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Insmed Incorporated Message Board

bohemianclubman 78 posts  |  Last Activity: 17 hours ago Member since: May 19, 2000
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  • bohemianclubman bohemianclubman 17 hours ago Flag

    If anyone is new to this board and thinks that bizarro boy may be a pain in the rear, but does actually know about Insmed, read that last post - "Insmed has never done a phase III trial" I won't call that a lie, because he probably really doesn't know that nearly two years ago they completed a phase III trial with the same drug, arikayce, for CF.

  • Reply to

    CHMP oral explanation started an hour ago

    by arikaycerocks May 24, 2016 10:00 AM
    bohemianclubman bohemianclubman May 24, 2016 10:29 AM Flag

    Thanks BWD, they should offer University classes on the drug approval processes here and in Europe - even at my old age I would enroll and take the course but in the meantime I appreciate you continuing to give your input on this crazy infested board!

  • bohemianclubman by bohemianclubman May 23, 2016 1:48 PM Flag

    I own a little SRPT and am up 41% but will get out for sure Wednesday before the decision, and I also own a little ADMP which gets a decision on Epi Inject to compete with billion dollar seller Epi Pen on June 4th but I'm only up 41% on that one, but I'm excited about INSM possibly gaining approval when, few are looking, in Europe....soon. All told I'm up 41% but looking to do better

  • Reply to

    The EMA CHMP opinion is due within 30 days

    by arikaycerocks May 12, 2016 2:05 PM
    bohemianclubman bohemianclubman May 23, 2016 11:41 AM Flag

    I love it.... all eyes are on SRPT and ICPT with FDA decisions due Thursday and Friday leaving only long time followers watching little ol' INSM.

  • Reply to

    ? for future CEO's

    by bohemianclubman May 11, 2016 4:05 PM
    bohemianclubman bohemianclubman May 20, 2016 10:04 AM Flag

    Thanks ad, can you think of any strategic moves the company may be in a position to initiate. Would Pizza Inn be worth anything to PE? I'm just trying to think a little outside the box....

  • Reply to

    Product/concept is NOT the problem

    by pizzaman6260 May 17, 2016 1:06 PM
    bohemianclubman bohemianclubman May 19, 2016 1:50 PM Flag

    Thanks for that seemingly honest assessment . I have been purchasing because I absolutely love the concept, and I for one really liked the product, but obviously I have been 100% wrong regarding the share price. Do you agree with some others here that a few changes could really turn this story positive again, or am I riding a horse whose heart will stop well before the finish line?

  • Reply to

    IBB down PACB up?

    by officegirl53 May 19, 2016 11:04 AM
    bohemianclubman bohemianclubman May 19, 2016 1:10 PM Flag

    On the program that I use I have about 30 pharmas or biotechs and the only two that are green are Pfizer and PacBio.

  • Reply to

    premium for june $12.5 option is

    by boja4 May 18, 2016 7:52 PM
    bohemianclubman bohemianclubman May 19, 2016 9:53 AM Flag

    Or perhaps, most bullish of all, someone could be buying the calls and selling the puts, of course it would have to be someone incredibly optimistic that the share price is going up. IMHO the option activity is indicating that someone, somewhere, is looking for a takeout.... I haven't followed the stock long enough to even know if that is a possibility

  • Reply to

    Large June option play

    by sporetrophic May 17, 2016 11:36 AM
    bohemianclubman bohemianclubman May 18, 2016 1:35 PM Flag

    The volume times that price times 100. 100 options at .50 in dollar terms is 100 times .50 times 100. That totals 5000 and isn't a huge bet, but not many just throw a dart and then spend 5K where it lands - someone believes they know something....

  • Reply to

    ? for future CEO's

    by bohemianclubman May 11, 2016 4:05 PM
    bohemianclubman bohemianclubman May 17, 2016 10:09 AM Flag

    Thanks Ad, I didn't realize 18 months was the threshold. I have been loading up since the current market cap is so incredibly low that any positive surprise or announcement could really propel these shares higher.

  • Reply to

    The EMA CHMP opinion is due within 30 days

    by arikaycerocks May 12, 2016 2:05 PM
    bohemianclubman bohemianclubman May 16, 2016 12:58 PM Flag

    I guess that if the open interest in the June options begins to spike it may be an indication that a decision is coming quickly. I've been watching some of the biotechs with pdufa dates and it seems as though the prices don't begin to fluctuate dramatically until just a couple of weeks before decision time.

  • bohemianclubman by bohemianclubman May 16, 2016 11:35 AM Flag

    is so great that I can't help but to comment. Like when arguing about short selling and blurting out to go study the uptick rule. The uptick rule was abandoned in 2006.

    Today Zake is told that in order to unwind a position this person had to "trade out."

    That sounds like something an experienced trader might say..... problem is that it means nothing whatsoever. A completely made up sentence based on an imaginary sequence of words that sound smart, but carry no meaning whatsoever.; None. Admittedly it was indeed the board clown at his best, and it doesn't get much better. I do apologize commenting to said critter, but admit that sometimes I simply can't resist...

  • bohemianclubman bohemianclubman May 13, 2016 1:00 PM Flag

    The Street Sweeper seems to have done their work and has determined the recent acquisition to be a bad one - only time will tell, but the article doesn't hardly mention the June potential approval of a drug to compete with what is currently a one billion dollar seller. FWIW The Street Sweeper was really negative on TRXC, and they turned out to be right , the company received a NO from FDA regarding it's SurgiBot to compete with ISRG's DaVinci system. Problem is that in the days leading up to the FDA's decision the shares ran from 3 to 6. These shares are likely to have a run into the FDA decision, and afterwards will really run with a yes and will really run in the opposite direction with a no.

  • Reply to

    EMA approval

    by dhowe80227 May 12, 2016 4:05 PM
    bohemianclubman bohemianclubman May 13, 2016 10:44 AM Flag

    That was actually a really good post and gets right to the bottom of why I personally always believed that Insmed was more likely than most to gain approvals. Making already approved products more effective, especially for lung diseases, among the most common disease in the world, can over time propel Insmed to be a big player. It has taken longer than the company or investors expected when the technology was purchased in 2000, and the big picture has surely been lost among the many trials faced to get arikayce approved, but a positive decision in Europe may well put that big picture into a sharper focus.

  • Reply to

    The EMA CHMP opinion is due within 30 days

    by arikaycerocks May 12, 2016 2:05 PM
    bohemianclubman bohemianclubman May 12, 2016 2:20 PM Flag

    lol, very well done!

  • Reply to

    Why would Norges Bank take a position in INSM?

    by arikaycerocks May 11, 2016 10:37 AM
    bohemianclubman bohemianclubman May 12, 2016 1:39 PM Flag

    I checked out Sovereign wealth funds on wikipedia as suggested, and do find it sort of awesome that the manager of the largest Sovereign wealth fund in the whole wide world recently took a position in our little Insmed. When I see someone of their stature, and headquartered in Europe where a decision is due shortly, I have to ask myself "why now?"

  • bohemianclubman bohemianclubman May 12, 2016 10:42 AM Flag

    100% agree, as a matter of fact some of the informative posts recently likely have much to do with the 24 hour per day outburst from what seems like 100 cloned ID's. When we have been told repeatedly that cystic fibrosis is dead, only to have you and bwd show otherwise, is something that easily could drive him to drinking, popping pills, and staying up for days simply to bury. Very sad - this descent into madness because of a message board would make a good episode of Black Mirror

  • Reply to

    ? for future CEO's

    by bohemianclubman May 11, 2016 4:05 PM
    bohemianclubman bohemianclubman May 11, 2016 4:24 PM Flag

    Well, it doesn't sound as though this is this particular franchisee's first rave.

  • bohemianclubman by bohemianclubman May 11, 2016 4:05 PM Flag

    Am I wrong to think that same store comps are only for stores that were opened during the same period a year ago when Pie 5 came into town as a novelty.... something new to try?

    I read about today's opening in Iowa right across the street from a college, and a 30% sales increase in an overall market that regards revenues as sacrosanct and felt good about the company. Heck, in my town new restaurant openings nearly always have lines out the door for a month, followed by lines to the door, followed by lines, followed by sometimes someone is in front of you in line... I personally find it difficult to get excited about comparable's for a few years. If franchisees are still liking the concept these shares seem to be on sale.

  • Reply to

    Why would Norges Bank take a position in INSM?

    by arikaycerocks May 11, 2016 10:37 AM
    bohemianclubman bohemianclubman May 11, 2016 1:30 PM Flag

    Thanks rocks, I find that interesting about Norges, especially their timing. I see that Redmile Group out of SanFrancisco also increased their position pretty dramatically. While not really well known Redmile did beat the S&P by 20% last year.

INSM
11.96+0.15(+1.27%)May 25 4:00 PMEDT