OK, so Yahoo deletes my posts immediately. Why is that? There is a website that charts the number of outstanding shares of any company over time. Maybe posting that site got me deleted. Anyway, on 12/31/13, there were 39.14M INSM shares outstanding. Multiplying that by the closing price on that date of $17.00 gives a market cap of $665.38M. Now, we have 49.66M shares outstanding. Multiply that by the closing price today of $14.20 and INSM has a present market cap of $705.17M, a 6% increase over 12/31/13, partially offsetting the share dilution. I think the enterprise value is the proper measure of the company's worth, and it is going up. Besides, who cares what the share price was at one arbritary point in time? Did everyone buy on that date? I certainly didn't.
Blase, I don't think anyone who carries weight in the big scheme of things is reading this board. For this reason, and the fact that institutions are in control, it really doesn't make sense to even visit it. Let the megalomaniac have free rein over something that really doesn't matter except in his own little ganglion that never developed into an actual brain.
Once again, you intentionally distort facts. Do you not remember the letters presented in court from many doctors who argued that iPlex should not be pulled from the market? It was not shunned by the medical community, but by the legal community, which was bought and paid for by Genentech.
Shire, in their recent presentations has projected sales of Premiplex(IGF-1/IGFBP3 = Iplex) of $500M by 2020. It is obvious that that they are and will be manufacturing it since they have expertise in protein manufacturing. Here is a quote from Jan Borg, CEO of Premacure upon their acquisition by Shire: “We are excited that this program will become part of the innovative pipeline at Shire and believe that their experience and resources may accelerate the development of a product that seeks to prevent some of the devastating long-term consequences of ROP.” Terryble's claim that Shire is not manufacturing new Iplex is a desperate attempt to deceive, for whatever reason.
Well. . .
. . .he is a very willful boy.
lndeed he is, Mr. Torrance.
A very willful boy.
A rather. . .
. . .naughty boy. . .
. . .if l may be so bold, sir.
lt's his mother.
She. . .
. . .interferes.
Perhaps they need a good. . .
. . .talking-to.
lf you don't mind my saying so. . .
. . .perhaps. . .
. . .a bit more.
Not really. We never get the true picture of that snapshot in time...ownership on the last day of the quarter...until one and a half months after the fact, apparently the deadline. Franklin Street Partners has always been one of the first to report after quarter's end, sometimes in as few a 6 days. Others, like Fidelity, wait until the last moment.
I think that since his comment was on the record as a spokesman for the company, he was bound to answer the question that way, even if he personally believed iPlex might have a positive effect that was not yet clinically proven. If you had a sick loved one, would you not want to try a therapy that was safe and at least had a theoretical chance of success?
Do you really think the INSM gamers would significantly deviate from the sector bias? Are they that immune from sector movement? Normally INSM moves in concert with the sector, absent new news.
Well, with that in mind, how do you explain that we were one of the few biotechs up today? We cut against the grain of the biotech indices such as XBI, down 2.4%, while INSM was up 2.4%. Obviously, someone was buying. I smell impending news.
They can file in the US under Subpart H as soon as the 6 month endpoint data are in hand and market to the entire NTM population in the US. This is good news indeed. Usually, Subpart H filings are decided based on a surrogate endpoint, but what could be more indicative of clinical benefit than eradication of the mycobacterium?
Just curious historian, but have you ever charted the stock price versus the short interest? I would love to see that chart. In other words, do the short interest figures in any way foretell price moves? Being 2 weeks late, maybe it's data that's useless as a barometer. Also, short positions, as we all know, are not outright bets against success of the company, but can be short term vehicles to go neutral or hedge against a long position while that long position matures into a long term capital holding while picking up a few pennies here and there to lower cost basis.
OK, I found it. It was muscular dystrophy but the authors claim the therapy "represent(s) a paradigm shift for the treatment of muscular dystrophy as well as a host of other disabling and devastating muscle diseases." The title is "Triggering regeneration and tackling apoptosis: a combinatorial approach to treating congenital muscular dystrophy type 1 A," so a google search should pull it up. I wonder if there is any follow-up on this work published in the journal, Human Molecular Genetics in June 2013.
I don't know about that bugs. I always detected a certain consistency in the quirkiness of both of those "personalities" that would be difficult to easily replicate. Not impossible, mind you, but unlikely in my view.
Well, off the top of my head, there's "thespamfromkohlrabi" and "backwardnapalm" to name a few, but I have them all on ignore, so they're a distant memory. I would question wasting time going after him, cause this is ALL HE EVER DOES. It's literally his life. What a sicko.
Funny that he hasn't even unleashed a salvo of down thumbs using all his alternate IDs. He is avoiding it like the plague. Too busy surfing in the dark, I would presume.
I have attempted to find the study that was done recently that demonstrated a positive effect of mecasermin rinfabate (iPlex) in combination with another compound on ALS in a mouse/rat model. It seems to have disappeared. Anyone have a link?
H- All that info on the various poster sessions is in the press release from Sept 3 posted on Insmed's website.