Sat, Apr 19, 2014, 7:42 AM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Insmed Incorporated Message Board

  • terry_insm terry_insm Jul 8, 2013 11:01 AM Flag

    "Rational investing " with INSM going forward.

    taking Accugrowths line....I have been both a long and a short this year (almost = time) and until Insmed makes money ,which is a min of 2 years and also imho delays and dilutions are probable, it is wise to trade. not hold the stock because imho - the possible downsides in the months ahead (till NTM) are far more probable than the upside. Yes, please save this post along with "what if the results are not compelling"- that was completely on the money .........YTD +113% and currently out.
    The chart broke the 50 day but the up trend line remains intact
    Good Luck
    1trade and surfs up!!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • taking Accugrowths line....I have been both a long and a short this year (almost = time) and until Insmed makes money ,which is a min of 2 years and also imho delays and dilutions are probable, it is wise to trade. not hold the stock because imho - the possible downsides in the months ahead (till NTM) are far more probable than the upside. Yes, please save this post along with "what if the results are not compelling"- that was completely on the money .........YTD +113% and currently out.
      The chart broke the 50 day but the up trend line remains intact
      Good Luck

    • I am guessing that INSM spent a large hunk of their cash and has more costs to go before having any more 'good' news. The next conference call will verify one way or the other.

      I do not see an investment in INSM as rational. It is a gamble. Also, I do not trust management. IMHO

      • 2 Replies to accugrowth
      • accugrowth • 17 hours ago Flag
        7users liked this postsusers disliked this posts0Reply
        I am guessing that INSM spent a large hunk of their cash and has more costs to go before having any more 'good' news. The next conference call will verify one way or the other.
        I do not see an investment in INSM as rational. It is a gamble. Also, I do not trust management. IMHO

      • Lazard and others asked repeatedly about the side effects.
        When pressed by analysts on adverse effects , Gupa replied the numbers "observationally different"
        I suspect there are issues here and data released was very scant ,the company has diverted responses to a "forum" sometime in the future

        When asked about the FDA ( see todays comment about Wedbush and the data set) if "there would be any trial modifications in a US trial, Lewis said talking to the FDA on " what's the best path forward. ", and Lewis added the company would use the NTM window to talk to the FDA about CF.......Oh really?

        "Once we have clarity around that, we'll certainly share it with everybody."
        ( sorta like Insmed saying "we will have news! on Nasdaq compliance- and then they Reverse spilt the stock)

        The US CF Phase3 trial ,which imho will be longer costlier than the EU trial and not be to market
        in years. This will put pressure on the stock.......in the EU , Lewis seemed to hedge the original filing date by saying that on the CF front, we're going to file as soon as we're ready. We've put the first half of next year as a guidepost. Now quality always before speed, and I think that is the gating item. We want to make sure that the submission is first class.

        If Insmed pulls a rabbit out of the hat I will applaud, but the company has issues that will affect the stock. When investors have uncertainty they usually step to the sidelines as I have done. so Caveat emptor
        Good Luck

    • avoid

 
INSM
13.41+0.88(+7.02%)Apr 17 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.