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Insmed Incorporated Message Board

accugrowth 8 posts  |  Last Activity: Jul 6, 2016 1:28 PM Member since: Oct 16, 1998
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  • Reply to

    This is too good...

    by jsblvbjb Jul 6, 2016 10:41 AM
    accugrowth accugrowth Jul 6, 2016 1:28 PM Flag

    I am smarter than Terry. I do not post all day long.

    I followed the ROP story and research. PremiPlex failed. It is science. And disappointing.

  • Reply to

    IPLEX- Blockbuster drug - Bernstein

    by blank2thisone Jun 30, 2016 5:26 PM
    accugrowth accugrowth Jul 6, 2016 10:49 AM Flag

    Of course, Shire says they will submit for Phase III. And, they will. However, the Feds will insist on another Phase II; appropriately so as the secondary target results are not impressive.

    It will take 5 years to evaluate the long term results of the PremiPlex study. Maybe, a new study will start after that. INSM was lucky to get $11 million for PremiPlex. That is when I sold my INSM shares.

    Welcome to biotech investing. It is dangerous to your financial health. IMHO

  • Reply to

    IPLEX- Blockbuster drug - Bernstein

    by blank2thisone Jun 30, 2016 5:26 PM
    accugrowth accugrowth Jul 5, 2016 9:01 AM Flag

    The results are disappointing for ROP and "The secondary endpoint of time to discharge from neonatal intensive care was not met."

    There seems to be another factor (protein?, hormone?. O2?) that is also missing. PremiPlex is not enough on its own.

    Terry has been trying to tell this message board that biotech is not magic. It is one thing to be hopeful, it is another to think that these results indicate anything positive for INSM. Not hopeful for Shire either.

    It will be difficult to justify a Phase III study on the results posted so far. Shire will be lucky to get a Phase II study as the theory supporting the use of PreiPlex is not demonstrated in the results as revealed so far.

  • Reply to

    Visium Asset Management

    by insmhistorian Jun 19, 2016 12:00 AM
    accugrowth accugrowth Jun 21, 2016 12:44 PM Flag

    I tried a rational discussion with Terry years ago. Unsuccessful.

    I do not claim any special knowledge about the Russell; therefore, no guesses from me on what will happen in one day of trading. It is not the correct playing field for a retail investor like myself.

    The fundamentals are dismal at the moment. The next quarterly report is of greater interest to me. That will me in August, maybe?? INSM has delayed presenting quarterly data in the past.

    Can tigers change their spots? Its a logic question for those with a sense of humor.

  • Reply to

    Visium Asset Management

    by insmhistorian Jun 19, 2016 12:00 AM
    accugrowth accugrowth Jun 21, 2016 12:01 PM Flag

    Pianoman, take your logic to the next logical conclusion. If new shorts piled in, then, they expect or will work to take the share price lower.

    I noticed the share volume decreasing the past couple of days. That makes it easier for a short seller to move the stock up and down as they play it both ways.

    There is very little options action. The big institutions that hold INSM seem to be holding their shares at the moment.

  • Reply to

    Visium Asset Management

    by insmhistorian Jun 19, 2016 12:00 AM
    accugrowth accugrowth Jun 21, 2016 10:56 AM Flag

    The Russell reconstitution impact on the INSM share price is a blip compared to the fundamental challenges faced by the company.

    It is interesting to note that ArikayceRocks and Terry (bitter INSM Msg Board rivals) share the same faith in the trading value of the Russell event. I prefer facts - Visium is liquidating its INSM holdings at a steep loss. A few days will bring clarity.

  • Reply to

    Visium Asset Management

    by insmhistorian Jun 19, 2016 12:00 AM
    accugrowth accugrowth Jun 21, 2016 10:19 AM Flag

    Visium is back in the news today. This fund bought a bunch of INSM shares in Q1 2016. They need to liquidate their 1.5 million shares. That should put more downward pressure on INSM share price. An institution charged with fraud in BioTech who also recently invested in INSM is a dark cloud for longs.

    The legal challenges after the EMEA withdrawal are a further risk factor. The silence from management extends doubt.

    INSM does have about $4/share in cash. That should be a point of stability. However, INSM has a history of trading below cash value during the Iplex for ALS days.

    Facts are facts. Historian can back me up.

  • Sorry no results. The article specifies the problems and extra cost of current VEGF therapy versus the Smith/Hellstrom/Lofqvist model of ROP. The PremiCure group also had a recent advocacy article in favor of PremIplex.

    INSM should be proud that they helped to initiate this therapy. The fact that the SHIRE study completed all four sections A, B, C, and D of its Phase II study is an indication that the therapy is beneficial. Otherwise, the later sections would have been canceled. The results for over 120 premature infants exist; just not released yet. My guess is that it will take several months. Thank you INSM. And, thanks to SHIRE.

    "Biological agents that are currently being studied include IGF-1 with IGF-binding protein-3 (rhIGF-1 + rhIGFBP-3) and propranolol."

    "Understanding the two phases of ROP will help to identify appropriate therapeutic strategies and improve visual outcomes in many preterm infants globally. "

    Neonatology. 2016;109(4):369-76. doi: 10.1159/000444901. Epub 2016 Jun 3.

INSM
11.36+0.43(+3.93%)Jul 27 4:00 PMEDT