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Insmed Incorporated Message Board

blasedp31 73 posts  |  Last Activity: Jul 11, 2016 8:10 PM Member since: Jan 16, 2013
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  • Reply to

    iPLEX

    by bohemianclubman Apr 22, 2016 12:53 PM
    blasedp31 blasedp31 Apr 26, 2016 3:07 PM Flag

    I know of some drug companies that have built small drug making facilities for research purposes, and making small patches of potential drugs for clinical trials and or test runs to determine the time and cost to make small bathches prior to the larger batches being produced. It's possible a facility could be out there that may have been able to make those batches (premiplex)!

  • Reply to

    Will Insmed be on the CHMP agenda next week?

    by visionquest08 Apr 22, 2016 11:13 AM
    blasedp31 blasedp31 Apr 26, 2016 4:42 PM Flag

    Recent 10-k reports that oral presentations to CHMP committee would be in 2nd quarter, and they would expect an EMA decision by middle of Year (June/July)

  • Reply to

    Price drop

    by ltdobanion Apr 26, 2016 3:57 PM
    blasedp31 blasedp31 Apr 26, 2016 4:45 PM Flag

    It's been a good return for the traders the last few days. about 11% drop. This seesaw should go on for about another month or so. You are right, might be time to start buying some more.

  • Reply to

    Jad - Insmed will only discuss approved use

    by arikaycerocks May 1, 2016 2:38 PM
    blasedp31 blasedp31 May 2, 2016 8:54 AM Flag

    Arikaycerocks. If a doctor's job is to find relief, help cure, or assist a patient maintain a healthier lifestyle, there would not be a reason to use whatever drugs that were available, even a drug that was off label. If the cost was reasonable and it didn't harm the patient, and it brought relief to symptoms, it would be common sense to include that drug to help the patient improve. Off label is off label. A drug company probably has a good idea at the time of approval what off label areas might be a consideration for their drug. I see no reason for a drug company to publicly state the off label uses as they await a decision for approval.

  • blasedp31 blasedp31 May 2, 2016 6:38 PM Flag

    If you were a business and were getting ready to sell a product or service in a new market on September 1, I doubt you would fly by the seat of your pants to begin marketing the new product or service on August 31. You would determine the cost of making the product, advertising and marketing, getting a sales force or customer service team together and making sure they were knowledgeable of the product and/or service. In addition, you would have to know how to distribute that product in an efficient manner, or how you were going to efficiently produce that service with knowledgeable employees. You might need a lead in time of 6 to 12 months to properly plan the rollout. (This is all similar to the possible European rollout if Arikayce is approved)

    The same goes for Iplex. whether or not it's Insmed, a partnership with Insmed, a licensing agreement with Insmed, or an outright sale to another drug company, a lead time would be needed to jump thru any regulatory, manufacturing, marketing, and distribution of the product. My guess is that Insmed does not wait til mid 2018 to do something, as there are patents that have a limited life of protection, and Insmed will possibly have something to say about it in 2017. Iplex has already been approved. A court settlement put everything on hold. Some entity will want that drug!! Hopefully, we will see how good a businessman that Will Lewis is. My bet is that Will Lewis has had discussions with entities that have interest, and that a select few know the value of those discussions, and what it could be worth to the company. If he has not had those discussions, I would consider him not a good CEO, but his financial background and previous drug company exposure taught him due diligence. So we will see!!

  • blasedp31 blasedp31 May 2, 2016 7:06 PM Flag

    Historian, Read through the mission statement and the comments from the employees that work there on the career opening page. They talk about thinking outside the box, pushing the limit, collaboration, and cross training as part of the work environment at Insmed. I don't know if that translates into a dual purpose for a couple of different drugs, but I wouldn't be shocked that there are employees that could work on both Arikayce and Iplex if the opportunity develops. Insmed's challenge is to work on rare orphan like diseases where a difference can be made to the lives of the afflicted. With about two years to go on the court settlement, Insmed will sell the opportunity to someone else, or decide if the opportunity is theirs to keep. If they are going to keep it, they will have to do their own due diligence with their new employees to determine if it's an opportunity they want. A lot has changed since 2009 when they agreed to the settlement.

  • blasedp31 blasedp31 May 3, 2016 1:04 PM Flag

    If everybody takes 5 minutes and hit the report abuse button from certain of his posts, it might help slow him down. I wouldn't bet it will stop, but it will make him work harder in his high paying job!!

  • Let Terry work his fingers off today:

    If you were a business and were getting ready to sell a product or service in a new market on September 1, I doubt you would fly by the seat of your pants to begin marketing the new product or service on August 31. You would determine the cost of making the product, advertising and marketing, getting a sales force or customer service team together and making sure they were knowledgeable of the product and/or service. In addition, you would have to know how to distribute that product in an efficient manner, or how you were going to efficiently produce that service with knowledgeable employees. You might need a lead in time of 6 to 12 months to properly plan the rollout. (This is all similar to the possible European rollout if Arikayce is approved)

    The same goes for Iplex. whether or not it's Insmed, a partnership with Insmed, a licensing agreement with Insmed, or an outright sale to another drug company, a lead time would be needed to jump thru any regulatory, manufacturing, marketing, and distribution of the product. My guess is that Insmed does not wait til mid 2018 to do something, as there are patents that have a limited life of protection, and Insmed will possibly have something to say about it in 2017. Iplex has already been approved. A court settlement put everything on hold. Some entity will want that drug!! Hopefully, we will see how good a businessman that Will Lewis is. My bet is that Will Lewis has had discussions with entities that have interest, and that a select few know the value of those discussions, and what it could be worth to the company. If he has not had those discussions, I would consider him not a good CEO, but his financial background and previous drug company exposure taught him due diligence. So we will see!!

  • Blased, you make some good points. Let me ask you a question......and I certainly have no idea about it myself.....but based upon a couple of your comments, is it possible that some of the job opportunities that Insmed has been posting could serve a dual purpose to meet the future needs for Arikayce....AND iPlex??

  • It does remain to be seen how all this plays out......but just to correct the record slightly.....the settlement was March 2007.....which just proves an age old truism.....that time indeed flies faster the older we get........LOL

  • blasedp31 blasedp31 May 3, 2016 2:32 PM Flag

    Historian, you have to give Terry credit, he is persistant in wanting Insmed to fail so that people will continue to suffer. He is a remarkable, but sad human being!

  • Reply to

    New indication for Arikayce

    by b_leaguered May 5, 2016 8:40 AM
    blasedp31 blasedp31 May 5, 2016 8:58 AM Flag

    Maybe this:

    Looks like there is a supplier for Iplex

    SHP607 is an insulin-like growth factor-1 receptor agonist (biologic) with an indication for Retinopathy of Prematurity.

    It is the biggest driver of growth for Shire with expected 2015-20 sales growth of 125M.

    With expected cumulative 2016-2020 sales of $295M, SHP607 represents 0.7% of Shire's total pharma revenue for the same period.

    It will be the 872 biggest drug in the universe in 2020 with sales of $125M

    The drug is also known as Premiplex, and by its generic name, mecasermin rinfabate.

    from the druganalystdotcom

  • Reply to

    Celtrix?...Hmmm...10k-filing

    by chinnois18_5_6 May 8, 2016 7:31 AM
    blasedp31 blasedp31 May 9, 2016 11:11 AM Flag

    Ignorance? You take the cake Terry. No one said that Iplex would be produced the way it was in 2009. They said another producer was possible with Shire since they anticipate the premiplex would be produced. How do you or i know how it will be produced, since there are different patents for the production. Your ignorance is glaring if you can't foresee that if someone is producing Iplex, they might be able to make larger quantities or a different formulation of it if an entity was willing to pay for it. Your desire to be all knowing certainly has its shortcomings. But we are used to it on this board.

  • There is an Investor Presentation on website now. I don't know if its been there a few days or just appeared. Can't tell if there are any new updates from previous Presentation.

  • Reply to

    Web link not working

    by fmjtfb May 12, 2016 10:21 AM
    blasedp31 blasedp31 May 12, 2016 11:18 AM Flag

    I can't get in either.

  • Reply to

    The EMA CHMP opinion is due within 30 days

    by arikaycerocks May 12, 2016 2:05 PM
    blasedp31 blasedp31 May 13, 2016 10:29 AM Flag

    If the response was was received on May 1, then the opinion should be due on May 31. If the response was received on May 10, then the opinion should be due on June 9. All less than 30 days. The CHMP meeting is the week of the 23rd of May. We shall see.

  • looks like there are 3 posters on the website.

  • Reply to

    1st QTR 2016 Tuts Holding report

    by fmjtfb May 17, 2016 10:37 AM
    blasedp31 blasedp31 May 17, 2016 3:21 PM Flag

    Well Jad. Terry said we are going to 18, but he won't post how he derived that number. He also said we are ging ? to 4, 7, 9, or whatever number he picks, but gives no backup formula. I don't think he knows. He's got an agenda!!

  • I wonder if Insmed will be on the agenda this month or in June.

  • blasedp31 blasedp31 May 18, 2016 11:16 AM Flag

    Not sure if all the institutions think the same on the potential. They obviously believe there is potential or they wouldn't be here. Do they want to sell before they know of any US potential, or the expansion globally into the markets designated in a stair step approach. Do any of them know the potential of the other drugs in the portfolio, including Iplex as being partnered with another entity or a license agreement, or an outright sale? Some of the fund managers might have short term goals, and others might have long term goals (3-4 years).

INSM
11.06-0.11(-0.98%)Jul 22 4:00 PMEDT