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Insmed Incorporated Message Board

  • terry_insm terry_insm Jan 16, 2013 9:08 AM Flag

    The truth about Iplex

    Still waiting for ALS Data from Italy? when everyone knows the program ended years ago?

    Still waiting for Ipsens approval so someone can manufacture the drug?

    Accugrowth and redh2003 have said now !! Its Easy to manufacture Iplex now! that was so 1990!

    Last summer I spoke with the president of a small bio that had a rights deal with Insmed about the possible re-emergence of Iplex..
    ... no matter what she said or what I post,but we DO know a few things.
    Iplex is not being manufactured nor is it a quick process. Iplex will have to be newly manufactured for a real trial to begin.

    I have always maintained that Iplex was dead until we saw money come in for investment and we now have news -in the form of governments research grant (8mUS$). We do know Iplex is in the lab.

    Accugrowth has smartly changed his position from one of News! soon! till wait till 2014 and see what data or deals may happen.I am glad he has finally come around to my position ; - )

    Iplex will not go away in the minds of a few clowns here who spread unsubstantiated hype of a discontinued drug-In the lab ROP is promising
    I hope to hear of real news of Iplex and ROP,after 4 years the drug is getting some money for research,but should have no place for investors of this "new"company Insmed

    Good Luck

    From $7.81 ....
    By terry_insm.Nov 16, 2012 7:31 PM.P
    Right now the smart money is the short interest
    Good Luck

    Sentiment: Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Well, at least you are honest enough to put a "Sell" sentiment to match your "short interest" comment.

      Good luck to you as well.

    • Sell? You own ZERO shares. A fraud, a liar and paid to post here. Let's see how you squirm and whine when the next PR hits. And it will.

      Sentiment: Buy

    • Iplex has an approved NDA with the FDA. That constitutes a masterfile that can be reopend for a clinical use other than "short stature" at any time. The EMEA filing was withdrawn in 2007 because of the Settlement Agreement, but the file was reviewed by CHMP and there were 32 questions to be answered. Not an unrealistic opportunity. The file was not rejected, only more information requested. "Woundedelbow" was deeply troubled by this fact.

      Iplex was given a waiver in favor of clinical development for ROP by Premacure announced by INSM. The announcement also said that Ipsen and Roche were considering similar waivers. Premacure now states on their website that they have exclusive rights to develop and market "rhIGF-1 with or without binding protein" for treatment of ROP. Anyone that thinks that this statement is equivocal is nuts. A consortium of five different groups (clinical, regulatory, recombinant protein manufacture and pharmaceutical) just accepted money from a European government source to develop the use of "rhIGF-1 with or without binding protein" to develop the clinical use of the product. Do you really believe that in the era of "foreward looking/safe harbor" securities regulations that a statement like that could be made without substantive agreements in place? They would be sued for a false representation and the Euro government sources that funded the development of the ROP clinical use would be first in line in the lawsuit. Fact. Regulations (FDA, SEC, other) are voluntary in terms of compliance, but if you falsify data or disregard the regs . . . watch out.

      Premacure is a privately held company that will only allow private investment or accept grants (most have been awarded to Sahlgrenska, Hellstrom and Lund Ley) to further their investigations. This is because (like Transave prior to the merger) it puts Premacure in an optimum position to negotiate a merger. Fact associated with this status is they have included the leading manufacturer of recombinant proteins in Germany that is already making recombinant proteins for diagnostic kits. But the jump from diagnostic reagent grade to pharmaceutical grade raw material is not a mountain, when the batch size you need drops to the volume that you need to treat a 800 to 1200 gram premature infant. Fact, if Merck bought the equipment to make recombinant IGF-1/BP-3, that same equipment is available for sale to the Premacure consortium. The critical factor is possessing the recombinant E. coli bacteria strains that intracellularly produce IGF-1 and BP-3 as part of their genetically engineered metabolism. Fact. What GA said back in March of 2009 when INSM sold Boulder to Merck and kept the rights (and bacterial cultures) to Iplex the same 18 month clock exists for any buyer. Recombinant protein science is everyday science now-a-days. Sometimes you do not even need bacteria. You can assemble amino acids in a chemical mixture. Called proteomics.

      So Iplex/Premiplex is being developed slowly by the Premacure consortium and is not dead. Any recombinant IGF-1 that can be administered safely by IV drip to a human that weighs less than two pounds is unequivocally safe. If they get out of the Premie ICU three or four weeks early versus standard therapy, it is efficacious. So the fact is that better scientists and clinicians than INSM used under the MS regime are succeeding where INSM failed to develop what they owned and had the rights to develop. INSM management failed. Not the drug.

      Sentiment: Buy

    • Arena which was moving nicely was hit with European regulators concerned about their weight loss drug..yet the FDA is looking at it favorably.
      Insmed choose to do only the CF trial in Europe only, saying they wanted to look at the results before deciding to go ahead in 2014 US P3. Insmed didnt make this move when they had the money.
      dog trial results in a few months
      Traders unable to do anything with INSMs volume are doing a wash & rinse.The shorts yesterday were not seen.....

      • 1 Reply to terry_insm
      • much ado about nothing....for now.. LOL 2011 !!!!
        hmmmm hedge fund nuisance lawsuit?

        "The Total Compensation of certain top officials at Insmed Incorporated increased from 2010 to 2011. For instance the Executive VO and CFO’s pay increased from over $389,000 in 2010 to over $1.01 million in 2011 and the Chief Scientific Officer’s compensation rose from over $401,000 in 2010 to over $836,000 in 2011."

    • yesterday,I traded a bio with momentum, Jim Cramer (contrarian) - ) and Volume (+45 cents) and out in

      • 2 Replies to terry_insm
      • 60% chance that Arikace will be approved ( same as RBC before they dropped coverage with the clinical hold)

        NTM
        Wedbush used 6 X sales which is the higher end)

        2017 launch if Phase2 data is used in NTM 2018 if a Phase3 is required

        Top sales of 200M............. if a Phase3 is required

        CF ( trial has been delayed in the US till 2014 at best before this 2012 mid year target

        2017 2018 Top sales should CF Phase3 given a Go 40 to 65M ( so add a min 2 years)

        $11 dollar target.

        Wedbush is the only analyst following ( spammers cant answer why No one else is?)
        and their last 2 calls Buy Buy Buy were head fakes..... but
        theirs is a far more realistic idea of the market size and scope for those holding these shares

        So wedbush believes Insmed has a chance to double in a few years., and of course never mentions IP___

        Remember when the Physician came here in 2011, positive on Insmed with a 5-7 year horizon?

        How correct he was.

      • hmm post cut off anyway Many bios are starting to hyperventilate ansd when that happens a change is in the air/.... Investors intelligence a great contrarian indicator as is this board shows a very positive sentiment number on stocks..Sell in May and go away? we shall see... still short INSM since $7.81 ,the downtrend continues Good Luck

    • the anecdotal observation that a statistically significant number of Italian and EAP patients "maintained their swallowing reflex or had improved swallowing
      --------- is useless

      Iplex as we know it is left to some group picking it up as an FOB in 2018.

      -----------Go Premiplex!

      scenarios for ALS development -- PCUT and PCUT Biopartners

      -------- such nonsense PCUT is 4 yr old fodder f

      The Iplex Boat has saled for INSM to make any significant $$$.

      yeah 4 years ago .. Good Luck to Premiplex

    • You see them daily.

      "news" for Premacure, a speech, another patient enroled ,a positive assessment
      of ROP.

      All fine and good ....but this is old I N S M shareholders who will not let go
      of the iplex dream of years ago.

      Good for Premiplex and finally real news with govt R&D money,research will continue.

      Insmed announced they spent the rights money in 2011.Unless premiplex is approved before 2018...revenues will be very small if at all to affect INSM

      You brought your money to INSM is not the same reason you should be investing in
      another risky bio
      Arikace

      Good Luck

      • 1 Reply to terry_insm
      • You see them daily.

        "news" for Premacure, a speech, another patient enroled ,a positive assessment
        of ROP.

        All fine and good ....but this is old I N S M shareholders who will not let go
        of the iplex dream of years ago.

        Good for Premiplex and finally real news with govt R&D money,research will continue.

        Insmed announced they spent the rights money in 2011.Unless premiplex is approved before 2018...revenues will be very small if at all to affect INSM

        You brought your money to INSM is not the same reason you should be investing in
        another risky bio
        Arikace

        Good Luck

    • trading so simple, even hubby could do it....

      • 1 Reply to terry_insm
      • broke 6.13 and its the next leg down... this is about your hedge fund friends... Guaranteed. they will have made all their money before the results and guess who will be holding the bag?

        by terry_insm.Oct 27, 2012 12:00 PM.
        "The institutional data will tell more of the story but the main story is
        Willie the hedge fund president and the 26 M dollar betting parlor ".

    • Celsion, like Insmed has little Institutional support.

      If you take out Insmeds hedge funds, who pumped up a 40 cent stock up 100% with a 26 M dilution.....very small.

      hubby and the clowns make the same mistakes over and over.
      They lost a ton on Insmeds iplex, yet buy again a new drug(same co name) with high risk (they refuse to admit the 2009 loss)........

      Wall street is giving you plenty of signals...
      at least Celision had 4 analysts...

      Good Luck
      YTD +29% .... half money in the bank half on paper..see the next signal?

      • 3 Replies to terry_insm
      • The volume is the same no interest, no institutions, no analysts,.....just like before your hedge fund friends came in to manipulate this stock.

        by terry_insm.Oct 27, 2012 12:00 PM.
        "The institutional data will tell more of the story but the main story is Willie the hedge fund president and the 26 M dollar betting parlor ".

      • $4.80
        How am I doing? =)

      • 3. Are Bashers often mild or full-blown cases of personality disorder?
        a. If you follow Yahoo message boards, you often find complete jerks who post junk, insult people, and generally ruin the board, and yet they are not bashers. They are jerks. I suppose that since most boards are followed by longs (longs being more common than shorts), a good place to be a jerk (or to pretend to be wealthy and smart) is on a Yahoo Board. Unlike polite company, you are never forced to leave. To my observation, many Bashers display in their syntax, spelling, punctuation that they are not well-educated, and their discussion leaves one to believe they are not financially literate, and often their claims of accomplishments are such as to strain credulity. Whether apparent basher, or apparent jerk, the effect can be the same to reduce the utility of the board. In reality the jerks on the boards could be bashers using a different tactic, and the apparent bashers could simply be jerks.

    • You again invested heavily 2 days before the obvious next leg down 20% ................... and you are mad at me?

      Trenton ..... Whatever
      No one uses their real name

      took the 4.5pts and Ravens.very risky!
      Good Luck

      ps- Terry_insm . Jan 31, 2013 9:01 AM .
      "but technically we are tipping..... (short since 7.81)"

      ....and 3 hours later tip we did

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INSM
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