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Insmed Incorporated Message Board

  • terry_insm terry_insm Jul 10, 2013 1:12 PM Flag

    Strategy emerging? - FDA US no longer presented.

    "So were do we go with this data? " ---to Europe 2015 - Will Lewis
    Just one problem with this outcome The US is where the big money is.
    The company's glaring omission of the U.S FDA or possible launch may well be the company's plan going forward
    Insmed declined to do a trial in the US. We can guess but a longer more expensive trial is my opinion, unless the FDA saw more data that spoke to a possible event.
    redvh2003 posted that perhaps it may be better to back burner the US and proceed with Arikace in Europe and concentrate on NTM.
    Why dilute for a small market? why not go EU and NTM ?
    Time will tell

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    • all those thumbs down were verified this morning. Insmed expects a "pathway to regulatory approval" talks with the FDA to be finished by end of 1st quarter 2014.
      market ugly ..........

    • Now that these two calls proved accurate... a month ago
      terry_insm • Jun 17, 2013 " a possible Dilution and possible less than compelling data "..............and the share price is exactly as it was a month ago... I suggest all to listen to the call with JPM.With the not so compelling results and dilution done, the catalyst is clear- the US decision.
      Good Luck

    • Zake1 The 2.6M shares traded yesterday (tape action) ....imo was not what you implied....
      and I dont think I am on the wrong side of the trade. (time frame). My post yesterday alluded to.... like the last dilution , this dilution was done to add needed liquidity.
      Over allotments are always filled............they are in effect, PRs for the offering.
      Good Luck
      my ignore is on hi...

    • The price was NOT set @10.81 ,but the investment knowledge to say the least is sparse here...even though my ignore is always on hi ...new IDs abound... This is a 30 day event and news hasn't even arrived...

    • The dilution is one thing but the shoe will drop to ( think what the price was when Arikace came into the picture and diluted your but ).........when Insmed announces a FDA Phase 3 trial in the US and the revenues ( the major part of the analysts revenue are delayed another 2-3 years... and THEN the analysts will "revise".

    • kvncmcdd!!!!!!!! This is what came out of the JPM Presentation ...listen up!!
      ************** So were do we go with this data? , to Europe "= Insmed President Will Lewis ************

      The company's glaring omission of the U.S FDA or possible launch may well be the company's plan going forward. New trial ,a dilution? or submission? Lewis didn't put the filing in the equation!
      "I'm so amused.....I'm laughing all the way to the bank! kevie YTD+113%

      • 2 Replies to terry_insm
      • kvncmcdd!!!!!!!! This is what came out of the JPM Presentation ...listen up!!
        ************** So where do we go with this data? , to Europe "= Insmed President Will Lewis ************
        The company's glaring omission of the U.S FDA or possible launch may well be the company's plan going forward. New trial ,a dilution? or submission? Lewis didn't put the filing in the equation!
        "I'm so amused.....I'm laughing all the way to the bank! kevie YTD+113%

      • and IF Insmed does not file or trial in the U.S, will analysts reflect the revenue reduction over the next 3 years?
        Wedbush analyst says Europe and Canada should yield 25-30 in 2018.
        So why did Insmed omit U.S plans? data not compelling? ( superiority)..was this the Bar the FDA set for allowing to file? Please call in the next presentation Ok ?

    • "This investment we have is EXTREMELY valuable".......ALWAYS be a SKEPTIC in Bios.
      The point is taken and is common knowledge regarding big pharma and smaller bios with promise.
      What we do not know if Arikace will be that big hit most hope for. Self serving CEO comments should be taken as such. We dont know how many years both CF and NTM will take for approval in the United States., NTM results will not be known till next year. I dont blindly believe dreams of greatness- biotech historical odds heavily favor disappointment.Until we know more on the above Insmed remains ,as it has been for me for 10 years- a trading stock.Sunday aft charts - YTD + 113% and currently short ..Good Luck

    • At least 18 different ID's.. why else you got so much 'dumb's up..

      Sentiment: Strong Buy

    • I havnt seen the presentation but this is so cruel. Business or government stopping the chance for Arikace to be an option for CF sufferers.
      15 yeahs? ?? and a new bunch of ignores.
      short? MESA?

    • Terry! Why did they cancel the US?...... Were the results THAT BAD! ?

    • View More Messages
 
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