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Insmed Incorporated Message Board

  • tomyatahey tomyatahey May 15, 2013 11:54 AM Flag

    Seeking Alpha email alert

    Insmed (INSM +20%) soars today on the back of an enthusiastic investor response to its lead drug Arikace. Lazard joins the lovefest, initiating the shares with a Buy and an aggressive $ 21 price target. The firm says it expects positive results for Phase 3 and Phase 2b studies for for the drug, with the potential for treating a host of maladies. Additionally, its once-daily dose regimen is convenient for patients, which will make it even more competitive. Lazard thinks revenue from Arikace could top $600M by 2020.

    Does anyone have a link to the complete Lazard upgrade. Thanks.

    Sentiment: Strong Buy

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    • Seeking Alpha, Crammer and the Fools make me nervous, they have burn me few times.
      I only trust info coming directly from the Company Officers.
      ABOUT SCOTT MATUSOW AUTHOR OF THIS MORNING FLAG, Matusow is strong poker playing online.

      from Matusow
      I have about fifteen years of stock market experience which include trading, investing, and managing my family’s trust as well as my personal account.
      I have had the most success in trading/investing in smaller cap growth companies. I am not 'officially trained' in the markets, which allows me to see things 'outside the box.' I use my ability to read situations and emotion, charts, times and sales, historical data, and macroeconomic and other market forces to predict stock price movements. Using these allowed for me to completely divest my own and my family's money near the top of the market before the 2008 financial crisis. I will also be opening a training site soon for traders who want to learn to think outside the box for maximum profits

      Sentiment: Strong Buy

    • It's worth noting that a projected market cap of $3.6 billion in 2020, multplied by 0.8 seven times takes us to a current share price of about $20.

      Multiplied by 0.8 just two or three times would give us something considerably higher.

    • "Lazard thinks revenue from Arikace could top $600M by 2020."

      Imo Insmed will be seeing sales at that level from the CF patient population alone in 2015.

      Still, it's a start. Using the recently published average biotech price/sales multiple of 6 would give us a share price of over a $100.

      But Lazard apparently hasn't connected the dots to the problem of antimicrobial resistance in the treatment of pneumonia.

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