Repost of terry_insm trade this morning. Did you delete it kvncmcdd (sic) .We understand why
terry_insm • " I hope those thumbs were for the $ 3160 I ( buy 2k @21.90 ) sold in less than half an hour ! ....Volume is not confirming but another drop is probable so Ill just go surfing!........." ( INSM then dropped 7.2%)
American trade journal report . Right after CEO said the filing was delayed and Insmed may drop CF in Europe.
Iam completely out of INSM for now. My target was always $26 and with the recent uncertainty I had to take the profits and leave the table.
I may be back, but it depends on the execution of management. I agree with others that new M&A.is needed
Lewis hasn't steered a ship this big before. Perhaps he can step up and handle the task of getting arikayce to market, but I'm not certain. He's fine for M&A.
Like others, I'm not understanding the length of the delay. This is what led me to believe that an M&A process was being pursued. However, my logic is a bit faulty because Uli should have been able to sell the company if the goal was indeed to sell the company.
This means that they either couldn't get the desired valuation or they REALLY ARE planning to go to market alone.
Going to market alone is of course the most lucrative pathway, but is also the riskiest. I don't foresee any obvious issues with the FDA, but FDA
panels make me nervous have brought a lot of hype to the stock and good opportunities to exit.
There are many potential catalysts over the next 12 months. In the next year, we expect data readouts for a
Phase 1 trial for JCAR015 in adult ALL, Phase 1/2 data for JCAR017 in pediatric ALL, Phase 1/2 data for
JCAR014 in adult B-cell malignancies, Phase 1/2 data for JTCR016 in adult AML, and Phase 1 data for
JCAR018 in pediatric ALL/NHL. Juno expects to start more than 10 studies with several candidates in both
liquid and solid tumors in the next year. Importantly, the pivotal Phase 2 study for JCAR015 in adult ALL is
expected to start before year end.
The initial Phase 1b Juno/MedImmune combination study is also expected to begin by the end of 2015
jad9000 • "I'm currently in discussion with the global Stop TB Partnership, advising them how they should redesign their various therapeutic regimens now that Arikace is available.When they've finally grasped what they should be doing I'll get in touch with Insmed and give them the benefit of my advice."
I keep saying $500 very soon
and bigger than AMGEN