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Insmed Incorporated Message Board

zake1 24 posts  |  Last Activity: Jul 11, 2016 4:28 AM Member since: Oct 19, 1998
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  • Reply to

    Lower - longer

    by cleverlittleme Jul 10, 2016 7:31 PM
    zake1 zake1 Jul 11, 2016 4:28 AM Flag

    While you may see things as you wish they would be, sell your entire idea to the folks that still have to get up and go to work everyday..The jobs report makes it very clear that while things aren't as robust as some would like to paint it to be, there is still a pretty full employment picture out there, and demand is going to be bigger than it's ever been before, and supply is starting to come up short..so...it's pretty easy to connect all the dots.
    Oil is going higher, and PWE is positioned to benefit from that.

  • Reply to

    INS1009

    by bohemianclubman Jul 8, 2016 3:13 PM
    zake1 zake1 Jul 9, 2016 7:58 AM Flag

    Good post..we really have not discussed, nor have much awareness of INS1009...This is something we could all take a closer look at.

  • Reply to

    Who cares about Terry's trades?

    by zake1 Jul 8, 2016 8:39 AM
    zake1 zake1 Jul 8, 2016 10:40 AM Flag

    I rec'd your post because it actually made more sense than most I've seen here lately..I also agree with what Terry said. In relation to Terry's post, It does call out the INSM team, and makes it pretty clear we shareholders aren't functioning in a vacuum. We are at the point where we expect, and deserve accountability. I have given management more of a pass than I ever thought I would, and understand when things don't go as planned, But don't tell me something, and have me find out later, that what you said isn't really what you meant..I can get that in the political arena..I will look forward to what you hear back from IR..thanks for you input.

  • Christ are you guys just bored, or obsessed? I don't give a rats patooee about Terry's trades, or anyone else's for that matter. I care more about my own..Is anyone going to post anything about INSM? I sure hope so..
    Let me ask,,what's the chances we get an earlier read on results prior to 1rst, or second quarter of 2017?

  • Reply to

    NTM Phase III - June 14 2016 update

    by arikaycerocks Jun 16, 2016 3:50 PM
    zake1 zake1 Jun 17, 2016 3:18 PM Flag

    You do have a link to whatever site gives us an understanding of the "unexpected demand"
    they've encountered in Asia? I have to believe we are going to have to weather another
    round of dilution, as this is going to take longer than we might have first believed..I know
    I will get tarred, and feather'd for that, but it is how it is looking..We are burning through
    way too much cash to take this think to market.

  • Reply to

    Who?

    by dorianrivers21 Jun 16, 2016 9:18 AM
    zake1 zake1 Jun 16, 2016 9:59 AM Flag

    We just hit a 52 week low..If this continues,,it won't matter who...just how much..

  • Reply to

    What's to buy?

    by zake1 Jun 14, 2016 4:02 PM
    zake1 zake1 Jun 14, 2016 7:34 PM Flag

    I would like to believe that 100% of the shares held by all have a pure profit motive..I know I do..I also saw where someone asked why do I need to berate a stock I "claim" to own..Make no mistake.
    I own this stock..more than most..Have been in it longer than probably anyone currently posting on
    this board..Have dealt with more disappointments on this than all I've ever owned together..I don't
    question the drugs they own..never have...would challenge any that do..What I do challenge is
    execution..I knew, and talked to Dr. Alan when he was alive..after he left the company..I drink the
    coolaid...I am not happy with some of the actions of mangement..too many times someone has
    tried to rely on hype, and fluff to move this along when under promising would have served all of
    us better....The sooner we all ask some serious questions, and quit giving some a pass,,the
    sooner we all get paid...I'm not here for a popularity contest..I'm here to get a return on my long
    term investment.....nuff said.

  • I want to profit from this as much, or more than anyone else here..but I don't understand everyone trying to
    figure out how much this is going to sell for..and some going so far as to conjecture that the board has
    possibly met, and discussed this..First of all, I do believe if there has been any offers, this would be probably
    considered a material event, and require a press release. Secondly, with what has happened lately, I would
    be hard pressed to believe any big player out there would consider making an offer until they are sure we
    have the goods..Our CEO doesn't have the best track record lately in being able to bring something to the
    finish line....

  • Reply to

    Strange??

    by underdogs14 Jun 11, 2016 6:43 PM
    zake1 zake1 Jun 14, 2016 11:16 AM Flag

    Could you expand on this,,,??

  • Reply to

    Strange??

    by underdogs14 Jun 11, 2016 6:43 PM
    zake1 zake1 Jun 14, 2016 10:19 AM Flag

    That's a big if..after what we've been through..A question though,,does this restart of the process actually put us into late 2017 for approval,,and therefor 2018 before we can go to market?

  • zake1 zake1 Jun 9, 2016 11:13 AM Flag

    And 4 recs fast...You've got this down to a science..and yes,,I did feel we where going to get a run on the
    stock last night..the stock was down over 20% and I was not happy..but that's because I own a great deal
    of the stock...and have made that clear over the years..Now,,I'm not going to make this personal with you,
    which is what I think you want..All I am interested in is getting my return on my investment,,and not to have
    to get in a tiff with others...
    regards to you....

  • zake1 zake1 Jun 9, 2016 10:50 AM Flag

    You have a good point..The insti's probably factored in a non EMA approval,,which explains why
    there was virtually no run up to the decision..I still feel it will be viewed as a mistake on Lewis'
    part, as he was the leading voice to the narrative that they where able to provide compelling
    results..He might have been told to tone it down, which explains why he hasn't held a conference
    call of depth lately.

  • Reply to

    Oh the history of insm. Like a horror movie

    by mjmfrompa Jun 8, 2016 9:54 PM
    zake1 zake1 Jun 8, 2016 10:30 PM Flag

    Rocks..I do agree with you when it comes to having questions...Only problem is
    where, and when can we get some answers..

  • for a 30% gain in the next three months...I have called this one correct (not usually the way it is)

  • Reply to

    I told you it has bottomed

    by zake1 Mar 22, 2016 4:20 PM
    zake1 zake1 Jun 1, 2016 4:44 PM Flag

    I think they take advantage of both the market, and access to capital to move on the market, and do aquisitions..without question

  • In our study in combination with KEYTRUDA after advancing into the second dose cohort we recently submitted a protocol amendment to the FDA based on bleeding events observed in heavily pre-treated relapsed gastric cancer patients. These events were not classified as dose limiting toxicities or determined by investigators to be related to PEGPH20.

  • Reply to

    Insmhistorian.......

    by insmhistorian May 9, 2016 4:10 PM
    zake1 zake1 May 10, 2016 7:34 AM Flag

    It is unsettling that such a quality person sees a need to go silent. I know you'll watch, and look forward to your return. In the meantime,,buy the new book out on McCartney, and read it between innings.
    regards.

  • Reply to

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

    by chinnois18_5_6 May 8, 2016 7:31 AM
    zake1 zake1 May 8, 2016 11:31 AM Flag

    I went back and re-read the entire 10-k and can't find the script you offer...Maybe you have a different 10-k
    While I want Iplex to be something as much as you may,,I don't think it's in our best interest to quote a
    10-k from some years ago, and try to make it appear current...But I did find this,,and it's from the current 10-k
    and it may help the discussion.
    There is considerable time and cost associated with developing a potential drug or pharmaceutical product to the point of regulatory approval and commercialization. Historically, we have funded our operations through public and private placements of equity securities, through debt financing, from the proceeds from the sale of our follow-on biologics platform to Merck in 2009 and from revenues related to sales of product and our IPLEX expanded access program, which was discontinued in 2011. We expect to continue to incur losses because we plan to fund research and development activities and commercial launch activities, and we do not expect material revenues for at least the next two years.

  • Goldman Sachs MLP and Energy Renaissance Fund Announces Quarterly Distribution of $0.16 Per Share

  • Reply to

    buying more today

    by zake1 May 5, 2016 11:05 AM
    zake1 zake1 May 5, 2016 11:23 AM Flag

    empty now

INSM
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