Recent

% | $
Quotes you view appear here for quick access.

Insmed Incorporated Message Board

jsblvbjb 44 posts  |  Last Activity: Jul 13, 2016 5:41 PM Member since: Jan 19, 1999
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Or is there some other reason the only way to find the page now is with a search for Insmed Message Board??? It's not just me, nobody's posting anymore. Oh well, let me be the first to say that the new format stinks like rotting tomatoes!
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb jsblvbjb Jul 11, 2016 3:15 PM Flag

    That is the 100 million dollar question.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    The Big Boyz

    by surestockholmes Jul 11, 2016 11:17 AM
    jsblvbjb jsblvbjb Jul 11, 2016 11:40 AM Flag

    What is the institutional ownership percentage at now? Last I saw, it was well over 100%!!! That's where all the shares are. Shorts are in a serious pickle if good news comes out, or simply a buyout rumor.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Bad board, bad, bad

    by ltdobanion Jul 6, 2016 12:41 PM
    jsblvbjb jsblvbjb Jul 6, 2016 1:10 PM Flag

    Also, ltdobanion, there's really nothing more to say. Either we succeed at staying independent until international Phase 3 results are ready, or we sell the company in the meantime before results could affect the SP one way or another.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Long term prognosis of INSM?

    by john_grady_sullivan Jul 6, 2016 11:41 AM
    jsblvbjb jsblvbjb Jul 6, 2016 1:08 PM Flag

    It went up, crashed, went up again, crashed again, went up again, then slid along with the market substantially, crashed on recent news and is now recovering slightly...
    Got it?
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Bad board, bad, bad

    by ltdobanion Jul 6, 2016 12:41 PM
    jsblvbjb jsblvbjb Jul 6, 2016 1:05 PM Flag

    In all fairness, I think most people are on vacation this week, so you pretty much just have the resident rodent squeaking nonsense to non-existent board-watchers and those like us that either don't care or aren't interested in engaging with him.
    pianoman

    Sentiment: Strong Buy

  • The Insmed YMB silent treatment has got to be driving Terry up the wall...
    Ha ha...
    pianoman

    Sentiment: Strong Buy

  • Reply to

    The lungs, the brain, the eyes: Iplex went 2 for 3

    by jsblvbjb Jun 30, 2016 3:47 PM
    jsblvbjb jsblvbjb Jun 30, 2016 3:54 PM Flag

    Shire is very excited about the results and plans to design a phase 3 trial based on confirming the successes of the phase 2 trial. Mark this date; Iplex is back from the dead!
    pianoman

    Sentiment: Strong Buy

  • All I can say is congratulations to the doctors who ran the trial and the families whose babie benefited from receiving Premiplex treatment and will live to tell about how they were on the cutting edge of biotech advancement in reversing the potential damage of premature birth when they grow up!
    Terry, you are foolish for trying to use this trial to bash INSM on the YMB.
    Winkie, you are reported for abusive behavior on the YMB.
    God bless
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Found it on MW: Iplex for ROP

    by jsblvbjb Jun 30, 2016 11:57 AM
    jsblvbjb jsblvbjb Jun 30, 2016 1:30 PM Flag

    I don't think he was really paying attention to the detail beyond the headliner: "first to confirm, reduction in BPD and IVH... welcoming and a first in neonatal medicine, confirm these findings in additional clinical studies, etc..."
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Found it on MW: Iplex for ROP

    by jsblvbjb Jun 30, 2016 11:57 AM
    jsblvbjb jsblvbjb Jun 30, 2016 12:10 PM Flag

    Here is the MW headline: Shire stock up --- after premature infant treatment meets secondary endpoints in midstage trial
    Where's the negative? 3 major problems as a result of extremely premature arrival. Premiplex significantly reduced 2 of the 3 conditions. THE WORST TWO!!! ROP was the least of the three concerns, but considered the easiest to treat. Sound familiar?
    pianoman

    Sentiment: Strong Buy

  • Research suggests that 60% of extremely premature infants experience one or more severe complications related to prematurity, which include: IVH (grade ≥3); BPD; or ROP. Severe complications can have life-long implications for the developing infant.

    "This is the first controlled clinical trial to confirm the crucial role of IGF-1 in maturation of extremely preterm children," said Professor Neil Marlow of the University College London Hospitals, UK, and one of the clinical trial investigators. "The reduction in BPD and IVH, as the two most important morbidities suffered by these children, are welcoming and a first in neonatal medicine. It will be important to confirm these findings in additional clinical studies."

    So, Iplex will indeed move forward into phase 3...
    This was a very positive result, folks, in treating preterm infants!
    pianoman

    Sentiment: Strong Buy

  • Reply to

    When do they announce buyout?

    by dorianrivers21 Jun 30, 2016 9:27 AM
    jsblvbjb jsblvbjb Jun 30, 2016 10:08 AM Flag

    95% is an understatement. They keep adding as the shorts create more available supply. It is a fiscal paradox how they can own the percentage (well over 100% at this point) of INSM that is being reported. Maybe Terry can answer the riddle? Heh, heh...
    pianoman

    Sentiment: Strong Buy

  • Reply to

    BIZARRE EMA?

    by underdogs14 Jun 28, 2016 6:07 PM
    jsblvbjb jsblvbjb Jun 29, 2016 9:55 AM Flag

    Unfortunately, there's no logic to the decision. The EMEA simply moved the goal post, or as Lucy used to do to Charlie Brown, lifted the football at the last second before impact. The only "risk" I can think of, other than what has already been reported in clinical studies for inhaled antibiotics, is that the trial was a phase 2 trial, and the phase 3 is ongoing. The benefits were clearly demonstrated, and permanent clearance of bacteria is not the goal of the current trial, anyway. Phase 3 is designed to confirm the results of phase 2 for Arikayce. Safety and efficacy in curing NTM having already been demonstrated in phase 2 (and phase 3 for CF on the safety side). Faith in the prospect of the current trial is shown by the overwhelming institutional ownership of INSM share, rock-solid ownership of insider positions, and analysts unwavering ratings (other than PT adjustments).
    Is it possible that phase 3 is a bust? Yes, but it is not probable based on the scientific groundwork that Insmed has laid.
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb jsblvbjb Jun 28, 2016 3:13 PM Flag

    There's a proverb for that: Proverbs 20:30, "Blows and wounds scrub away evil, and beatings purge the inmost being."
    Jesus took on himself our evil, received the vicious beating, paying the ultimate price for our sin on the cross, so we could be made clean by faith in him. Then he rose again, but kept the "scars" to provide eternal proof of his sacrifice and love for each one of us.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Join me in reading Proverbs.....

    by insmhistorian Jun 28, 2016 1:29 PM
    jsblvbjb jsblvbjb Jun 28, 2016 2:02 PM Flag

    I read through the book of Proverbs a couple months back. Chapter 1:7 is the theme, "The fear of the Lord is the beginning of knowledge, but fools despise wisdom and instruction." So rich and full, take your time!
    pianoman

    Sentiment: Strong Buy

  • Reply to

    new june investor presentation

    by iounothjing1 Jun 23, 2016 9:41 AM
    jsblvbjb jsblvbjb Jun 23, 2016 1:30 PM Flag

    Interesting take, I got the opposite impression. The rolling subpart-H NDA is what Insmed is planning to offer.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Submitting a rolling NDA appears to be the focus...

    by jsblvbjb Jun 23, 2016 10:26 AM
    jsblvbjb jsblvbjb Jun 23, 2016 11:43 AM Flag

    I am not assuming anything at this point! And anything is certainly possible. 2026 sales are worth nothing to Insmed if it's unable bring the drug to market for its most slam-dunk indication. The EMA "minor" setback is proof that Insmed may need help in the "execution" department. I get that the EU is undergoing major transformation and financial issues, but other companies are gaining approval through the EMA process, and Insmed should have been able to accomplish this objective with its advertised experience and ground game in place. Phase 3 data from CF was enough for approval, but Lewis and company didn't like the competitive environment, so they chose to ignore the questions of similarity and focus on NTM. Mistake? Gaining approval as fast as possible is generally the number one objective of any developmental-stage company. Now, we await phase 3 data and the many pitfalls of the FDA approval process. Of course if phase 3 is stellar, the SP will rocket higher, assuming the company isn't sold.
    pianoman

    Sentiment: Strong Buy

  • Otherwise, phase 1 data is on the way for a different drug formulation in treating PAH, and EMA approval is postponed until phase 3 data can be included in the application. However, revenue or cost-offsets will begin being generated in 4 EU countries over the next few months. Maybe this will create a better financial picture while the clinical data is collected. What is the deal with 2016 being a year of "execution?" Seems to have been a major "whiff" based on EMA MA getting pulled and still waiting for the phase 3 to reach its goal. I get the sense that Lewis is going to sell the company based on the understated nature of the June presentation and the absolute ignoring of the class-action threats. If the sale is less than 30 bucks, lawsuits will get filed for Insmed asking too little for its assets. If more, it would be hard to convince a law firm to argue anything, because everyone will have profited.
    pianoman

    Sentiment: Strong Buy

  • Yahoo Finance is claiming that Trump made his money by printing his own money! Hahahahaha,,,, Hahahahahaha.....
    Then I see another firm is commencing an "investigation" and the SP is green... hahahahahaha... hee hee...
    Very peculiar day!
    pianoman

    Sentiment: Strong Buy

INSM
13.22+0.32(+2.48%)Aug 26 4:00 PMEDT