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Insmed Incorporated Message Board

dy2ski 18 posts  |  Last Activity: Jun 24, 2016 10:18 AM Member since: Dec 15, 2010
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  • dy2ski dy2ski Jun 24, 2016 10:18 AM Flag

    Is this from Insmed's Letter to the EMA?
    Also, very puzzling where all of our recent *Industry Veteran* BOD members and Lewis were during this process. Lack of competence on Management's part or fooled by the EMA dangling a carrot? So much for skipping QT CC's and having the CFO jawboning the Conferences while Lewis was away doing....what?!

  • dy2ski dy2ski Jun 20, 2016 1:45 PM Flag

    Excellent post. I would add, are we now planning to skip EMA all together and just go back to an FDA filing (assuming IF the data is positive!)?!?

  • Reply to

    What's to buy?

    by zake1 Jun 14, 2016 4:02 PM
    dy2ski dy2ski Jun 14, 2016 8:16 PM Flag

    Excellent post...this board seemingly is either Uber Pumpers or Crazy Shorts. Relief to actually hear some pragmatism. Maybe, Mr. Lewis figured we had plenty of money and applying with the EMA would buy some time after the Gupta Trial debacle, knowing that it would be years (at that time) for the CONVERT results and the EMA tends to be MUCH more lenient approving drugs than the FDA. Who knows? Yet another failure, either way.
    As we now head to all-time lows, it all comes down to absolutely needing success of a PHIII trial. Fugly. Can only imagine what our monthly burn rate is now with all of the sleek new offices and lots of new employees with little to do for a while but it would certainly be nice to know how many patients will be in the Compassionate Use Programs...need some positive light...especially with our leader and company, inexplicably being silent for so long. I guess he is above having impromptu C/C's to answer the unknowns and calm the markets.
    One bright spot, as we are getting creamed and heading South in a BIO bear market, I am actually glad he raised money when he did so at least we're not getting diluted at these pathetic levels.

  • Reply to

    While we wait for the EMA

    by bohemianclubman Jun 2, 2016 10:19 AM
    dy2ski dy2ski Jun 2, 2016 10:59 AM Flag

    Very good post for any that heavily follow the sector. The IPLEX data, especially from the Italy Extension is MUCH more compelling than what SRPT has been presenting...and I believe SRPT is using an extremely small sample size too boot. Having said that, Mr. Lewis and his Team need to validate all of the money and immense time spent and deliver something from the Transave IP! Management has basically been saying the past year that full-enrollment in the CONVERT Trial is their top objective but perhaps, they actually feel an EMA Approval for Arykace is a slam-dunk and are sand-bagging just in case...especially after the very expensive Gupta situation during (and after) the FDA PIIB trial.
    As far IPLEX, you HAVE to assume Shire would love the rest of the IPLEX IP and would also love an EMA approved indication for NTM and Arykace. For suffering longs, these current PPS levels really need to improve because if we go it alone, you KNOW they're gonna have to raise again and if the BUYOUT option is in play then you would prefer to see a much higher PPS to justify the metrics and multiples of a potential offer, IMO.

  • dy2ski dy2ski Jun 1, 2016 5:56 AM Flag

    Nice compilation work, as always, JTFM.
    Besides the recent Conference Presentations, I think some of the current strength with the stock might be coming from the M & A in the sector (and related positioning) which could be a terrific set-up if your correct about guidance, etc. Great Balance Sheet, significant Growth and still slightly under the radar.

  • Reply to

    CF Pa?

    by biowatchdog May 10, 2016 3:08 PM
    dy2ski dy2ski May 10, 2016 3:51 PM Flag

    IF (still a big if or at least a regular *if*..) EMA gives Marketing authorization approval, it's sort of a no-brainer that Arikayce will be prescribed off-label, especially with all of this type of data...right?

  • Reply to

    CF Pa?

    by biowatchdog May 10, 2016 3:08 PM
    dy2ski dy2ski May 10, 2016 3:47 PM Flag

    Will this be completed/decided before the LOI Orals and thus, included, I wonder?

  • dy2ski dy2ski May 3, 2016 3:08 PM Flag

    Good to see this pr. These posters will provide some very interesting reading when they're public for sure.
    nice reading this below again in the most recent 10k too...

    *the protocol for the convert study incorporates feedback from the fda and the ema via its scientific advice working party process, as well as local health authorities, including japan’s pharmaceuticals and medical devices agency, and was approved in the us by a central institutional review board (irb). We initiated the global trial in early 2015 and expect to complete patient enrollment in the second half of 2016. If the convert study meets the primary endpoint of culture conversion at month 6, we believe we would be eligible to submit an nda pursuant to 21 cfr 314 subpart h (accelerated approval of new drugs for serious or life-threatening illnesses), which permits fda to approve a drug based on a ‘‘surrogate endpoint’’ provided the sponsor commits to study the drug further to verify and describe the drug’s clinical benefit. We believe that efficacy data from the convert study after month 6 will suffice to meet this commitment. We are currently conducting convert at over 115 sites in the us, europe, australia, new zealand, asia and canada. The convert study is designed to enroll enough subjects to ensure at least 261 subjects are evaluable for the primary endpoint at month 6.*

  • Reply to

    Does it even matter

    by bohemianclubman Mar 31, 2016 9:54 AM
    dy2ski dy2ski Mar 31, 2016 10:40 AM Flag

    It is a shame, indeed.
    Civil, rational debate and the exchange and evolution of ideas is actually part of the enjoyment of investing. Yahoo hasn't done a good job here, beyond some particular glitchy software.

  • dy2ski dy2ski Mar 19, 2016 8:59 AM Flag

    Insurance reimbursement, aside, one would have to assume that off-label Rx will occur as well, right? (I am jumping WAY ahead, obviously.)

  • Reply to

    How unfortunate

    by bohemianclubman Mar 14, 2016 4:20 PM
    dy2ski dy2ski Mar 15, 2016 7:16 AM Flag

    Ummmm, not a *do over* but the Primary endpoint of the Phase IIB failed and the Scientist that was running the trial was fired and then Management did indeed botched the timeline to investors and had to correct which wasn't good at all ($$$), if you remember!
    Full Enrollement now scheduled for the end of this year...maybe we get good news that it is enrolled sooner, though.

  • Reply to

    Lewis meeting with EMA next week???

    by jsblvbjb Mar 2, 2016 3:36 PM
    dy2ski dy2ski Mar 2, 2016 8:09 PM Flag

    You do realize that Mr. Dreschler has lead these Presentations solo before, right?! You, also realize that you're being as dishonest and fraudulent as the *shorts* and their prognostications by making up this *idea* and publishing it, right?!
    How about we get just get some dang positive news from Management that has spent a 100 mil in the past year about Trial Enrollment, Partnership Money (anyone else remember Mr. Lewis numerously teasing the Japanese Partner talks 2 YEARS ago?!) and LEGIT EMA news that is honestly revealed...PUBLICLY?

  • Reply to

    Dear Terry

    by bohemianclubman Mar 2, 2016 4:21 PM
    dy2ski dy2ski Mar 2, 2016 8:01 PM Flag

    It's been a VERY long time and enormous dilution for Common Shareholders since Geoff Allan's success, that's for sure. I could care less about anonymous Message Boards p-contest that hurt so many insecure feelings but I do hope for ONCE this Management Team/ BOD can actually close the deal and create meaningful value for common shareholders and not the traders and shorts that have continually feasted on their mistakes...for years!

  • dy2ski dy2ski Nov 17, 2015 6:13 AM Flag

    JTFM, I hope your intuitions for a *Libigel* deal are correct but I wouldn't use disappearing post on this MB as that obvious of a clue....for anything. Disappearing post happen constantly for every name I follow and readers seemingly always jump to the same conspiracy theories of malfeasance and *great things just around the corner....*
    These MB's have been glitchy and an algorithmic mess for years. I CAN see bored, desperate Day Traders clicking the *Report Abuse* box frequently, though. In this case, who would care? The stock has been beaten and weak for several months now. A buyout is one thing but what would a *deal* for Libel even have to do with the stock price?
    Not being argumentative just ruminating as the stock withers.

  • dy2ski dy2ski Nov 10, 2015 6:28 AM Flag

    And Management has known this ALL YEAR but waits to DILUTE loyal shareholders at all-time lows.
    They are either completely incompetent or they have no soul.
    And much shame on Al Mann for not having the very best leading this great drug.
    Anyone remember all of the Insider Sales this past year? Diane Palumbo LIQUIDATING?!
    So, how many more Rx's will we NOW need in 2016 to justify a respectful PPS for long suffering supporters AND so these jokers won't have to dilute AGAIN a year from now?!?!
    Heck, now we need a minimum 13% jump in sales RIGHT NOW...TODAY, just to make up for the dilution we're getting this week.

  • Reply to

    investor big loss

    by iounothjing1 Nov 9, 2015 9:51 AM
    dy2ski dy2ski Nov 9, 2015 10:27 AM Flag

    Whoa, whoa, whoa! You're not suggesting that our former Hedge Fund CEO might actually still have a friend or two in the industry are you?! Noooooooo. Never! This altruistic soul is giving us yet a another *buying opp*. Better hurry, though, before that $1000. PPS buyout lands!
    It all comes down to the EMA now and If things with the EMA don't go smoothly, than what? Another buying opp and just wait a couple more years! Woohoo!
    (I know, I know. Everything is perfect and I should never question this Slam Dunk Company.)

  • Reply to

    What's more important at the moment?

    by blasedp31 Nov 6, 2015 9:41 AM
    dy2ski dy2ski Nov 6, 2015 9:57 AM Flag

    Our former Hedge Fund CEO got burned on Gupta's Trial Design and now over his head with new trial enrollment. The boy certainly knows how to raise and spend money, though, eh?! Now it all comes down to the EMA. Freaking lovely.
    I'll now anxiously wait for for Zake to tell us how the bankers/insiders happily have shares at a higher price and that he's gratefully buying with both hands! It's only then that we will know things in Insmed Land are all normal and A-OK!

  • dy2ski dy2ski Nov 4, 2015 7:15 AM Flag

    Something related to LIBIGEL right around now would be very nice and helpful to our valuation. No denying that the EEMT miss and future cloudiness is pretty disappointing. It's also a harsh reminder that the space we're in (generics) is ultra-competitive and constantly evolving. Throw in the fact that many/most of ANI's acquisitions are in a slow-motion route to being accretive and the related revenue is a moving target.

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