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Insmed Incorporated Message Board

bohemianclubman 48 posts  |  Last Activity: Oct 23, 2014 11:24 AM Member since: May 19, 2000
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  • Reply to

    please help me here

    by hubby_14508 Oct 2, 2014 8:27 AM
    bohemianclubman bohemianclubman Oct 2, 2014 9:53 AM Flag

    hubby, there does seem to be a big disconnect, and finding these situations is a way to achieve big gains. Of course an investor really has to believe that the price is genuinely a disconnect to future revenue and earnings streams. I do, obviously some don't.

  • Reply to

    Not sure why this was deleted??

    by insmhistorian Sep 29, 2014 7:21 PM
    bohemianclubman bohemianclubman Sep 30, 2014 1:27 PM Flag

    But you won't accept a challenge from a novice like myself....

  • bohemianclubman bohemianclubman Sep 27, 2014 8:17 AM Flag

    Wow, 4am Cali time.....can you say obsession!!!

  • bohemianclubman by bohemianclubman Sep 25, 2014 4:22 PM Flag

    by the name of LipoScience was up 60% today because of a takeover offer from Lab Corp. Their ticker is LPDX.....The company doesn't have anything in common with Insmed, but since they have Lipo in their name and our lead product is liposomal,,, it may have helped a bit today

  • Reply to

    With all the Bio acquisition taking place...

    by dorianrivers21 Sep 24, 2014 9:40 AM
    bohemianclubman bohemianclubman Sep 24, 2014 10:25 AM Flag

    Dorian, despite what the master trader on this MB says, Intermune began 2014 with a market cap similar to INSM and then rocketed over 700% and now has a cap of 7.5 billion. The company has European approval but failed previously to gain US approval for their lung drug. (Although they likely will in November) IMO, Insmed has already been approached as big pharma would not only be purchasing a drug, but a technological drug platform as well as future rights to that long dead and buried drug iPLEX....lol.... INSM remains a company with a story very misunderstood by the overall market, but likely very well understood by strategists at major pharmas worldwide.This is one of those stories where the waiting is no fun, but IMO still has an ending similar to Intermune. As always, time will tell, and I am just posting my honest opinion.

  • Reply to

    Analyst Coverage Outdated

    by justarook04 Sep 22, 2014 9:20 AM
    bohemianclubman bohemianclubman Sep 22, 2014 10:17 AM Flag

    Hi Rook, I'm not sure who is responsible for keeping the information updated, but I believe that Anne Marie Fields is under contract to serve as IR spokesperson for Insmed whether she receives 1 or 1000 calls so it may make sense to start with her.

  • Reply to

    The Terry challenge

    by bohemianclubman Sep 10, 2014 10:09 AM
    bohemianclubman bohemianclubman Sep 12, 2014 9:35 AM Flag

    Well, apparently you won't accept my challenge and I have to be doing a little traveling until next Wednesday. Think about it, your decline is very telling and I will renew my challenge when I return. You aren't looking like the master trader that you claim to be, but much more like another name for a cat....

  • Reply to

    reppost LOL Short @ .78 LOL

    by terry_insm Aug 13, 2014 9:53 AM
    bohemianclubman bohemianclubman Sep 11, 2014 11:17 AM Flag

    How many times are you going to tell this board what you did in the past?

  • Reply to

    2000 Nov 16 calls sold late afternoon

    by trp11 Sep 9, 2014 4:59 PM
    bohemianclubman bohemianclubman Sep 11, 2014 11:07 AM Flag

    Jad, which site are you going to for the daily short stats? thanks.

  • Reply to

    A few calls

    by terry_insmed Sep 11, 2014 9:18 AM
    bohemianclubman bohemianclubman Sep 11, 2014 9:38 AM Flag

    Thats all fine Terry, we all know that when it comes to INSM ALL of your calls were negative and the company has had some FDA setbacks. It is a little early to call Pipers call rediculous - as I have pointed out the same analyst put a 92 dollar price target on GWPH when it was in the 30's and after a few months it went on a wild ride to over 100. That said, tell us what to trade today when we can all see the current price. I said that I would do the same. Is that really to much to ask from a master trader like yourself?

  • Reply to

    The Terry challenge

    by bohemianclubman Sep 10, 2014 10:09 AM
    bohemianclubman bohemianclubman Sep 10, 2014 9:52 PM Flag

    lol, Terry has often mentioned stocks that were big movers, the only problem is that he mentions them after they make that big move, which, of course, anybody that can read could do

  • Reply to

    2000 Nov 16 calls sold late afternoon

    by trp11 Sep 9, 2014 4:59 PM
    bohemianclubman bohemianclubman Sep 10, 2014 12:25 PM Flag

    Jad, if a group bought that many shares they may just be writing calls against 200000 shares and collecting a better than 5% premium and another 15% if the shares are called at 16. If it was a naked sell then it is a very bearish and also very risky move.

  • Reply to

    2000 Nov 16 calls sold late afternoon

    by trp11 Sep 9, 2014 4:59 PM
    bohemianclubman bohemianclubman Sep 10, 2014 11:42 AM Flag

    Thanks trp, I only had access to yahoo options yesterday and saw that the open interest was only 46, but didn't know that yahoo doesn't update open interest until the next day. That being the case I'm not sure I would consider it bearish, but it certainly isn't bullish.

  • bohemianclubman by bohemianclubman Sep 10, 2014 10:09 AM Flag

    Hi Terry, I plan on holding INSM for a long time, but I do trade other stocks frequently. IMO, you often find a stock that has had a huge move, and then let us all know that you were in. Here is the challenge... let us know what we should trade today. If you post your pick and the current price, I will post my pick and the current price. Deal?

  • Reply to

    jesse

    by hubby_14508 Sep 10, 2014 10:00 AM
    bohemianclubman bohemianclubman Sep 10, 2014 10:03 AM Flag

    Well hubby, maybe when Dreschler presents in about 20 minutes?

  • Reply to

    2000 Nov 16 calls sold late afternoon

    by trp11 Sep 9, 2014 4:59 PM
    bohemianclubman bohemianclubman Sep 9, 2014 5:37 PM Flag

    It looks to me as if a short position was covered. (Closing position) bullish move

  • bohemianclubman bohemianclubman Sep 9, 2014 10:30 AM Flag

    rehvdm, some things don't change and you are still so full of yourself it is hard to bear.... I suppose that since you have everybody on ignore you wouldn't know that several of us have been saying that since day one - on the company website, they were saying that the liposomes would work on large and small molecules, dry powders, etc. etc.... bwd and myself have said to look for new medications using the liposomes for years...and when you asked WL about a master file on a conference call he didn't even know what in the world you were talking about.... Who brags on a message board anyway besides the numero uno clown??? Go back to promoting ARDM on their board,,, it doesn't appear like those poster have discovered the real you yet!!

  • bohemianclubman by bohemianclubman Sep 4, 2014 1:11 PM Flag

    I always enjoy bwd's occasional posts. He tends to offer some insight which often hadn't even occurred to me. Yesterday he commented on PAH, saying that yes, it likely would require a trial, but that the trial could be put together and scaled easily. Today, terry says that the path to approval would be expensive and time consuming. I just don't know who to believe? lol, lol. Also, ARDM got fast track approval today for non CF bronchiestasis. I went to their message board for the first time ever, and there was rehvdm..... singing the praises of the company in his standard "I'm the wisest person on earth" lingo, another lol.. For some of the newer readers and posters here, arikace did successfully complete a phase II for the same indication several years ago.

  • Reply to

    PR Hot from the wires

    by ries123 Sep 3, 2014 8:17 AM
    bohemianclubman bohemianclubman Sep 3, 2014 10:49 AM Flag

    Not a lot of holders may know this, but prior to the acquisition by Insmed the former Transave had planned on arikayce being strictly a new delivery method for amikacin, but was forced by the FDA to label it and test it as a brand new drug. As we have already seen, the EMA doesn't always do what the FDA does. Your question, IMO, is unquestionably a valid one!

  • bohemianclubman by bohemianclubman Aug 29, 2014 7:40 AM Flag

    They just updated the ROP trial on clinical trials.gov. And expect to have phase II finished in March. ROP is devastating in some third world countries and the leading cause of blindness in children in developed countries. Strong results in the phaseII In which I personally expect nearly a 100 percent success rate may lead to very early approval. Shire payed INSM 11 million for all rights to ROP, using iPLEX, but will have to get larger quantities of the drug manufactured upon approvals. All along this was INSM's plan - to let a larger pharma get the very expensive manufacturing process going for one indication and then get additional trials going on a plethora of neurodegenerative diseases! How do I know this? I don't, but it makes to much sense! The biggest drawback concerning INSM running additional trials using iPLEX was always the high cost of having it produced.

INSM
14.27-0.06(-0.42%)Oct 24 3:59 PMEDT

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