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Insmed Incorporated Message Board

  • rehdvm2004 rehdvm2004 Nov 30, 2012 6:37 PM Flag

    FaceTheFacts INSM Longs - MB Technical Inexactitude Week

    The week where name-calling, medically illiterate buffons (aka Spumpers) have had an open forum for spouting "technical inexactitudes." Any of these idiots would get thrown-out of INSM marketing strategy or planning meeting, or thrown out as an imposter at a meeting with the FDA, or EMEA.

    First of all the Pipeline menu changed last Sunday while I was trying to get updated information and I got called every name in the book and had two posts erased because I told the truth. I even got a personal e-mail calling me names. Fortunately about 6-7 other posters noted the same changes including the disappearance of the Iplex subcategory in the Pipeline menu. Iplex is not gone, it is religated to "Other" category and is described as "outlicensed", or looking for partners for other "outlicensed" indications. This category is not "gone" it is simply religated to "future royalty" revenues.

    In the same change, all the speculation about Liposome Cisplatin (aka SLIT Cisplatin) and INS-18/rhIGFBP-3 are now religated to "preclinical" entities. The former outlicensed to Elasion (sp?) and the latter looking to be outlicensed. Both of these are to be outlicensed because of the "high cost of developing anticancer drugs."

    So all of the above changes in the INSM Pipeline are true. Just not to Spumpers who live in a bubble.

    But in deference to my instincts, I contacted Premacure to ask about future investment in ROP and that developing clinical indication. Dr. Jan Borg was very nice, but stated:

    "Thank you for your kind and supportive email!

    We appreciate your perception of the safety and effects of IGF-I/IGFBP-3 in preterm infants and that stimulated maturation of different organ systems will not only have quality of life benefits but also a huge economic impact since potentially, it will shorten the time spent in the NICU.

    Premacure has no current plans for going public or for private offerings. Since our company will not have enough resources to launch a product on the global market, we have for some time discussed with potential partners. Hopefully we will soon partner with a sound company with adequate resources to secure future development beyond phase II trials and the forthcoming launch.

    Thank you again for your interest in our exciting project!"

    Then there were some minor name calling skirmishes. Mostly directed at other. Then a couple of course corrections. Iplex is not dead, just outlicensed in the hands of other medical developers. The drug has not changed. Is safe and useful in a broad area of medicine, but just has to be used by educated physicians who understand what the drug DOES and what it DOES NOT do therapeutically. That is the ultimate standard for approving a drug by a regulatory agency.

    Then came "Telavancin." The reason that INSM has dipped is because of an inhalational antibiotic that treats "pneumonia" caused by "Gram positive bacteria." Not Gram negative like Pseudomonas, or lipid encapsulated bacteria like Mycobacteria. But Gram negative bacteria. Simple put, "Telavancin" is an antibiotic that is used to treat MRSA and other organisms that are resistant to Methicillin (hence the M in MRSA, which stands for methacillin resistant Staphylococus aureus). But to Spumpers, one bacteria is the same as another.

    Sorry to be so technical, but it is important to discerning the truth of the issues.

    The SP dipped because speculative accomplishments "chirped" by Spumper were not validated in timely fashion by INSM management. (Please note that since Whitless and LaBella have departed I am not calling it "INSM mismanagment." Thank you Mr. Lewis!

    Sentiment: Hold

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Even the clown car should have seen Wedbushs last 2 calls were not for them but for those in the betting parlor( $15!! right before the Clinical hold etc)

      Anyone that thinks Insmed has "billion dollar potential" and yet is not being following by Wall street may want to ask why not.
      I hold a bio that hopes to do just that - a billion dollars, and the number of analyts following ? .......13

    • rummdumm - regarding: First of all the Pipeline menu changed last Sunday while I was trying to get updated information and I got called every name in the book and had two posts erased because I told the truth.

      You still think that? You think they changed the website Sunday night, and then REALLY changed it on Tuesday?

      Did you treat really large animals, like horses, and did one of them kick you??

      For several months the pipeline menu had Arikace and Other - have you even looked at it lately?

      Since you e-mailed Jan Borg, it shouldn't be that hard for you to e-mail Ritchie and ask him.

    • By rehdvm2004.Nov 30, 2012 6:37 PM.

      The week where name-calling, medically illiterate buffons (aka Spumpers) have had an open forum for spouting "technical inexactitudes." Any of these idiots would get thrown-out of INSM marketing strategy or planning meeting, or thrown out as an imposter at a meeting with the FDA, or EMEA.

      First of all the Pipeline menu changed last Sunday while I was trying to get updated information and I got called every name in the book and had two posts erased because I told the truth. I even got a personal e-mail calling me names. Fortunately about 6-7 other posters noted the same changes including the disappearance of the Iplex subcategory in the Pipeline menu. Iplex is not gone, it is religated to "Other" category and is described as "outlicensed", or looking for partners for other "outlicensed" indications. This category is not "gone" it is simply religated to "future royalty" revenues.

      In the same change, all the speculation about Liposome Cisplatin (aka SLIT Cisplatin) and INS-18/rhIGFBP-3 are now religated to "preclinical" entities. The former outlicensed to Elasion (sp?) and the latter looking to be outlicensed. Both of these are to be outlicensed because of the "high cost of developing anticancer drugs."

      So all of the above changes in the INSM Pipeline are true. Just not to Spumpers who live in a bubble.

      But in deference to my instincts, I contacted Premacure to ask about future investment in ROP and that developing clinical indication. Dr. Jan Borg was very nice, but stated:

      "Thank you for your kind and supportive email!

      We appreciate your perception of the safety and effects of IGF-I/IGFBP-3 in preterm infants and that stimulated maturation of different organ systems will not only have quality of life benefits but also a huge economic impact since potentially, it will shorten the time spent in the NICU.

      Premacure has no current plans for going public or for private offerings. Since our company will not have enough resources to launch a product on the global market, we have for some time discussed with potential partners. Hopefully we will soon partner with a sound company with adequate resources to secure future development beyond phase II trials and the forthcoming launch.

      Thank you again for your interest in our exciting project!"

      Then there were some minor name calling skirmishes. Mostly directed at other. Then a couple of course corrections. Iplex is not dead, just outlicensed in the hands of other medical developers. The drug has not changed. Is safe and useful in a broad area of medicine, but just has to be used by educated physicians who understand what the drug DOES and what it DOES NOT do therapeutically. That is the ultimate standard for approving a drug by a regulatory agency.

      Then came "Telavancin." The reason that INSM has dipped is because of an inhalational antibiotic that treats "pneumonia" caused by "Gram positive bacteria." Not Gram negative like Pseudomonas, or lipid encapsulated bacteria like Mycobacteria. But Gram negative bacteria. Simple put, "Telavancin" is an antibiotic that is used to treat MRSA and other organisms that are resistant to Methicillin (hence the M in MRSA, which stands for methacillin resistant Staphylococus aureus). But to Spumpers, one bacteria is the same as another.

      Sorry to be so technical, but it is important to discerning the truth of the issues.

      The SP dipped because speculative accomplishments "chirped" by Spumper were not validated in timely fashion by INSM management. (Please note that since Whitless and LaBella have departed I am not calling it "INSM mismanagment." Thank you Mr. Lewis!

      Sentiment: Hold

      • 1 Reply to insm_truth_teller
      • By rehdvm2004.Nov 30, 2012 6:37 PM.

        The week where name-calling, medically illiterate buffons (aka Spumpers) have had an open forum for spouting "technical inexactitudes." Any of these idiots would get thrown-out of INSM marketing strategy or planning meeting, or thrown out as an imposter at a meeting with the FDA, or EMEA.

        First of all the Pipeline menu changed last Sunday while I was trying to get updated information and I got called every name in the book and had two posts erased because I told the truth. I even got a personal e-mail calling me names. Fortunately about 6-7 other posters noted the same changes including the disappearance of the Iplex subcategory in the Pipeline menu. Iplex is not gone, it is religated to "Other" category and is described as "outlicensed", or looking for partners for other "outlicensed" indications. This category is not "gone" it is simply religated to "future royalty" revenues.

        In the same change, all the speculation about Liposome Cisplatin (aka SLIT Cisplatin) and INS-18/rhIGFBP-3 are now religated to "preclinical" entities. The former outlicensed to Elasion (sp?) and the latter looking to be outlicensed. Both of these are to be outlicensed because of the "high cost of developing anticancer drugs."

        So all of the above changes in the INSM Pipeline are true. Just not to Spumpers who live in a bubble.

        But in deference to my instincts, I contacted Premacure to ask about future investment in ROP and that developing clinical indication. Dr. Jan Borg was very nice, but stated:

        "Thank you for your kind and supportive email!

        We appreciate your perception of the safety and effects of IGF-I/IGFBP-3 in preterm infants and that stimulated maturation of different organ systems will not only have quality of life benefits but also a huge economic impact since potentially, it will shorten the time spent in the NICU.

        Premacure has no current plans for going public or for private offerings. Since our company will not have enough resources to launch a product on the global market, we have for some time discussed with potential partners. Hopefully we will soon partner with a sound company with adequate resources to secure future development beyond phase II trials and the forthcoming launch.

        Thank you again for your interest in our exciting project!"

        Then there were some minor name calling skirmishes. Mostly directed at other. Then a couple of course corrections. Iplex is not dead, just outlicensed in the hands of other medical developers. The drug has not changed. Is safe and useful in a broad area of medicine, but just has to be used by educated physicians who understand what the drug DOES and what it DOES NOT do therapeutically. That is the ultimate standard for approving a drug by a regulatory agency.

        Then came "Telavancin." The reason that INSM has dipped is because of an inhalational antibiotic that treats "pneumonia" caused by "Gram positive bacteria." Not Gram negative like Pseudomonas, or lipid encapsulated bacteria like Mycobacteria. But Gram negative bacteria. Simple put, "Telavancin" is an antibiotic that is used to treat MRSA and other organisms that are resistant to Methicillin (hence the M in MRSA, which stands for methacillin resistant Staphylococus aureus). But to Spumpers, one bacteria is the same as another.

        Sorry to be so technical, but it is important to discerning the truth of the issues.

        The SP dipped because speculative accomplishments "chirped" by Spumper were not validated in timely fashion by INSM management. (Please note that since Whitless and LaBella have departed I am not calling it "INSM mismanagment." Thank you Mr. Lewis!

        Sentiment: Hold

    • You really need to move on. Your rants are too obvious. You have a bone to pick with Insmed. We all know it. This was a "raid" and well orchestrated. But, one simple PR can get us over $10. Do you know what it could be? Haha.

      Sentiment: Buy

    • Amikacin is effective against some Gram-positive bacteria such as Staphylococcus aureus, which is an important pathogen in pneumonia, and this includes methicillin resistant strains.

      • 1 Reply to b_leaguered
      • Amikacin is active "against some" Gram positive but not specifically indicated for MRSA (Staphlococcus arueus). Telavancin is active against Methicillin Resistant Staphylococcus aureus, or MRSA pneumonia, which is the broadest indication for an inhalational antibiotic. Arikace is only being studied only for CF/Pa and NTM which are orphan indications, not pneumonia. It is clear that the subtle or even general differences in human medicine are not understood or cared about when promoting this stock. However, the FDA and EMEA will care about the differences and those decisions will ultimately determine the SP for Longs and other investors. Nice try to confuse the issues.

        Sentiment: Hold

    • As an investor, the comment that Iplex is dead is true......until there is capital backing.All that science does nothing until that money comes to the plate.Lets hope Premacure and others looking for that backing now for 3 and a half years comes foreward.

      As a trader, the SP started a reverse trendline broken that I posted yesterday at 10am.This is the real reason.It is courtesy of the hedge funds that added liquidity to Insmed and doubled their money going up and will make money going the other way. I must say the fact that Wedbush commented today should verify the nonsense on why the stock is behaving.

      • 2 Replies to terry_insm
      • Re: MB Technical Inexactitude Week - 2 issues iplex and the current move

        By terry_insm.Nov 30, 2012 7:01 PM.As an investor, the comment that Iplex is dead is true......until there is capital backing.All that science does nothing until that money comes to the plate.Lets hope Premacure and others looking for that backing now for 3 and a half years comes foreward.

        As a trader, the SP started a reverse trendline broken that I posted yesterday at 10am.This is the real reason.It is courtesy of the hedge funds that added liquidity to Insmed and doubled their money going up and will make money going the other way. I must say the fact that Wedbush commented today should verify the nonsense on why the stock is behaving.

      • Traders often know when a certain decision/statement will be made and use that as an excuse to trade the way they want it to go.
        Any real issue would not have produced the dump and covering evident today.

 
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