CEO Will Lewis has always used the term "compelling" to describe what is needed ,- not only for CF ( in the U.S. ),but for NTM - to be used in discussions with the FDA.
terry_insm • Jun 15, 2013 12:08 PM " I am expecting spin "
in any case, the biggest factor in the next few weeks is money, not a CF EU trial.- that I am sure of
Zake - Hey Aaron, sorry if you think I am bande- I am not- nor am I the dozens of posters
who get the"your Terry! ... I did attack fudfighter4 and Jesse,by posting that they are liars.Being ignorant is no excuse...regarding the funds and the float. There are no opinions - only facts.
don't you really wish you had bought ACAD like I suggested a few months ago? up almost 500%
Finally- so Ill give you a heads up in case you actually would like to try investing in biotech
INSM - no matter the outcome,the trade will not be a one day event.....if the shorts get trapped,they have trading options, but that subject is clearly above the level of discussion here.
What a fun bd - all ignores on and on a plane ( 4 seater)
jmo =As an INSM investor /trader, yesterday adds clarity. CF results are barely equal to the cheaper powder TIP from pharma powerhouse Novartis. CEO Will Lewis now hopes to talk to the FDA about a pathway in the U.S...They didnt do a trial in the US in first place here? Why? I suspect what was mentioned at the CC,The trial was only 3 months and the FDA probably wants a more through longer study(a guess)
TIP is approved launched and has EU blessing. Arikace may fit into the rotation in years ahead and compliance and convenience are a plus, but do governments and insurance co's care? show me the Money!
The big winner was NTM, and imho will move to the forefront of the co's focus and investment, a failure there and the co is a bust( or pennies on the dollar).The QDIP and fastrack as well as enrollment is now this cos strength
YTD- opps ....only 113% just updated my trading spreadsheet ........
The brokerages that got caught are rushing in to protect their clients. Yesterday was disappointing for CF ....for NTM ,longer term possibly very good . Brokerages do have agendas- for their clients, Expect a relief rally before Insmed trades in a range till year end..unless the Co announces a Phase3 US trial or a dilution.
OK , I see where this came from. As if "Your Terry" ! is the ultimate argument winner (sic)
I would never say a 2 year delay for a mandated FDA U.S trial since discussion design trial filing approval and launch would be closer to 3 years. (
I got the trade right .....my wife called the results Why did the FEV results drop so much in Phase 3?
Arikace and... Part 2 terry_insm • May 11, 2013 9:51 PM " Arikace improvement over TOBI in Phase2 by a good margin (11 to 7%),.as far as regulatory , superiority is what Lewis is calling "compelling" imho and therein is one of the risks, as this compelling data must be achieved to benefit NTM.
imho I expect Arikace to show non-inferiority to TOBI"
Saturday cartoons ,the trade is coming,the trade is coming!
",,,BABA is full of doo doo.. Zake1
bandecamillo is full of dough dough as I am trading this startup. Am I on the wrong side of the trade?Have they been buying or selling or ?
the share price is now up 4.21% to 11.15. Congrats kvncmcdd !.......just like it was 3 trading days ago ,as they churn it... totally unaware of the trade...
fudfighter4 "I wouldn't mind betting that at least six million shares were shorted over the three-day period"
every time she posts,fud4 shows to those of us who know how trading works, that she is so fulofcht. that statement is complete blcht.............An impossibility
and lastly and sadly, the iplexmonster and the preclinical work
YTD+117% and trading
Kinda amazing the same clowns who scoffed insignificant or myself who "attacked" Jesse or fudfighter4 for completely misreading the short position remain uninformed at best.
Whats REALLY amazes me is that after poor investment after poor investment these same few clowns do NOT realize what JUST Happened!.
"PROFESSIONAL ANALYSTS" thats is a joke- "analysts have their trading position INTEREST _ NOT YOURS. Arikace FEV score dropped below TOBI - get it _ #$%$!!!!!!!!!!!!!!!!!!!!!!!!
Oh look!! fudfighter4 has a new imaginary friend "juliaadams54" ..anyway.. WEDBUSH analyst Wade commented today that the "data set" for the FDA is questionable...There is a reason Will Lewis dropped the filing based on "compelling data", because the data wasn't compelling...
ignore on hi as trading will start as earning cycle starts. Insmed in August
The more frequently you post with all your id's the more convinced some of us are that you are nuts. Find a meaningful job because the one you have now will fade as the pps ises.