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Insmed Incorporated Message Board

  • lux19insm Jul 30, 2013 11:47 AM Flag

    One has to wonder

    what is next for insm....all the great things for arikace - postive phase3 results...qidp fast track for orphan status....and what now? where is our partner from japan? what happened to our iplex for muscular dystrophy(and where did they get the iplex for this study if inventory was depleted over a year ago?)

    and we sit at $1.11 - when ever we get a pr that moves the share price it's going to explode - but what is that pr event and when?

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    • Lux,, yours seems to be a very fair question - now that phase III cf data has been released, and the company has received qidp for NTM, what do investors have to look forward to?

      In 2011 Insmed shares moved from 5.50 to nearly 14 when complete phase II data was released. The preliminary data had been available for some time. Shareholders were told on the phase III conference call that the company plans on releasing comprehensive data at an upcoming scientific conference. I suspect we may get a better picture of arikace vs. CF and vs. TOBI when complete data is known.

      We may get an announcement that the NTM trial is fully enrolled any day now.

      I continue to believe that some of the recently raised funds will be used to run some type of phase III trial on non cf bronchiectasis patients which at least one of the experts mentioned on the call. A new phase III filing generally generates some excitement. A phase III that has already been proven with similar afflictions could cause some excitement.

      A Japanese partner is a possibility as you mentioned.

      I will continue to be surprised if INSM doesn't occasionally trade some good volume and spike up on takeout rumors. GILD is becoming a monster with a nearly 100 Billion dollar market cap.

      Unfortunately, I am guessing that the really big move won't arrive until arikace is approved and sales begin. One thing I have always been confident of here was that arikace, with it's closely targeted market, will be easy to sell with relatively little sales people necessary. I still have very high 4 and 5 year targets.

      • 1 Reply to bohemianclubman
      • lux19insm Jul 30, 2013 3:16 PM Flag

        If big pharma is looking to buy insm then what is insm worth? instead of issuing more shares at the current price why didn't they just sell iplex if the so called bashers think it's not worth anything. if insm offered iplex for a billion dollars we would have wwf style battle royal on our hands. merck - shire - ipsen - genentech - all have their grip on insm - wonder why that is? if lewis is as good as we think he is he'll have to get something going better then what he is - a stock price movement from 30 cents to a buck doesn't cut it in my mind

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