I live on a long and winding gravel road. One of my neighbors had this dog that had a sport of chasing every vehicle that came along. I found a way of breaking him of that habit. I just shifted into low gear and kicked up a cloud of dust which enveloped him every time he chased me. He soon tired of breathing in all that dry dust and gave it up, just like TIP users eventually will, it it irritates them too.
Arikayce is likewise differentiated from TOBI, carried in lung-friendly surfactant actually made of the same stuff native to human lungs. Arikayce for Ps in CF will be revisited sooner rather than later.
How about the study using iPlex in which 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. And don't forget, the company itself listed ALS as one of the orphan diseases it might address in the future and this would undoubtedly revolve around iPlex, which is Nature's own regulator of cell growth and regeneration. Genentech didn't fight for the rights to this compound for nothing and we own it in 2017.
My prediction is that we will find out tomorrow whether they are or they are not on the agenda for April.
I think you're right. The "glass-half-empty" troll has shown uncharacteristic silence. Correction: "glass-fully-empty" like his brain and his life.
At least the company still exists as an entity. Personally, I think the ultimate deal, the reverse merger, had everything to do with what both pre-existing entities brought to the table. That, yes, means iPlex was part of the equation. The paltry cash position of INSM at that time surely was not the inducement. It was all a matter of waiting out the expiration of the settlement. Unfortunately, it has taken longer than expected to bring that "near term opportunity" (aka Arikayce) to market. There are many bumps along the road, but I still believe we will score on both accounts.
LOL...I see my original post on this subject, which was met with a salvo of accusations of being a fraud, a sissy, kvnmcdd, among other lewd, unmentionable things, has been deleted. At the risk of provoking another spectacular outburst from the self-appointed board guru of chart technical analysis, I will note that so far, the pattern is holding up quite well. Today's swoon took us exactly back down to the neckline of the H&S pattern, which we broke above on April 4. According to stockcharts wbsite, which has a good free tutorial on the subject, this retest is quite common. We also filled a small gap created by the April 6 opening trade by hitting 12.66. I do not purport to be a genius technical expert, but the price action so far seems to fit the well-known and described pattern to a tee. Only time will tell if we continue our upward trajectory to the measured target of 15.97, a clear area of former support where we will probably have more work to do to move upward.
Great work. Another point. The troll always stresses the fact that CF is an exclusionary factor in the current pIII NTM trial. As if that would exclude CF patients with NTM from legal access to Arikayce. Did it ever occur to the dolt that Insmed wanted to see the effect of Arikayce on individuals infected only with MAC without the complications presented by CF? It's a cleaner trial with fewer intervening variables. If it's clear that Arikayce is effective against MAC, absent other complications, then it's pretty clear that Arikayce could be useful against NTM in the CF population, especially since it was proven to be essentially similar to the tobramycin competitors in a pIII Ps CF trial. Hmmmmm.
OK, I'll spell it out for you genius. Left shoulder: 2/26 low= 11.42. Head: 3/17 low= 10.53. Right shoulder 3/29 low= 11.08.
It looks like they did not immediately respond to list of outstanding issues and requested an extension of the clock stop. There is no mention of Amikacin/Arikayce in the March 29-April 1 2016 meeting, so I guess the soonest chance to address the LOI is at the meeting later this month (?). Maybe biowatchdog can chime in.
So, all in all, Arikayce would seem to be a valuable therapy for Ps. aeruginosa in CF. Better compliance with only once a day dosing, sustained improvements in FEV1 %, fewer adverse effects than TIP, and a fallback/alternative for ever increasing resistance of Ps. aeruginosa to tobramycin.
No one noticed that 12.92 was the 50 day moving average. It's only logical that this should be a point of resistance that most technicians watch. We will probably test it several times before breaking through if we are to move higher.