015 1:15 PM

    That is what we were talking about last night. Good Job.

  • Reply to

    One thing that everyone knows...

    by biowatchdog Aug 27, 2015 1:15 PM

    biowatchdog, thank you. al

  • kvncmcdd{biowtchdog etc} is using just a bit of information and twisting it to get an emotional response. Last month he did exactly the same thing by using a bit of EMA minutes and misdirecting to a "Sept decision ! " ...and one clown after another who know nothing about the approval process chimed in and praised the news. In fact, the company was pushed back as the clock stopped for questions at day 120.
    Now we have kvnbiowatchetc using an "abstract" and other "pieces of info pretending to have a handle on something that even the company doesn't know.
    Insmed hopes for a limited launch in mid late 2016 in a couple of countries in Europe to assess the market. The European agencies will take their sweet time on coverage. If you are dumb enough to fall for this latest distraction then .......nevvvvverrr mind - the same clowns unqualified and gullible have been falling for this garbage for a decade with the same result and are always surprised ..PTBarnum nailed it

  • Reply to

    Nice close over $25

    by justarook04 Aug 27, 2015 4:05 PM

    Maybe we get back another buck tomorrow and the rest next week. It was a great entry point for anyone who wanted to get in or add and a lot of incentive to sell if you wanted to take profits before the end of the quarter. We probably saw a little of both.

    Sentiment: Strong Buy

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