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Insmed Incorporated Message Board

dirtystockbird 270 posts  |  Last Activity: Sep 29, 2014 6:33 PM Member since: May 5, 2000
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  • dirtystockbird by dirtystockbird Aug 27, 2014 10:06 AM Flag

    Off topic traders, anyone play CPRX? I just started my DD on this one..I notice significant insider buying. Anyone here play it short or long term?

  • Reply to

    Oh comeon guys Who is running this up?

    by adlyparis Aug 26, 2014 11:27 AM
    dirtystockbird dirtystockbird Aug 26, 2014 12:19 PM Flag

    I have sold off all of my trading shares at 6.96...Still have plenty of core. I hope to get some more trading share lower again. If not, I still "win" with my core...Trying to make money both ways in the interim until the big pay day

  • Reply to

    Oh comeon guys Who is running this up?

    by adlyparis Aug 26, 2014 11:27 AM
    dirtystockbird dirtystockbird Aug 26, 2014 11:57 AM Flag

    a lot of short interest...hedge funds will protect themselves with options...but the average retail short investor, not so much. Just goes to show that this will move up with even just a small amount of buyers

  • Reply to

    will we see $6...ever?

    by fullscopewest Aug 18, 2014 5:24 PM
    dirtystockbird dirtystockbird Aug 18, 2014 8:25 PM Flag

    the day of the Ukraine "attack" on Russian convoy I saw multiple large blocks from the 6.17 area all the way down to 5.75. I dont think we will get back that low again...Maybe 6.30 ish...but thats about it...of course just my humble opinion

  • Reply to

    Hit the deck shorties

    by dimbulb000 Aug 18, 2014 1:16 PM
    dirtystockbird dirtystockbird Aug 18, 2014 1:32 PM Flag

    nah heck with the pom poms...just trade it...we are not significant

  • Reply to

    6.76 huge ask taken out

    by dirtystockbird Aug 18, 2014 12:05 PM
    dirtystockbird dirtystockbird Aug 18, 2014 1:23 PM Flag

    no Im not one of those posters...just me.

  • Reply to

    6.76 huge ask taken out

    by dirtystockbird Aug 18, 2014 12:05 PM
    dirtystockbird dirtystockbird Aug 18, 2014 12:11 PM Flag

    yeah I just saw your post lol...I was putting more wright on the L2 blocks than the charts...but all the same!

  • dirtystockbird by dirtystockbird Aug 18, 2014 12:05 PM Flag

    I shave a few of my trading shares from low 6's but still have many...Didnt think it would take 6.76 out...If it closes above there with volume we should be good until 7.28 ez

  • Reply to

    Once again

    by stilllondgo Aug 15, 2014 3:49 PM
    dirtystockbird dirtystockbird Aug 15, 2014 4:13 PM Flag

    This is pretty close to the bottom if we haven't hit it already. On a capitulation day MAYBE 5.75. Lots of upside from here with limited downside. It is going to take a little while, but should get more active as we approach the September meeting.

  • Reply to

    Once again

    by stilllondgo Aug 15, 2014 3:49 PM
    dirtystockbird dirtystockbird Aug 15, 2014 4:02 PM Flag

    shut up researcher...:) you are staying around. I picked up some more shares at 6.32. nice little bump of change before the weekend. Would have got lower if I could have hit the order quicker. I have been able to add 50% more to my position at 6.21 6.32 and 6.39...

  • Reply to

    Researcher...

    by paulanthony00766 Aug 15, 2014 9:08 AM
    dirtystockbird dirtystockbird Aug 15, 2014 9:34 AM Flag

    Why would Researcher do that? Come on man...You know who's who on the board. Once you filter through the static, there is good discussion to be found here.

  • Management Helped Facilitate 13 Combined Buyouts
    We always stress about the importance of strong management. A common saying among successful investors is, "You don't invest in a company, you invest in its people." We believe this is one of the most important tenants of investing and always look for small-cap companies with experienced management.

    AcelRx has assembled a management team that has extensive experience in managing small-cap biotech companies. This team of management and board of directors have led small cap companies into profitability, and many into buyouts. In fact, the management team has been involved in thirteen different acquisitions. Below are the most notable members and their respective acquisition activity:

    Adrian Adams, Chairman of the Board
    1. Sold Inspire Pharmaceuticals to Merck & Co. (NYSE:MRK): Mr. Adams served as President and Chief Executive Officer of Inspire Pharmaceuticals, Inc. Merck bought out Inspire for $430M, or a 26% premium over the current share price.

    2. Sold Sepracor to Dainippon Sumitomo: Mr. Adams served as President and Chief Executive Officer of Sepracor Inc. Dainippon Sumitomo bought out Sepracor for $2.6B, or a 48% premium over the current share price.

    3. Sold Kos Pharmaceuticals to Abbott Laboratories (NYSE:ABT): Mr. Adams served as the President and Chief Executive Officer of Kos Pharmaceuticals, Inc. Abbott Laboratories bought out Kos Pharmaceuticals for $78 a share, or a 56% premium over the current share price.
    Richard King, President And CEO
    4. Sold Tercica to Ipsen: Mr. King served as President and General Manager of Tercica. Ipsen bought out Tercica for $404M, or a 104% premium over the current stock price.

    5. Sold Kos Pharmaceuticals to Abbott Laboratories: Mr. King served as Executive Vice President of Commercial Operations of Kos Pharmaceuticals, Inc. See above section for details on that buyout.

    6. Sold Solvay Pharmaceuticals to Abbott Laboratories: Mr. King served as Senior Vice President of Commer

  • dirtystockbird dirtystockbird Aug 14, 2014 12:27 PM Flag

    did you hold any through PDUFA? Good to see you around

  • Reply to

    Management Not Looking Like They Want To Sell

    by researcher33 Aug 14, 2014 9:57 AM
    dirtystockbird dirtystockbird Aug 14, 2014 11:10 AM Flag

    They have always stated they will look for an Asia/South America partner for Zalviso. Also made it very clear on conference call that they will not move ARX02 or ARX03 forward into Ph3 without partnership, once they find a deal with mutual benefit.

  • Reply to

    Management Not Looking Like They Want To Sell

    by researcher33 Aug 14, 2014 9:57 AM
    dirtystockbird dirtystockbird Aug 14, 2014 11:01 AM Flag

    Researcher, we don't want them to sell post CRL, or pre PDUFA #2, anyway. Once they get that approval we will see a significant premium on acquisition. There are several articles out there on the subject of mgmt and their acquisition history, but do a quick search on Adrian Adams, the Head Board of Director. :)

  • Reply to

    Dirty Guess What Just Happened

    by researcher33 Aug 13, 2014 4:41 PM
    dirtystockbird dirtystockbird Aug 13, 2014 7:03 PM Flag

    The only advantage ACRX has is that they will be able to generate sales in quick order. They have already created relationships and started to put regional sales managers on staff. In some of their conference materials you can see they have a high percentage of earlier adopters to replace IV PCA. But in the end, yes it will be governed until sales roll in. The only wild card would be possible buyout premium once approval risk is off the table.

  • dirtystockbird by dirtystockbird Aug 13, 2014 5:39 PM Flag

    I think low 6's is about the bottom, maybe high 5's if it capitulates. Remember mid 2013 ACRX ran up into double digit PPS and sold off into 6's and see below what Perceptive did. I expect the same may be in order soon.

    Nov 7, 2013 PERCEPTIVE ADVISORS LLC
    Beneficial Owner (10% or more)
    100,000 Indirect Purchase at $6.50 per share. 650,000
    Nov 6, 2013 PERCEPTIVE ADVISORS LLC
    Beneficial Owner (10% or more)
    100,000 Indirect Purchase at $6.52 per share. 652,000
    Nov 4, 2013 PERCEPTIVE ADVISORS LLC
    Beneficial Owner (10% or more)
    155,000 Indirect Purchase at $6.84 - $6.88 per share. 1,063,0002
    Nov 1, 2013 PERCEPTIVE ADVISORS LLC
    Beneficial Owner (10% or more)
    160,660 Indirect Purchase at $7.17 per share. 1,151,932
    Oct 31, 2013 PERCEPTIVE ADVISORS LLC
    Beneficial Owner (10% or more)
    200,000 Indirect Purchase at $6.69 per share. 1,338,000

  • Reply to

    Dirty Guess What Just Happened

    by researcher33 Aug 13, 2014 4:41 PM
    dirtystockbird dirtystockbird Aug 13, 2014 5:21 PM Flag

    agreed, but at what point do they take their profits? I would think some of them would cover soon since we are near the 52 wk low. They have time and other hedging options of course. Although shorting un-american :) , shorts can be very smart in their tactics to make money

  • Reply to

    Dirty Guess What Just Happened

    by researcher33 Aug 13, 2014 4:41 PM
    dirtystockbird dirtystockbird Aug 13, 2014 5:18 PM Flag

    Hey Researcher - Thanks again for the recap. I can't wait to hear the replay. As discussed on their Quarter End conference call, they have a busy conference schedule the remainder of the year. It sounds like they did a real good job today with more transparency; therefore, we should see more positive flow.

    Quick question on one of your comments, "they don't believe there is anyway in hell that the fda will issue a Class 1 designation and the other 10 percent don't know what the hell we are talking about" - are you implying that they will cover bc they are SURE it is a class 1?

  • Reply to

    Dirty Guess What Just Happened

    by researcher33 Aug 13, 2014 4:41 PM
    dirtystockbird dirtystockbird Aug 13, 2014 5:14 PM Flag

    oh and for full disclosure, I have a fairly large core of shares in ACRX that I hold in addition to trading shares.

INSM
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