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Insmed Incorporated Message Board

  • juliaadams54 juliaadams54 Jul 2, 2013 1:11 PM Flag

    Other First Call July Analyst INSM notes cut/pasted here (Lazard, Leerink, Wedbush) retierate or upgrade buys here - $24 Lazard tar

    (Abbreviated to fit...)
    Insmed-Lazard Note below- Reiterate BUY and $24 PT.

    INSM: Reports Phase III results in CF and receives QIDP
    designation in NTM; reiterate BUY rating
    Highlights: This morning, INSM announced Phase III results
    for the CF study of Arikace vs TOBI. As evident in the online
    slides accompanying the webcast, Arikace met criteria for noninferiority
    versus TOBI on FEV1. INSM also announced grant of QIDP designation
    for Arikace in NTM, the setting we see as the major value driver.
    ■ Arikace reached non-inferiority versus TOBI in the ex-U.S. Phase III CF
    study.

    Leerink Note below-Reiterate Buy INSM and
    $22 target.

    INSMED INCORPORATED
    Arikace shows non-inferiority to Tobi; buyers ahead of NTM data at
    YE/1Q14
    • Bottom line: This morning INSM reported that Arikace attained
    statistical non-inferiority to Tobi on FEV1 (forced expiratory volume) in
    the CLEAR-108 Phase III study. INSM shares are trading lower since
    the news was released, we remain bullish on Arikace's commercial potential in cystic fibrosis
    (CF) given its unique once-a-day dosing profile that we expect will be
    attractive to both patients and physicians. We, like the physicians on the
    conference call, would focus more on the absolute improvement in FEV1
    improvements vs. baseline at the end of the study and believe that in the
    real world most patients do not comply with twice daily Tobi, so once/day
    Arikace remains a highly attractive option in CF. Reit OP
    $22 target.

    Wedbush Note below, Reiterate Buy INSM & $18 target

    Insmed, Inc. (INSM)
    Reiterate $18 price target & OUTPERFORM
    • INSM reported once per day ARIKACE achieved non-inferiority vs. twice daily
    TOBI.
    We believe that INSM shares are poised to appreciate as the company develops and
    subsequently commercializes its sole product Arikace (inhaled liposomal amikacin) in two
    attractive orphan disease markets: cystic fibrosis (CF) and non-tuberculous mycobacteria (NTM).
    We believe that Arikace presents an attractive clinical profile

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • ===============================
      terry_insm • Jul 3, 2013 9:43 AM Ok michael- give it your best shot..Do you think the FDA will mandate a longer trial in the US? As far as the analysts,I have no doubt they were/are a willing party..
      ==========================================================
      doughcm • May 22, 2013 5:42 AM
      " Amazing how Bande and the numbnut Terry know so much more than these analysts."
      I guarantee the analysts are in on it. ****Lazard**** - a former Iplex pumper that shorted the hell out of INSM 4 years ago is a interesting omen" terry_insm • May 15, 2013 4:14 PM

    • INSM insider buying & Presenting in NYC at major buyside fund conference and meeting with the major healthcare buyside funds in NYC this week, expect major buying and short covering, see today's July 8press release with some of it below,
      Will Lewis, President and Chief Executive Officer of Insmed, will be presenting a corporate overview at the 8th Annual JMP Securities Healthcare Conference on Wednesday, July 10th at 11:00 a.m. Eastern time at The St. Regis New York.

    • Thanks Julia

      Sentiment: Strong Buy

    • korthh@sbcglobal.net korthh Jul 6, 2013 5:03 PM Flag

      At least somebody is telling the truth around here.

      • 1 Reply to korthh
      • INSM insider buying & Presenting in NYC at major buyside fund conference and meeting with the major healthcare buyside funds in NYC this week, expect major buying and short covering, see today's July 8press release with some of it below,
        Will Lewis, President and Chief Executive Officer of Insmed, will be presenting a corporate overview at the 8th Annual JMP Securities Healthcare Conference on Wednesday, July 10th at 11:00 a.m. Eastern time at The St. Regis New York.

    • Really impressive that an analyst of the stature of UBS should have started to cover a company as small as Insmed.

      Did they reiterate their price target or increase it?

      • 3 Replies to fudfighter4
      • terryjones694@rocketmail.com terryjones694 Jul 15, 2013 8:20 AM Flag

        Canaccord Life Sciences upgrade also-- Biotechnology (viewable from Canaccord or first call, etc...
        Investment recommendation
        Reiterate BUY, raising our pNPV-based target to $18 from $17 on Arikace

        ARIKACE ACTIVE, APPROVABLE IN CF:
        WE VIEW NTM AS MAIN DRIVER AND
        SELL-OFF AS OVERDONE



        potential in CF P. aeruginosa and nontuberculous mycobacteria (NTM) lung
        infections. Arikace is a liposomal formulation of potent, FDA-approved
        antibiotic amikacin. We are encouraged by EU Ph3 CF trial and looking
        forward to US NTM Ph2 trial data (Q1/14).
        Investment highlights
        • Incremental positive for main value driver NTM: top-line Ph2 now likely
        Q1/14. We see Arikace’s activity in Ph3 CF as supportive of good drug
        localization to deep lung. In vitro data also suggests better potency of
        amikacin against NTM vs. tobra.
        • We see Arikace as eminently approvable with good safety. While there
        are optical imbalances in Arikace’s severe adverse events, INSM indicated
        there is no kidney or ototox signal, our main concern. We look forward to
        reviewing more details at medical meetings/in publication later this year.
        • Once-daily delivery, “off-month” Tx may be underappreciated commercial
        opportunities for Arikace in EU. Continuous Tx for CF pseudomonas is
        pretty much SOC in EU, and given there is no evidence of amikacin/tobra
        cross-resistance, Tobi/Arikace alternation Tx may have significant
        commercial potential. Further, experts on INSM’s call today reiterated
        what ATS experts told us: that qd delivery in CF is vastly underrated.
        • QIDP, Fast Track for NTM in US; between that and orphan, we think FDA
        will be more adaptive in Arikace for NTM review. QIDP already confers
        priority review, as well as the ability to have very regular, less structured
        talks with FDA around NTM.

      • terryjones694@rocketmail.com terryjones694 Jul 10, 2013 8:51 AM Flag

        INSM insider buying & Presenting in NYC at major buyside fund conference and meeting with the major healthcare buyside funds in NYC this week, expect major buying and short covering, see today's July 8press release with some of it below,
        Will Lewis, President and Chief Executive Officer of Insmed, will be presenting a corporate overview at the 8th Annual JMP Securities Healthcare Conference on Wednesday, July 10th at 11:00 a.m. Eastern time at The St. Regis New York

      • I agree so many expert analysts 5 or 6 all reiterate buy at these low prices and some raised price targets very bullish

    • terryjones694@rocketmail.com terryjones694 Jul 2, 2013 3:17 PM Flag

      Excellent post from Julia, as I saw the Lazard post price target to $24 after the phase 3 results which is awesome,

      Canaccord Life Sciences upgrade also-- Biotechnology (viewable from Canaccord or first call, etc...
      Investment recommendation
      Reiterate BUY, raising our pNPV-based target to $18 from $17 on Arikace

      ARIKACE ACTIVE, APPROVABLE IN CF:
      WE VIEW NTM AS MAIN DRIVER AND
      SELL-OFF AS OVERDONE



      potential in CF P. aeruginosa and nontuberculous mycobacteria (NTM) lung
      infections. Arikace is a liposomal formulation of potent, FDA-approved
      antibiotic amikacin. We are encouraged by EU Ph3 CF trial and looking
      forward to US NTM Ph2 trial data (Q1/14).
      Investment highlights
      • Incremental positive for main value driver NTM: top-line Ph2 now likely
      Q1/14. We see Arikace’s activity in Ph3 CF as supportive of good drug
      localization to deep lung. In vitro data also suggests better potency of
      amikacin against NTM vs. tobra.
      • We see Arikace as eminently approvable with good safety. While there
      are optical imbalances in Arikace’s severe adverse events, INSM indicated
      there is no kidney or ototox signal, our main concern. We look forward to
      reviewing more details at medical meetings/in publication later this year.
      • Once-daily delivery, “off-month” Tx may be underappreciated commercial
      opportunities for Arikace in EU. Continuous Tx for CF pseudomonas is
      pretty much SOC in EU, and given there is no evidence of amikacin/tobra
      cross-resistance, Tobi/Arikace alternation Tx may have significant
      commercial potential. Further, experts on INSM’s call today reiterated
      what ATS experts told us: that qd delivery in CF is vastly underrated.
      • QIDP, Fast Track for NTM in US; between that and orphan, we think FDA
      will be more adaptive in Arikace for NTM review. QIDP already confers
      priority review, as well as the ability to have very regular, less structured
      talks with FDA around NTM.

      • 1 Reply to terryjones694
      • terryjones694 • Jul 2, 2013 3:17 PM Flag

        Canaccord Life Sciences upgrade also-- Biotechnology (viewable from Canaccord or first call, etc...
        Investment recommendation
        Reiterate BUY, raising our pNPV-based target to $18 from $17 on Arikace

        ARIKACE ACTIVE, APPROVABLE IN CF:
        WE VIEW NTM AS MAIN DRIVER AND
        SELL-OFF AS OVERDONE

        potential in CF P. aeruginosa and nontuberculous mycobacteria (NTM) lung
        infections. Arikace is a liposomal formulation of potent, FDA-approved
        antibiotic amikacin. We are encouraged by EU Ph3 CF trial and looking
        forward to US NTM Ph2 trial data (Q1/14).
        Investment highlights
        • Incremental positive for main value driver NTM: top-line Ph2 now likely
        Q1/14. We see Arikace’s activity in Ph3 CF as supportive of good drug
        localization to deep lung. In vitro data also suggests better potency of
        amikacin against NTM vs. tobra.
        • We see Arikace as eminently approvable with good safety. While there
        are optical imbalances in Arikace’s severe adverse events, INSM indicated
        there is no kidney or ototox signal, our main concern. We look forward to
        reviewing more details at medical meetings/in publication later this year.
        • Once-daily delivery, “off-month” Tx may be underappreciated commercial
        opportunities for Arikace in EU. Continuous Tx for CF pseudomonas is
        pretty much SOC in EU, and given there is no evidence of amikacin/tobra
        cross-resistance, Tobi/Arikace alternation Tx may have significant
        commercial potential. Further, experts on INSM’s call today reiterated
        what ATS experts told us: that qd delivery in CF is vastly underrated.
        • QIDP, Fast Track for NTM in US; between that and orphan, we think FDA
        will be more adaptive in Arikace for NTM review. QIDP already confers
        priority review, as well as the ability to have very regular, less structured
        talks with FDA around NTM

    • Nice summary... UBSas well

      Sentiment: Strong Buy

      • 3 Replies to blank2thisone
      • insider buying & in NYC at major buyside fund conference and meeting with the major healthcare buyside funds in NYC this week, expect major buying and short covering, see July 8 press release with some of it below,
        Will Lewis, President and Chief Executive Officer of Insmed, will be presenting a corporate overview at the 8th Annual JMP Securities Healthcare Conference on Wednesday, July 10th at 11:00 a.m. Eastern time at The St. Regis New York

      • terryjones694@rocketmail.com terryjones694 Jul 5, 2013 10:55 AM Flag

        5 reiterations all buys and an upgrade from Canaccord with price target raised this past week thanks for the UBS as well, I missed tthat one

      • terryjones694@rocketmail.com terryjones694 Jul 3, 2013 9:26 AM Flag

        Yes, UBS reiterated rating as well, as Canaccord upgrade on price to $18 below

        INSM UPGRADE-Canaccord July 1 upgrade after phase 3 on INSM below, all other analysts reiterated or upgraded
        .

        Ritu Baral of Canaccord Life Sciences -- Biotechnology (viewable from Canaccord or first call, etc...
        ARIKACE ACTIVE, APPROVABLE IN CF:
        WE VIEW NTM AS MAIN DRIVER AND
        SELL-OFF AS OVERDONE

        Investment recommendation
        Reiterate BUY, raising our pNPV-based target to $18 from $17 on Arikace

        potential in CF P. aeruginosa and nontuberculous mycobacteria (NTM) lung
        infections. Arikace is a liposomal formulation of potent, FDA-approved
        antibiotic amikacin. We are encouraged by EU Ph3 CF trial and looking
        forward to US NTM Ph2 trial data (Q1/14).
        Investment highlights
        • Incremental positive for main value driver NTM: top-line Ph2 now likely
        Q1/14. We see Arikace’s activity in Ph3 CF as supportive of good drug
        localization to deep lung. In vitro data also suggests better potency of
        amikacin against NTM vs. tobra.
        • We see Arikace as eminently approvable with good safety. While there
        are optical imbalances in Arikace’s severe adverse events, INSM indicated
        there is no kidney or ototox signal, our main concern. We look forward to
        reviewing more details at medical meetings/in publication later this year.
        • Once-daily delivery, “off-month” Tx may be underappreciated commercial
        opportunities for Arikace in EU. Continuous Tx for CF pseudomonas is
        pretty much SOC in EU, and given there is no evidence of amikacin/tobra
        cross-resistance, Tobi/Arikace alternation Tx may have significant
        commercial potential. Further, experts on INSM’s call today reiterated
        what ATS experts told us: that qd delivery in CF is vastly underrated.
        • QIDP, Fast Track for NTM in US; between that and orphan, we think FDA
        will be more adaptive in Arikace for NTM review. QIDP already confers
        priority review, as well as the ability to have very regular, less structured
        talks with FDA around

 
INSM
17.908+0.168(+0.95%)9:58 AMEDT

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