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Insmed Incorporated Message Board

bohemianclubman 16 posts  |  Last Activity: Feb 9, 2015 12:46 PM Member since: May 19, 2000
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  • bohemianclubman by bohemianclubman Feb 9, 2015 12:46 PM Flag

    That OPK has now moved up 5 full points since they announced that they are being paid 300 million from Pfizer upfront in a collaboration to develop a new growth hormone..... Pfizer says it is a 3 billion dollar business....

  • Reply to

    Skipping lunch to get a piece of the action...

    by jsblvbjb Jan 26, 2015 12:25 PM
    bohemianclubman bohemianclubman Jan 26, 2015 1:25 PM Flag

    It does seem like something may be up,, and it is starting to smell a bit like eggs, bacon, and burnt short toast

  • Reply to

    Strong movement today

    by visionquest08 Jan 26, 2015 10:15 AM
    bohemianclubman bohemianclubman Jan 26, 2015 10:46 AM Flag

    I like it to, and even though the Nasdaq Biotech Index is up a percent, INSM is up over 5%, if that 75 thousand shares traded was 750 thousand I would really feel like something was up....

  • Reply to

    It is certainly nice.....

    by insmhistorian Jan 22, 2015 2:12 PM
    bohemianclubman bohemianclubman Jan 22, 2015 3:31 PM Flag

    Hi H, i didn't know that Terry was gone..... I came down with that flu that is going around shortly after the New Year began then was so backed up with things that I haven't been over here for awhile. When you say not posting here do you mean for an hour, or for days?

  • bohemianclubman bohemianclubman Dec 26, 2014 6:26 AM Flag

    Well Dorian, repeating a post at 9p.m. On Christmas night says all we already know about the trader supreme....

  • bohemianclubman bohemianclubman Dec 24, 2014 12:34 PM Flag

    Terry,, you can obviously say anything that you want about arikace being dead for CF and iPLEX being...well, just dead.... All anybody here can do is disagree with you. Constantly telling us about 200 percent gains and your trading acumen when you refuse to accept a simple stock picking challenge makes you look like a big clown and a little boy. A massive liar and a miniscule person. A gargantuan obsessive and a microscopic.....oh well, it certainly doesn't matter because it certainly isn't going to change.

    Merry Christmas to All!

  • bohemianclubman bohemianclubman Dec 19, 2014 10:17 AM Flag

    Dorian, the 505b2 eligibility news is huge. It makes both takeouts and partnerships more likely. I'm still hoping for a partnership since I plan on holding these shares long term and any buyout at this time in my opinion would be miniscule compared to where the shares could trade in a couple of years. While clownboy keeps reminding us that CF will be a niche market, the overall market for lung drugs is billions upon billions.....and Insmeds liposome platform is finally leading us beyond the anti biotic market....

  • Reply to

    505(b)(2) approval pathway

    by rehdvm2004 Dec 17, 2014 11:17 AM
    bohemianclubman bohemianclubman Dec 17, 2014 1:40 PM Flag

    Well Robert, I couldn't agree more. At the Leerink conference the moderator asked Lewis if this product could use the 505b2 path to approval and he basically replied that it would be great if they could, but wasn't prepared to give a yes answer at that point in time.

  • Reply to

    126K premarket?

    by justarook04 Dec 12, 2014 9:27 AM
    bohemianclubman bohemianclubman Dec 12, 2014 10:43 AM Flag

    ROTFLMAO!! Meow, meow, meow.....

  • bohemianclubman by bohemianclubman Dec 12, 2014 10:03 AM Flag

    You have told all of us about your excellent calls on INSM about a dozen times the last couple of days and since you are never wrong, post a pick - long or short, then I'll post a pick and we will have a little challenge.....What are you afraid of? I'm often wrong and since you never are you should easily win... Right?

  • bohemianclubman bohemianclubman Dec 10, 2014 4:14 PM Flag

    Hi Blase, my point was simply that here is another huge pharma trying to get a drug directly to the lung, and Insmed has a technology that can get all molecules, large and small, directly to the lung. I have always felt that the liposome technology was as much a key to that now nearly four year old acquisition as the drug itself. I don't really know if aerosols can be encased in liposomes, but have always felt that anti biotics are just one class of drugs that could benefit patients by more efficient and targeted delivery...

  • bohemianclubman bohemianclubman Dec 10, 2014 3:16 PM Flag

    How about liposomal aerosol?

    The multi-year research program will evaluate a novel approach to improve the function of the defective protein associated with cystic fibrosis, called CFTR. The program is investigating a potential therapy that would be delivered to the lungs in an aerosolized form, with the goal of boosting lung function and decreasing the number and severity of lung infections in people with the disease.

  • bohemianclubman by bohemianclubman Dec 5, 2014 11:12 AM Flag

    While waiting for the Insmed filing, I haven't posted much at all because anything I really have to say would be directed nearly 100% at refuting the board clown,, which we all know is an exercise in futility....

    However, his post regarding iPLEX being a failed drug framed by a multitude of lies has so drawn my ire that I have to respond. He says: What was the side effect that stunted sales I asked? - Not one answer....LOL, did he really believe that other posters were going to have any interest at all in answering a question that he asked? Then he says , in caps, HYPOGLYCEMIA,, with an exclamation point! And he knows A PHYSICIAN who could have but refused iPLEX as an option. I was pleased to see a poster chime in with the fact that his child took iPLEX with success and no hypoglycemia, followed by Historian posting the actual PR Insmed issued with results of long term trials, and again hypoglycemia was not a problem,, but to even suggest that ALS victims refused iPLEX because of fear of hypoglycemia is so rediculous that I found myself clenching my teeth....

    The FDA allowed iPLEX to be used to treat ALS patients for the first time in early March of 2009, and by the end of July that same year Insmed announced that due to low supplies they would no longer be capable of making iPLEX available for ALS. Supply was the problem, certainly not demand,, and to suggest that anybody who suffers from this awful disease didn't want to try iPLEX because of worries about hypoglycemia is laughable, dishonest, and actually demonstrates this clowns total lack of humanity!

    I'm in the camp that iPLEX will be back, and I really believe there will, one day, be an iPLEX ALS clinical trial...and I could of course be wrong.... but posters that are newer here and believe in arikayce should not pay any attention to a single thing this person says regarding Insmeds "old" drug.

  • bohemianclubman bohemianclubman Dec 4, 2014 5:17 PM Flag

    Thanks H and Fasano!

  • Reply to

    What's the chances

    by lux19insm Dec 3, 2014 7:23 PM
    bohemianclubman bohemianclubman Dec 4, 2014 2:43 PM Flag

    Lol, your pattern of being more clownish than usual continues whenever iPLEX is brought up....

  • Reply to

    Schimmer now ranked 94th out of 3414 Analysts!

    by justarook04 Dec 3, 2014 8:09 AM
    bohemianclubman bohemianclubman Dec 4, 2014 10:00 AM Flag

    While I must admit that Insmed is also "my baby", I do frequently try to buy and sell other biotechs,, hopefully profitably. I never do this, but since posters are mentioning other holdings today...I will mention one also. Sopheris (SPHS) has a market cap of just 50 million and is still due to announce interim results of a current phase III trial for BPH - Benign Prostatic Hyperplasia before the end of the year. BPH is commonly referred to as an enlarged prostrate and wakes many in the middle of the night, often more than once. The company has about 30 million in cash and while I have no idea how good or bad the interim results may be - 14 million in the USA suffer from this condition and it seems as though good results could really propel this micro cap..... just my 2 cents for those that may be seeking a possible year end trade

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