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Insmed Incorporated Message Board

  • jsblvbjb jsblvbjb May 21, 2008 3:36 PM Flag

    Portx10, why you are wrong

    You claim subdollar dilution.
    This ignores
    1. Rising revenues from Italy with an avalanche of new patients by YE highly likely. Rising demand for Iplex is publicly aknowledged by Italy's Secretary of Health.
    2. FOB opt-in. I know this is your main beef. It's INSM's #1 priority.
    3. INSM has been low on cash before and survived.
    4. INSM directors and insiders want to "make" money on their investment as much as any of us, unlike you who has sold for a major loss, and wants to make it back by bashing INSM to buy-in much lower.

    Do you really think INSM is going to go along with your plan or their own?

    How Allan can bring maximum value to INSM
    1. Advance Iplex for MMD and ALS.
    2. Advance NDGA and IGFbp3, the oncology compounds.
    3. Advance FOB platform to be ready for competition.

    "Success attracts money. Money does not create success." TRCA is grand proof of this. INSM has never, ever in its history had trouble raising money. Why? Because the science is rock solid, the goals are lofty, and the intent is genuine backed by positive trial data.

    Finally, theshading is right in his post today about the trading pattern in INSM. It seems the only real demand has come from serious institutional investors like Fidelity, Vanguard, etc., while you, several other former longs and bashers continually barrage the message board trying to make the price continue its downward spiral. I'll grant you .50, but by then ALLAN and CO. should have a barrage of good news ready to fire off, changing the landscape of this country with biologics, the landscape of MMD and ALS, and even the landscape of cancer treatment. We are truly cutting edge, and the lower the share price, the greater the opportunity to strike it extremely rich in a relatively short period of time.
    pianoman

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    • lies somewhere in between. portx10 only claims subdollar dilution which is a stock management phenomenon which HAS happened. Look up the definition. Many longs, including myself are willing to ride this company into the sunset because of clinical and scientific "potential" of the products. Also a given. The realization of potential, as you have pointed out, lies in the future. So you are both correct in an emperical sense, but the latter ("potential") is the elusive brass ring hanging out there somewhere. The INSM Merry-Go-Round is turning slowly and sometimes seems to spin in reverse these days. And lots of people are is leaning waaaaaay out to get a shot at the ring. You just have to try to stay in the saddle and not topple off on your head. So get out of the saddle if you must, but if you stay . . . don't topple on your head.

      I am a stubborn believer because of 35 years of looking at the science AND judging how a company is directed. The science is very good, but the leadership has had problems. So we all get to wait a bit longer. Right?

    • Get real Insmed is about to dilute your ass

      Go pray

    • "1. Rising revenues from Italy with an avalanche of new patients by YE highly likely. Rising demand for Iplex is publicly aknowledged by Italy's Secretary of Health."

      Probably too little, too late, at the current rate.

      "2. FOB opt-in. I know this is your main beef. It's INSM's #1 priority. "

      FOB partnership is a form of dilution. The only question is how much and at what price.

      "3. INSM has been low on cash before and survived. "

      Yes, they diluted after two going concern letters.

      "4. INSM directors and insiders want to "make" money on their investment as much as any of us, unlike you who has sold for a major loss, and wants to make it back by bashing INSM to buy-in much lower. "

      And they seem to be idiots who believed their own nonsense about FOB partnership in 2007.

      "How Allan can bring maximum value to INSM
      1. Advance Iplex for MMD and ALS.
      2. Advance NDGA and IGFbp3, the oncology compounds.
      3. Advance FOB platform to be ready for competition."

      If Insmed attempts to address the current bleak situation with an uncharacteristic series of PRs that are not accompanied by cash in the present tense, it may have the affect of temporarily raising the pps. That can only delay partnership/dilution, as smart investors will not overpay for partnership or a PIPE. They will await lower prices and more dire need.

 
INSM
17.25+0.16(+0.94%)Aug 1 4:00 PMEDT

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