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Insmed Incorporated Message Board

  • terry_insm terry_insm Aug 14, 2013 5:38 PM Flag

    Todays presentations - from "compelling" to encouraging"

    There is no filing of a US CF indication as I've been posting since July10. The first quarter 2014 has also been verified as the new date of release NTM data......CF arikace imo did not make the "compelling mark and the companys guidlines are verifiing that staus.. Now Will and the company have a marker for NTM - they are calling it "encouraging results " from discussions with the FDA.They know what the results are going to have to be for the FDA to allow them to bypass a Phase3 trial and file.but Will knows the risks..."additional work may be required(NTM ). ....I like Lewis ,he always gives you the risks ... "challenging" pod competition were discussed for CF in Europe. Good Luck

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    • Not much has changed since this Aug post presentation. We can laugh at the $25 soon! billions but NTM is the watershed event for the transformed Insmed in 4 or 5 months .....CF was not compelling" so I wonder if Insmeds setup is "NTM results are encouraging! onto a Phase 3 trial!. Don't bet the farm. Biotech stocks often make strong runs over a years time and then are years in a trading range until something transforms the company.But NOT INSMED! its got billions coming soon!. _))If I had a nickle for every biotech stock I've look at.... Good Luck

    • by terry_insm • Aug 14, 2013 5:38 PM Flag
      There is no filing of a US CF indication as I've been posting since July10. The first quarter 2014 has also been verified as the new date of release NTM data......CF arikace imo did not make the "compelling mark and the companys guidlines are verifiing that staus.. Now Will and the company have a marker for NTM - they are calling it "encouraging results " from discussions with the FDA.They know what the results are going to have to be for the FDA to allow them to bypass a Phase3 trial and file.but Will knows the risks..."additional work may be required(NTM ). ....I like Lewis ,he always gives you the risks ... "challenging" pod competition were discussed for CF in Europe. Good Luck

    • First of all, nobody but you expected INSM to aggressively pursue a CF indication in the US in the short term. You repeated have stated that you think INSM will need cash for a P-3 US study for CF. Now you're bragging that you knew INSM would not be seeking CF approval for the US in the immediate future. Pauls stated that INSM plans to "move forward with NTM and not with CF now" for this US. Hopefully, this statement puts your oft-repeated P-3 financing requirements to bed.

      Slide 24 in today's presentation mentions estimated approval and launch in first half of 2015 for both CF in Europe and NTM in the US. I guess you did not think this was a noteworthy item, which makes sense since you have been claiming that WL optimistically thinks mid 2015 is an optimistic approval target EU CF approval.

      And at approximately 19:50 in the presentation, Pauls stated "we think that we're in good shape from a capital structure from now going to commercialization". Wasn't this a significant statement?

      IMO, you and FUD are both frauds with financial agendas that you refuse to disclose. You guys never say how many shares you own and you both refuse to deny that you are paid to post numerous times per day to influence stock prices. Come on Terry, why not state that you are a private trader and you are not being compensated to post information with an pre-determined agenda? After all, this is what you want all of to believe, so why not clarify matters?

      Of course, you will refuse to disclose anything and respond with your typical "clown attack".

    • Thank You. Ignore the nescient detractors.Our banks got it right.A question for adults who have listened?Is NTM enrolled?

    • What a shame you still don't get it. Nobody gives a hoot about your ongoing rants. Must not be fun living on message boards all week...all year. Sad and pathetic little fraud. No shares. No job. No nothing.

      Sentiment: Buy

 
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