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Insmed Incorporated Message Board

  • justarook04 justarook04 Aug 11, 2014 7:51 AM Flag

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    Blasé, it was me and it was all the questions posted were what the Analysts (Piper Jaffray, UBS, Leerink and JMP) asked last Monday. My point was (now that all those posts were deleted) IF what was announced was so drastic or unexpected or so negative WHY did these Analysts not changed their "performance" rating (Hold or Sell versus BUY) or their PTS in the next 6-9 months?? What do they know or see or expect that the Nefarious jerks here fail to see or accept? Also, I did not have Lewis's answers from the transcript so Reuters wants $100 to buy the whole package.

    Sentiment: Buy

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    • Rookster, analysts usually don't change their price targets in the blink of an eye, especially this time of year. Half of them could have been participating in the CC from their timeshares in Tahiti or Aruba. Once they get back to the office, discuss things with their staffs, enter some new numbers/ timelines into their models, they'll likely change target prices. The other, far more sinister explanation is that their firms want to be part of the underwriting group for the secondary and don't want to rock the boat with management.

    • Exactly my point last week Rook. The analyst asked very good questions and got even better answers from WL and others. I fully expect INSM to be back to 17+ range and once they announce EU plans they will be even higher. More patience required.

      OT: Mannkind this morning signed a licensing deal with Sanofi (up big in pre-market). In my opinion more similar deals coming for companies like INSM and others that have a good product in the pipe. One other one that I have in my portfolio is AVNR as they also have a solid product/sales team and their share price is only 5.40 today.

      Sentiment: Strong Buy

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