Insmed Incorporated Message Board
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If that were the case why did the stock fall from $8 last year to the current share price of $2.37. The problem here is that real investors/fund managers have a lack of faith and confidence in Tim's vision and running of this company. The Board has to step in soon and ge trid of this incompetent management team. ...
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Take look at INSM - exciting catalysts coming up this summer and also getting added to Russell Index.
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Like I said so many times here - CEO, Tim, is just draining the company cash and pay himself an inflated salary. So many biotechs have recovered from their lows last year but not this one. Time for Tim to be shown the exits...
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Think Da Vita will swoop down and take KERX by the hand soon
by buy_n_hold_2001 •May 13, 2013 11:19 AMNot certain about DVA - but think AMGN or Takeda would be interested in KERX assets. Mgmt would not be ineterested in any offers less than $15 imo...Take look at INSM also- going to be added to russel index by end of june (funds have to buy 4 mil shrs) . Like their clinical trial results in August for lung infections caused by cystic fibrosis also...Think over $20 by end of summer.
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We are quickly approaching the May 31 date - all eligible securities will be ranked by their market cap and indexes will be determined from that set. I believe that short number will be decreasing quite a bit as we get close to that date as russell guys will be adding aggressively after that date...Think most rusell buying will occurr between 31st and mid June....=).
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Need to repost what happened when it was added to Russel 4yrs ago. Think someone here had the price and corresponding dates. Also russell addition and deletion occur over a period of time that is they buy or sell over period not just one day. Just cross large blocks that day...Price they paid is weighted avg over that period....
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Also remember their short game is for limited time since they have no choice but to buy these shares by end of June. Easy poker game when you know what their hand is and what they are going to do....=) They want to get the 4mil or so shares as cheap as possible but they will not care what price they pay since their job is to get shares....
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Yes Russell guys do this every year for a living - they know what they are doing and have hired mmakers to carry out their orders with specific timelines. Problem for them is that catalysts are coming up which could drive this share price up substantially. Thus, they can not anticipate when other funds buy more shares ahead of the data or any upcoming good news. The are most definitely shorting the shares short term to try and pick up as many at controlled prices. Problem is the available float is small and holders know what they are up to. As I said before- lets make them pay fair price....=)
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Think that it is still a great drug to treat very complex disease. Think that a larger Euro pharma will be buying big stake at these levesl in the company. In a few months there will be announcement of partnership with a large chunk equity ownership in DNDN. Lets see how this develops but Iam a buyer vs a seller today......=)
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I started buying more today and will continue to add on weakness as I am a believer. New mgmt and new pipeline vs previous mgmt and just Iplex. Of course the clinical trials will tell all but strong phase 2 data and mgmt preparing for commercialization, talking to docs and industry execs, gives me confidence...=)
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Think more value here and will be more consolidation in the industry. There are only a few niche players like JVA. Expect to see a bump in valuation soon....=)
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Mgmt needs to find a buyer for the assets. Big pharma needs to get Provenge and develop combination studies and user larger sales force to mkt it.....
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Look at other comps in biotech - most have bounced nicely from a year ago. This stock has only gone down, still has not recovered. CEO and mgmt team are a failure here. Time for them to stop milking the shareholders and company of cash. At a minimum they need to get this valuation back to $300mm mkt cap for these assets. As I said before there needs be a shakeup here - the team has been given enough time already. This Board of Directors are not protecting our interests....
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Keep eye on blocks....=)
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With biotech you often need to take some off the table on good news. That way you are not handcuffed when it pulls back now...ACAD - timing my entry back in. watching now to see if it will hold $11. You also need a portfolio of names since it is tough to rely on one stock to continue to produce oversized returns. Long- INSM, ARNA, KERX, DNDN, AEGR, JAZZ....
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Been buying here all morning also. Think it is a steal at these prices. Sould be trading over $9. Still think we will see a partner for program in next few months. Go KERX, ARNA, INSM....
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For 30 days we will see covering or at least soft covering
by dustnbull •May 7, 2013 5:37 PMNah they had their fun for months now with the DEA delay and Euro withdrawal. Most will begin covering their shares as the company and Eisai have been marketing the hell out of BELVIQ with the delay. Not worth shorting now as the top drug in terms of efficacy and safety is available in the US. My guess is their will be another spike up towards end of week and steady accumulation above $9 leading into June. VVUS will be in big trouble as their sales will plummet however. My feeling is that this will be $10 stock again in early June.
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Glad I hung on an added to my ARNA position...=) Maybe tomorrow I can buy back into ACAD if it hits my target under $11.50....
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Look at ARNA - Down 10% on Friday with withdrawal from EU application, to under $7.50, today DEA gave green light to start selling Belviq for obesity in US in a month. Stock up almost $1 to $8.40...The funny thing is this was widely expected for last 4 months - why would people sell at 7.50, lol....That is why with INSM - sell if you don't believe clinical results will be favorable and buy if you believe in drug platform. Of course I believe that this will be winner. Sometimes we make better investment decisions if we actually don't pay so much attention to every trade.....=) GL to all!
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$81million in cash.. burn rate approx 40mil/yr.. Plenty of cash, unlikely pipe needed.. CC sounds good..
by scalpelxpert45 •May 7, 2013 9:58 AMWith the good data coming (my prediction of course) up there will be people begging to give money to INSM. Plus we have unpartnered programs here for both CF and NTM so Lewis will hold a strong hand in negotiations....=)