H, also google Joshua Thompsons bumpy ride. This article was from one year ago, and it claims that Josh is STILL taking iplex! Not only that but he and his wife just had another son, and the article actually makes this statement: Josh Thompson was able to get iplex and it saved his life.
I read the Debbi Gattoni article rocks, really interesting. BTW, SRPT got a no from the FDA advisory committee, but after falling to 8 the following day the share price has doubled. The market seems to believe this is one case where the FDA won't follow the advisory committee recommendation. Perhaps I'm wrong, but a yes from the FDA for SRPT totally changes everything regarding iPLEX. I suggest all old time iPLEXers google iplex debbie gattoni letter
I wonder if the pizza, pizza box.... comes inside a box, or do you just set it right on your car seat?
Been watching stocks for many years and the way RAVE hits 5 over and over and over, sometimes dipping slightly under, but always bouncing right back to 5 or a bit over is.... I don't know,,, unusual??
The market seems to be telling us that RAVE is stuck in the mud, but continued store openings and new franchisee's say different. When in doubt it often pays to give the nod to those spending the big bucks to open restaurants, especially when Mr. Market isn't paying much attention. JMHO
lol, Thats funny Rocks, great post - the only thing I might add is that when he is "away from the board" he claims that it is because he is "on a board" because as we all know the surf is always up
Cloning my ID and posting the things he does using that ID would cause me to spend the necessary dollars to go after him if I thought he was a person of means. The proven fact that he doesn't know how shorting a stock works, and recently boasted about owning put options to protect his long position (he must have read an article that put options can be used for this purpose) when there are no put options outstanding near the current price level, make me 100% certain that he has next to nothing. I would be wasting my money. BTW, for awhile several posters on this board decided to try to post our opinions and questions on Investors Village. He didn't follow us over there because there is a monthly charge of a couple of dollars.
It appears, rocks, that by completely ignoring we may bear witness to a complete descent into madness, which sadly I am rather enjoying.
I'm as guilty as anyone - pointing out the disinformation and nonsensical statements posted 24 hours a day for years and years by the INSM message boards psychopathic poster.
I was about to put up a post letting the others know that despite a myriad of posts that he went long (right at the bottom of course) but has purchased put protection, as we should all do, there is no open interest in the puts clearly illustrating yet another lie from the mouth of the greatest biotech trader of all time.
But that is what he wants. Lives for. The most bizarre fetish ever.
There are real events transpiring and coming up at INSM. The European decision, enrolling the U.S. phase III trial, new drugs using the liposomal technology, other disease that could be fought by LAI, the ever expanding number of patients being diagnosed with NTM, and of course the ever approaching end of the hold on their currently approved drug. All real, all things I come to this board to get the opinions of what I consider really intelligent posters.
And so many of those opinions - bwd explaining the European approval process as well as many other important considerations - rocks with his well researched explanations for why he believes LAI could eventually treat a much larger patient population, etc. etc. get totally lost in the fray of psychotic babble brought on by bizarro boy.
It's very hard and sometimes nearly impossible not to respond when I feel an opening to stomp on his statements, an easy avenue to verify his lies. I'm not going to respond anymore. I'm not going to feed his fetish. I'm still going to be here nearly daily reading the opinions of those I trust and respect. I have much invested here and still tremendous faith, but I'm going to resist that primal urge to pounce on statements made by the one with the lonely life.
It's my opinion that that cannot feed there fetish will eventually look elsewhere, and if none here feed it the boil may go away.
After plummeting when briefing docs were released regarding the Monday FDA advisory committee meeting regarding SRPT's Duchennes Muscular Dystrophy drug eteplirsen on Monday, the shares are now surging after the FDA added a few new questions to the briefing docs. On Sunday, parents of kids with this affliction are marching in Washington. The FDA is under incredible pressure to change their long standing approach of approving drugs only if they show strong signs of efficacy, even for awful disease with no other treatment options.
This brings us to iPLEX once again. ALS may be the most awful disease of all, and not only did the Italian government beg for it for their afflicted citizens, but several in the states also received iPLEX under FDA compassionate use policiess. According to ALS Worldwide, those that took the drug had some positive results, which have been discussed here many times in the past. If the advisory committee does give the thumbs up to eteplirsen, it will signal a 360 degree change in the FDA's opinion towards drugs for these horrible, life ending diseases which have no cure - even if the drug shows just mixed signs of being effective.
iPLEX may still end up being a billion dollar drug. I for one will be closely following next Mondays meeting.
lol, one of the funnier posts ever since that "commonly used strategy" is a complete fabrication, but hey, you may have coined a new investment term - bullish short position. lol
Hi H, from what I can tell iPLEX seems like it actually may have been more effective fighting Myotonic muscular dystrophy than eteplirsen for Duchennes muscular dystrophy. The FDA is at a crossroads, patients and parents are roaring loudly that it should be their right to try these drugs when the alternative is death.
I could be a total jerk and say that all of those dmd patients will apparently have to wait for the next iPLEX trial, but I was really hoping that SRPT would gain approval to offer some hope to those with this awful disease.... I think that I'm going to take a little risk and purchase some SRPT ahead of the advisory committee meeting Monday hoping that the committee has enough reliable data to give a rather mixed thumbs up and let the FDA make the final decision. This has become a very heated debate between parents of children afflicted with this deadly disease and the FDA. btw, fwiw, a positive decision on the Sarepta drug eteplirsen, despite not very strong efficacy results, would signal a shift in FDA logic regarding deadly disease with no available options. Insmed has an asset on their books that would become far more valuable instantly.
Thanks very much bwd, that was a question that I attempted to research, but wasn't confident that I was coming to an accurate conclusion. A few years ago I would have posed the question to this board, but at this time didn't really want 20 different ID's telling me that since I don't understand biotech I shouldn't be investing in that sector. Your input is always greatly appreciated.
Let's be fair rocks, anybody that can buy their way into a short position is capable of things that are impossible for others.
Every post that I put up ever anymore disappears, even if it has nothing to do with terese being crazy, which is frustrating because I enjoy this board minus her. The problem is that in my honest and very humble opinion, she never ever leaves her computer, or this board. Not even when she is on the toilet.... OK so maybe this post should get deleted
When Insmed purchased arikayce in 2010 the NTM numbers were really low but have been going up with better diagnoses as well as new cases. NTM Info and News claims 15000 to 18000 new cases each year.
It is barely ever mentioned, but arikayce also has completed a successful phase II trial and received orphan designation for non CF Bronchiectasis. It has been mentioned several times on this board that Aradigm, a company with a total market cap of less than 70 million has a phase III trial planned for this disease whose numbers are increasing nearly as quickly as are the NTM numbers. The numbers for non CF Bronciectasis are huge and I find it difficult to believe that Insmed management doesn't have a plan to make LOI available for this NTM cousin.
As is always the case, there is likely much more discussion within the walls of Insmed than is obviously known to the market. Reading some of the possibilities, whether likely or even possible, has always been an attraction of message boards. Those that bring up anything other than recalcitrant NTM patients on this board are immediately labeled as liars.
Yesterday Tom Watson played in his last Masters, and when interviewed talked about always leaving an egg salad sandwich on the bench at number 13 in honor of his caddie, lost years ago to ALS. So I will say it: An iPLEX to combat ALS trial will be started by the end of this decade.