I dont think winky will quote his formulary, at least he better not if he is in the business as I am. The price is dropping rapidly and the drug I think is just off patent and the once huge price will be if lucky if they get a quarter of that. but there are many drugs in this treatment big pharmas( Bayer Pfizer etc)
Terry has been on vacation and out of the country all week Terry has a good sized long position in INSM. Your anger is because he has been right about this company and timed his entry. Terry has given me at least 4 doubles.also ( 1 a 5x) Now say I'm terry, that always works..
It wasn't a scientist , a researcher or anyone near the FDA. Have one of you talked to anyone but these board idiots? I have. Carry on, I'll look again when there is a news story not a bunch of idiots
Two-Year Extension Study should be finished this summer.I guess the results gleaned will be in the fall Insmed has said they will use data from this study as part of the regulatory submissions to the European and Canadian authorities. Is the clock stopped for that? TIA.
I happen to know Terry is not even in the lower 48.Because they are full of it, you must be too?
get a life. Now say I'm terry_-insm , that always works.
Terry_insm is long and had suggested to many including me aboout investing in Insmed this year. Unfortunately my cash is in other stocks and I have a family to feed. I know you are the idiot spamming the Genomic Health board and that you are this boards lesbian who talks about a mans wife. Now say I am terry, that always works.,your posts are idiot posts. Get a life!
terry is long INSM. With all the positives,are those who spend their entire day posting every counter post is terry, Is their life that mundane?
I put up the original post yesterday that traders are in control of INSM over and over.These guys took advantage. INSM is like the flu.I am day 4,just when you think you are feeling better,you get weak.
Never could figure why you engaged these jerks. My experience with Insmed is it is another biotech that was minimized by the FDA.The company reduced to one drug now years away.See you at the next trade.
That is not the real Terry,but a paid repeater! (really). Unless he fibbed to me,Terry is enjoying the holiday in the California Nevada mountains.
Very good post.@ the shareholders meeting there was a discussion about the biggest problem with the test is not that it is not reliable ,but there is Big Money in chemotherapy and Doctors are resistant to change.
posted from yesterday - you are obsessed with Terry
Actually I had lunch with the real "Terry" and his wife at their home in San Francisco last month.
Every time I read this board I see 2 things ,a billion dollar winner and the next big thing,just like the first time I read.
He is positive on Insmed but first as a trading instrument. Many of the posts attributed to him is actually someone else.
I stopped reading with the realization that for now Arikayce for cystic fibrosis in the US is off the table.
Now say I'm Terry that always works!.from a few who so need to get a life.
Off to work! Yes a real job! and a life and a family! I'm rich!
terry_insm nailed it and now we know why..
Vertex is about to take over the CF market. Last week their Phase 3 hit a home run for over 50% of all CF patients.Add to the competition of big pharma podhaler and Insmed's revenues will be small
This morning I attended the annual shareholders meeting with just a handful of people and two who post on this board, one that is "most likely" the largest retail shareholder of GHDX shares. This is also a family vacation to the beautiful Bay area.
Presentation and questions like last year. You can view many of the films Genomic Health has made on their website.
Just one item that drove it home to me is that It has taken Genomic Health and their trials a decade since the genomic was built to achieve 400k tests, but that number will jump five fold to 2 million by 2020.
GHDX is currently way undervalued for a few reasons.:
With 280M in revenues this year and and no debt, the normal industry multiplier of 4-6, GHDX is less than three.
GHDX also spends an amazing 20% on R&D. They are setup in over 70 countries for sales right now. The company is pretty much owned by just a few.
I don't know when or why or who but this is just a shell for a much bigger operation. The CEO noted that sales are just starting acceptance for prostate which will be Genomic healths largest product. What I also found interesting is that the biggest factor slowing build out is physician and chemo companies resistance. With only 25% of chemo effective and GHDX test being 99% correct on what will work, a lot of chemo and physician money will dry up when Insurance finally is able to say No to this "special interest"
I am very comfortable owning and will hold this stock until greatness comes.
Now I'm going to Disneyland !
Interesting throwback thread.Last time the negotiations with the FDA. took 7 months till resolution.
Insmed has been swallowed into the government logjam.
That is more information about the AIS presentation. It does not have cheerleading or hyper wishes.This board is a joke..