Recent

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

Insmed Incorporated Message Board

  • terry_insm terry_insm Feb 8, 2014 10:05 AM Flag

    " there have never been results that lived up to expectations here"

    Even the Arikace for CF was not compelling. I think what kolob was opining was Institutions believe a Phase 3 will not be necessary. My original opinion was that the results would "need some additional work"....

    IF Insmed announces "Arikace for NTM results positive( not encouraging ) and the company will start a Phase3 thereby delaying by 3+ years NTM, ...therein is the risk and stock slaughter. News from the FDA is more often leaked than a company just announcing results and then going to the FDA. In Insmeds case they are taking the results to the FDA seeking a "regulatory pathway" (what is necessary to file- if anything).

    I agree results have always disappointed with Insmed, NTM is the watershed event for success or failure. If you have profits,you can always trade back in. Novices opine "You will miss the move"! - yup and that move may be a horrific one down. Lets hope NTM is Insmeds truly first real success Good Luck

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • by terry_insm Feb 8, 2014 "My original opinion was that the results would "need some additional work"
      IMHO- Lewis has refined his act nicely (carefully worded ) today- 2017 is looking more realistic than mid year 2015 .

    • Nice call on INO ~~~) thought you would be here ) The volume says the rumor is true almost 700k in half an hour
      Tomorrow should be interesting

    • by terry_insm • Feb 8, 2014 10:05 AM
      IF Insmed announces "Arikace for NTM results positive( not encouraging ) and the company will start a Phase3 thereby delaying by 3+ years NTM, ...therein is the risk and stock slaughter. News from the FDA is more often leaked than a company just announcing results and then going to the FDA. In Insmeds case they are taking the results to the FDA seeking a "regulatory pathway" (what is necessary to file- if anything).

      Wedbush may have a contact within the FDA The analyst believes expectations for Insmed's Ph II Nontuberculous Mycobacteria lung infection study are too high and the design suggests there will not be sufficient data for FDA approval and that a subsequent Ph III study will be needed. The firm's new launch date is mid-2018 vs previous expectations of early 2016 and the price target on shares has been reduced to $7 from $18."

    • "Compelling" is your favorite go-to adjective. Unfortunately for you and your agenda, what is required for approval is not "compelling", but equivalence. Arikace once a day is statistically equivalent to twice a day TOBI. Get over it. It's only a matter of time until patients and prescribers will recognize the convenience and lack of serious side effects of Arikace compared to the tobi podhaler.

    • Terry, are you insinuating that the downtrend these past few days with somewhat minimal shares traded is an indication of ownership bailing? That the 7-8 analysts covering INSM for $22 and over are shorting the stock? Why the recent upgrades AFTER the July results? You are correct that there is no guarantee but it sure looks to many of us that this time smells different than the past.Never has INSM been owned by so many INST (122 recently) and the percent owned so high (81%+). What you are indicating is that all of the "signs" are a misdirect and that INSM has 3-5 years to go if at all. GLTA

      Sentiment: Buy

    • Let's hope Yahoo throws you and all your fudsters off the board soon. Now that would be compelling. Sorry, but $30 is around the corner. Companies do not add critical staff and funds do not keep buying because they expect anything but good data. Deal with it. Go surfing in that imaginary ocean.

      Sentiment: Buy

 
INSM
10.93-0.14(-1.26%)Jul 26 4:00 PMEDT