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Insmed Incorporated Message Board

  • necm500 necm500 Apr 25, 2014 1:07 PM Flag

    INSM vs CYTK

    CYTK tanked more than 60% today. Just 3 days ago, 3 analysts, including our very own Piper Jaffray recommended that CYTK should be bough ahead of FDA decision. Curiously, the very same Piper is recommending the same for INSM.

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    • CYTK tanked more than 60% today. Just 3 days ago, 3 analysts, including our very own Piper Jaffray recommended that CYTK should be bough ahead of FDA decision. Curiously, the very same Piper is recommending the same for INSM.

      I think the same happens here.

    • CYTK failed phase 2 for ALS. We had a 25% "cure" rate in our phase 2. It now looks like some that were in the placebo arm are experiencing the same thing while taking the drug. What is your point? Why not compare what each of the analysts had for breakfast the morning they made the calls?

      BTW, iPlex has shown potential for ALS.

      Sentiment: Strong Buy

    • Ok they failed both measures of a PH II for ALS, I don't believe Schimmer is covering CYTK and their PT was $18. The reaction is somewhat overkill but definitely deserved a haircut. I do not consider there is any real resemblance. They also have another drug and are partnering with Amgen on a trial too.

      Sentiment: Buy

      • 1 Reply to justarook04
      • I was just reading some of the glowing recommendations from JMP, Roth and Piper on CYTK issued 1-3 days ago. The breathless excitement was overwhelming. One can easily draw the parallel between this and Dr. Schimmer's unbridled optimism.

        Here are some snippets for your enjoyment:

        4/24
        Cytokinetics risk/reward attractive ahead of data, says JMP Securities
        JMP Securities thinks that the upcoming data for Cytokinetics' tirasemtiv for ALS could be transformative. The firm believes that the stock could more than double on clearly positive results and drop about 50% on negative results. The firm reiterates a $23 price target and Outperform rating on the shares.

        4/23
        Cytokinetics should be owned ahead of data, says Roth Capital
        Roth Capital recommends that investors own Cytokinetics ahead of data expected to be unveiled on April 29. The firm thinks the data could be "a transformational event" for the company, and reiterates a $25 price target and Buy rating on the shares.


        4/21
        Cytokinetics mentioned positively at Piper Jaffray
        Shares are Overweight rated with a $18 price target.

 
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