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Insmed Incorporated Message Board

blasedp31 249 posts  |  Last Activity: May 21, 2015 11:03 AM Member since: Jan 16, 2013
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  • blasedp31 blasedp31 May 21, 2015 11:03 AM Flag

    That's true. The Shelby is much more of a classic than the "Pony"!!

  • blasedp31 blasedp31 May 21, 2015 10:14 AM Flag

    Some people forget that the patent is an asset, and that patent has value to some bio entity. I could own a '67 ford mustang, or a '70 corvette. To some its just a car, but to others it has value as a classic. Iplex is an asset whose value should become larger as we approach 2018. We just can't pin a value on it as easy as we can a car.

  • Reply to

    Dark Tetrad: Machiavellianism

    by johnmatson61 May 11, 2015 2:24 AM
    blasedp31 blasedp31 May 13, 2015 1:44 PM Flag

    Omigosh, those poor sharks!!

  • Reply to

    Oh,,I didn't think about that!!

    by zake1 May 12, 2015 3:36 PM
    blasedp31 blasedp31 May 13, 2015 12:06 PM Flag

    Historian. I'm not sure all money managers & hedge funds pick a price target of 10%, 50% or 100% to get out. If in fact they have invested millions, have preformed extensive due diligence, and actually believe the company has some long term potential with large business backlogs, or long term patent protection on certain products, they might sell off some of their shares and hold the rest. Some will even buy more if they have a longer term strategy based on their due diligence and company results. Some will sell all for the short term gain. I don't think there is one strategy that fits all.

  • Reply to

    August

    by biowatchdog May 9, 2015 10:30 AM
    blasedp31 blasedp31 May 9, 2015 6:07 PM Flag

    Is there any way of knowing if Insmed applied for Fast Track Review or Approval under Exceptional Circumstances?

  • 09/01/2015
    Record number of medicines for rare diseases recommended for approval in 2014
    Number of medicines with new active substances continues to increase
    In 2014, the European Medicines Agency (EMA) recommended the highest number of orphan designated medicines for marketing authorisation in a year. Out of the 82 medicines for human use recommended in 2014, 17 are intended for the treatment of a rare disease, providing therapies for patients who often have only few or no treatment options.
    Among them is the first medicine for the treatment of Duchenne muscular dystrophy (Translarna) as well as the first treatment for erythropoietic protoporphyria, a rare genetic disease which causes intolerance to light (Scenesse).
    The past year also saw the first recommendation worldwide of a therapy based on stem cells. The orphan medicine (Holoclar) is a treatment for limbal stem cell deficiency (LSCD), a rare eye condition that can result in blindness.
    Special regulatory pathways were used for these three medicines (conditionalmarketing authorisation for Translarna and Holoclar, and approval under exceptional circumstances for Scenesse). These mechanisms are in place to potentially speed up market access for medicines that fulfill unmet medical needs but for which comprehensive data cannot be provided at the time of application for a marketing authorisation.
    Overall, the number of medicines containing new active substances continues to increase. One in two medicines, either orphan or non-orphan, recommended for approval in 2014, contains a substance that has never been used in medicines before.

  • Reply to

    Primary Evaluation Phase of EMA - Day 80

    by blasedp31 Apr 23, 2015 10:54 AM
    blasedp31 blasedp31 Apr 26, 2015 11:52 AM Flag

    This part of the Evaluation system:

    • The applicant has to submit a ‘dossier’ of scientific information on
    quality, efficacy and safety to support the application
    • The CHMP appoints two of its members to act as “Rapporteurs” who will
    do the evaluation on behalf of the Community.
    • Each Rapporteur has a team of experts in the field of Quality, Safety,
    Efficacy, so two teams will evaluate the dossier
    • The Rapporteurs’ assessment is a recommendation to CHMP and forms
    the basis of the discussion
    • Transparent procedure, the Rapporteurs’ assessment is sent to the
    applicant

    Poland and the UK were the co-rapporteurs per Will Lewis, who encouraged Insmed to apply for both NTM and CF in their application. On Day 80 of the Evaluation, the co-rapporteurs send an initial Assessment Report to the CHMP and to Insmed, and by Day 100, the CHMP (Committee on Human Medicinal Products) makes comments.

    So it appears the co-rapporteurs might have a positive assessment to recommend to the CHMP to begin the discussion since they encouraged Insmed to apply for CF and NTM. Maybe by late April or early May, Insmed might have some feedback on their application

  • Reply to

    Primary Evaluation Phase of EMA - Day 80

    by blasedp31 Apr 23, 2015 10:54 AM
    blasedp31 blasedp31 Apr 25, 2015 3:18 PM Flag

    This part of the Evaluation system:

    • The applicant has to submit a ‘dossier’ of scientific information on
    quality, efficacy and safety to support the application
    • The CHMP appoints two of its members to act as “Rapporteurs” who will
    do the evaluation on behalf of the Community.
    • Each Rapporteur has a team of experts in the field of Quality, Safety,
    Efficacy, so two teams will evaluate the dossier
    • The Rapporteurs’ assessment is a recommendation to CHMP and forms
    the basis of the discussion
    • Transparent procedure, the Rapporteurs’ assessment is sent to the
    applicant

    Poland and the UK were the co-rapporteurs per Will Lewis, who encouraged Insmed to apply for both NTM and CF in their application. On Day 80 of the Evaluation, the co-rapporteurs send an initial Assessment Report to the CHMP and to Insmed, and by Day 100, the CHMP (Committee on Human Medicinal Products) makes comments.

    So it appears the co-rapporteurs might have a positive assessment to recommend to the CHMP to begin the discussion since they encouraged Insmed to apply for CF and NTM. Maybe by late April or early May, Insmed might have some feedback on their application

  • Reply to

    Primary Evaluation Phase of EMA - Day 80

    by blasedp31 Apr 23, 2015 10:54 AM
    blasedp31 blasedp31 Apr 25, 2015 11:55 AM Flag

    Vision. As Will Lewis had stated in a conference call or analyst presentation previously, the EMA recommended that Insmed apply for both NTM and CF indications at the same time:

    This part of the Evaluation system:

    • The applicant has to submit a ‘dossier’ of scientific information on
    quality, efficacy and safety to support the application
    • The CHMP appoints two of its members to act as “Rapporteurs” who will
    do the evaluation on behalf of the Community.
    • Each Rapporteur has a team of experts in the field of Quality, Safety,
    Efficacy, so two teams will evaluate the dossier
    • The Rapporteurs’ assessment is a recommendation to CHMP and forms
    the basis of the discussion
    • Transparent procedure, the Rapporteurs’ assessment is sent to the
    applicant

    Poland and the UK were the co-rapporteurs per Will Lewis, who encouraged Insmed to apply for both NTM and CF in their application. On Day 80 of the Evaluation, the co-rapporteurs send an initial Assessment Report to the CHMP and to Insmed, and by Day 100, the CHMP (Committee on Human Medicinal Products) makes comments.

    So it appears the co-rapporteurs might have a positive assessment to recommend to the CHMP to begin the discussion since they encouraged Insmed to apply for CF and NTM. Maybe by late April or early May, Insmed might have some feedback on their application

  • Reply to

    Primary Evaluation Phase of EMA - Day 80

    by blasedp31 Apr 23, 2015 10:54 AM
    blasedp31 blasedp31 Apr 23, 2015 2:34 PM Flag

    Makes you wonder since the secondary close that there have not been many analysts coverage remarks, if the Institutions are silent for a defensive reason. Do they need enough time to pass before they can reasonably comment on Insmed without looking too exploitive should the news be favorable. Should the news be positive in the very near future, the question will be asked again if it was necessary to offer another secondary offering at a lower share price that could have been higher in the future with less dilution. Retail shareholders just don't have the access to upper management since they are not in the position of putting together partnerships, or offering to sell and buy companies or product lines, and need to do due diligence before negotiations take place. Not exactly fair to retail shareholders, but that's the way Wall Street works!

  • Insmed will receive a copy of the Co-Rappoteurs Initial Assessment Report that is delivered to the CHMP on the 80th day after Validation begins. If validation was Feb 1, the 80th day was April 21, If Feb. 15, the 80th day is May 5, If Feb 28, the 80th day is May 18. On Day 100, the CHMP has Comments, but don't know if that is Public information or not.

    Essentially, Insmed will at least have knowledge of what's in the Initial report somewhere between yesterday and May 18. I don't think they will let retail shareholders know what's in it, but you wonder if the institutional holders will be privy to anything. Does anyone know if any of the information is public? If so, we might know something by late May or late June on the CHMP comments from Day 100.

  • Reply to

    Shareholders Annual Meeting......

    by insmhistorian Apr 15, 2015 7:23 PM
    blasedp31 blasedp31 Apr 15, 2015 9:00 PM Flag

    I wonder what the clarification of 5,000,000 shares for the new 2015 Employee Incentive Plan entails. Are these brand new dilutive shares? Or something that's being amended.

  • Reply to

    Yet Another Revenue Projection...

    by risingedge77 Apr 14, 2015 5:10 PM
    blasedp31 blasedp31 Apr 15, 2015 1:08 PM Flag

    Nice clone job, Terry!! Loser!!

  • Reply to

    April Presentation......

    by insmhistorian Apr 13, 2015 3:55 PM
    blasedp31 blasedp31 Apr 13, 2015 4:54 PM Flag

    I checked on Friday, and it was not on Insmed's website.

  • Reply to

    The latest fake ID list from the schizo

    by jad9000 Apr 7, 2015 12:01 PM
    blasedp31 blasedp31 Apr 11, 2015 1:29 PM Flag

    Nice clone job, Terry!!

  • Reply to

    T. Rowe Price.....

    by insmhistorian Apr 10, 2015 4:16 PM
    blasedp31 blasedp31 Apr 10, 2015 4:33 PM Flag

    There was a post earlier. Their Health Science Fund purchased the stock. They owned about 377,000 shares at end of last year. I think they own about 13% of the stock now. They must like something about Insmed!!

  • Reply to

    You are not going to like this

    by yogiberraofbadnews Apr 7, 2015 11:28 AM
    blasedp31 blasedp31 Apr 8, 2015 3:57 PM Flag

    And what type of drug is it?

  • Reply to

    Unreal-----Thanks a bunch Lewis----------

    by blueyedcatch Mar 30, 2015 4:29 PM
    blasedp31 blasedp31 Mar 30, 2015 8:52 PM Flag

    Zake. Good points. The following was in market watch today:

    If Monday’s deal-making in the pharmaceutical world is any indication, there will be no slowing of merger activity from last year’s $212 billion record for the sector.

    The world’s drug makers continue to fret over the so-called patent cliff that many companies are sliding over, and many are struggling to find new blockbuster products.

    The patent cliff, in which the exclusive rights to top-selling drugs expires, has been a theme bedeviling the industry for several years. While a handful of drug makers are inventing new products that will sustain them, others are buying their way to a more stable future.

    “Big Pharma is running low on innovation,” said Heather Behanna, analyst for Wedbush Securities.

    But there is a silver lining in that, she said.

    “Interest rates being so low makes it easy for larger companies to get money for acquisitions,” she said. “And some innovative small companies out there are about to embark on a transition to commercialization. Therefore, an acquirer can leverage its own infrastructure and basically reap the rewards of the novel products coming from the smaller companies.”

    I think Lewis is working on several options. You have to spend money to make money. The more options he has for Insmed's benefit will be worth something. If you can get 10, 12, 15 or 20x future earnings in today's market, why wouldn't you?

  • Reply to

    Unreal-----Thanks a bunch Lewis----------

    by blueyedcatch Mar 30, 2015 4:29 PM
    blasedp31 blasedp31 Mar 30, 2015 4:52 PM Flag

    It was a guess on my part based upon the day's close. I could be off.

  • Reply to

    Unreal-----Thanks a bunch Lewis----------

    by blueyedcatch Mar 30, 2015 4:29 PM
    blasedp31 blasedp31 Mar 30, 2015 4:34 PM Flag

    With $200 million you could certainly buy another company, restart production of Iplex, or partner with a number of firms for new or existing therapies. I wonder when they will announce one or all of them.

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