Owner Name Date Shared Held Change (Shares) Change(%) Value(in 1,000s)
FMR LLC 06/30/2013 3,757,540 (961,750) (20.38) 40,769
RA CAPITAL MANAGEMENT, LLC 06/30/2013 2,433,319 0 0.00 26,402
BARCLAYS GLOBAL INVESTORS UK HOLDINGS LTD 06/30/2013 889,517 390,075 78.10 9,651
BAKER BROS. ADVISORS LP 06/30/2013 795,803 0 0.00 8,634
DEER VII & CO. LTD. 06/30/2013 772,240 (367,500) (32.24) 8,379
BLACKROCK FUND ADVISORS 06/30/2013 705,135 650,381 1,187.82 7,651
VANGUARD GROUP INC 06/30/2013 663,210 103,900 18.58 7,196
DEERFIELD MANAGEMENT CO /NY 06/30/2013 553,793 553,793 New 6,009
VISIUM ASSET MANAGEMENT, LP 06/30/2013 502,016 502,016 New 5,447
DEUTSCHE BANK AG\ 03/31/2013 370,000 362,590 4,893.25 4,015
STATE STREET CORP 06/30/2013 347,288 322,300 1,289.82 3,768
JPMORGAN CHASE & CO 06/30/2013 333,924 333,924 New 3,623
BROADFIN CAPITAL, LLC 06/30/2013 291,740 (75,500) (20.56) 3,165
BOGLE INVESTMENT MANAGEMENT L P /DE/ 06/30/2013 289,433 289,433 New 3,14
rehdvm2004 \\\| ...One thing they have to consider is going to a BID regimen and spreading out the amikacin effect. Looked at the charts and what was a total blind-side was the FEV1 values were comparable. They have to regain that lead effect if they are ever going to get "superiority" over TOBI. But now they have to pin their hopes on NTM
Pellizzari Christine....150,000 shares
by tippy_09137 • Jul 31, 2013 7:39 PM Flag
Stock Option-Right to Buy $11.14 7/30/2013 A 150000 7/29/2014 (1) 7/30/2023 (1) Common Stock 150000 $0 150000 D
Good lord, lux...there is no iPlex. If they were working on iPlex it would have to be included in the quarterly reports. Insmed is a private company, they cannot run a skunk works operation. Especially with an asset. If they were working it, they are required to disclose what they are doing. WL has stated explicitly that there is no effort at all being spent on iplex. If he were to secretly be working with iplex, and to maintain that iplex was DOA, he would be fired, prosecuted for fraud and thrown out of the business world forever.
There is no iplex.
I don't know why you continue to harp on iplex. You are the only one. And, you seem to gloam to it.
There is no iple
Reply to zake1/This nonsense needs to stop
This constant attack on the management, and BOD of INSM pertaining to a perceived insider trading
action has no actual merit. Everytime any poster tries to take this conversation back to the center in
relation to Arikase, a dissident poster attacks the conversation, and takes it back in the direction designed
to deflect focus on the positive acts of the company. This is being done to keep the price down, and to
control this public forum. Add to the fact that the poster involved can't distinguish ownership of stock, leads
one to believe this is a manipulative act. I feel that my investment is being threatened, and have taken
steps to protect it
insm_truth_teller • Aug 22, 2013 3:52 AM 2users liked this postsusers disliked this posts5Reply
There was an investigation, about 10 years ago. Verdict - Wall Street was guilty. Did you ever stop and think who the main underwriters were for last month's stock offering? Right, the same firms putting out those price targets. It wouldn't surprise me if the investment bankers getting the underwriting fees had their office one door down the hall from the guy who penned the analysis. Nothing has changed on Wall Street. The fees have been earned by the bankers, the money's been raised by the company, now the shareholders will be left holding the bag. One whiff of bad news (safety concerns?) and that $24 target becomes a $4 target.
Just like during the internet craze and the WorldCom/ Tyco/ Adelphia era, if you're basing your investment decisions on Wall Street's "sell side" research, Caveat Empto
While the negotiations about CF/Pa go on, the emphasis for Arikace has clearly shifted to NTM. WL is an excellent speaker who keeps hammering the strongest points about Arikace:
1. Once per day. Guarantees that patients will receive treatment.
2. Neutral distribution to the lungs for thorough distribution.
3. Uptake by fixed macrophages where the NTM offending bacteria are concentrated.
4. Improved quality of life by virtue of decreased bacteria (most likely, but not shown YET), improved FEV1 and "feeling better."
5. These therapeutic improvements among the worst NTM patients that have just come off 6 months of other therapy.
6. And 25 of 81 plus have elected to continue under EAP.
For the first time also, WL stated that they are discussing results biweekly with FDA.
If I was under Dr. Kenneth Oliviers staff and the "qualitative clinical data" was that encouraging, I would ask to unblind a statistically significant subset of data (the first 50 patients) and look at the primary therapeutic effect . . . decrease in NTM. Like most infections, the earlier the infection is treated, the less lung damage. Lungs scar with chronic infections and scars never function as normal lung again. So if the first time a patient is cultured positive for NTM and treated with Arikace, the probability is they might get treated again in 6 months, but the chronic lung scaring would be averted.
Exactly\\ too much hot money piled into the bond market over the past four and a half years, encouraged by Fed policy. And now the same investors who piled into bonds are getting crushed. So they're yanking money out by the truckload. It's as simple as that. It was now or never for Insmed. Mr.Lewis had no choice.The price was lowered because the results were lowered
Reply to Unable to estimate at this time tom.berry169 • by insm_truth_teller •Aug 21, 2013 8:58 PM
insm_truth_teller • Aug 22, 2013 4:10 AM 3users liked this postsusers disliked this posts5Reply
That question is way above my pay grade. There are far too many variables for me or any rational human being to come up with an estimate. FDA approval is never a slam dunk (see DVAX in November 2012 and Feb 2013 for a superior drug that was involved in a 4,500-patient Phase III trial).
In a perfect analytical world, a stock's value is based on a stream of future cash flow. Approval, potential future competitors, actual performance of the drug after it's been approved, price level for treatment, acceptance by the medical community and by patients - there are a lot of moving parts.
My previous post wasn't so much about valuation as it was about the incestuous way Wall Street works. Company shows an interest in raising $ through a stock offering, investment banks bid for the business, analysts at said investment banks put out research to justify the offering, stock gets peddled
blasedp31 • Sep 17, 2013 5:01 PM Flag
5users liked this postsusers disliked this posts1Reply
CDC Director Warns Antibiotic Pipeline "Nearly Empty"
Antimicrobial resistance is on the rise in the U.S. and elsewhere, and healthcare providers are running out of drugs in their arsenal to combat some pathogens, leaving patients vulnerable to dangerous infections, according to a new federal report.
In a telebriefing Monday, Centers for Disease Control and Prevention (CDC) Director Tom Frieden said, essentially, microbes have outsmarted current therapies available for bacterial infections.
"If we are not careful, we will soon be in a post-antibiotic era. In fact, with some microbes and bacteria, we are already there," Frieden said. He went on to say that the pipeline for new antibiotics is "nearly empty for the short-term" and that new, approved therapies could be nearly a decade away.
Annually, at least 2 million people in the U.S. acquire serious infections with bacteria that are resistant to one or more of the antibiotics designed to treat those infections, and at least 23,000 of those die as a result of infection, according to a report released Monday by the CDC. Most of these infections--including E. coli, salmonella, Shigella and C. difficile--are acquired in healthcare settings, such as hospitals or nursing homes.
Last year, Congress enacted the Generating Antibiotic Incentives Now (GAIN) Act, which provides drugmakers with an additional 5 years of exclusivity for qualifying new antibiotics, under the Food and Drug Administration Safety and Innovation Act (FDASIA). But some say more measures are needed to help overcome the economic and regulatory barriers to antibiotics development.
"The new CDC report highlights the serious threat that antibiotic resistant infections pose to patients and public health, and underscores the need for new drugs to treat these deadly infections," Amanda Jezek, vice president for public policy and government affairs at the Infectious Dise
checksurshorts • Sep 13, 2013 5:03 PM Flag
7users liked this postsusers disliked this posts99Reply
From NTM Forum
This post is from ntminfo dot org. I won't post the screen name because you need to sign up to view. This is of course just one persons experience so keep that in mind. I hope this is a viable option for these patients.
"Negative at last
Just thought I'd share the fact that, at the end of my trial on Arikace, my sputum tested negative. That's the first time in 4 years I've ever had a negative result! Woohoo!
Edited By: xxx
"Re: Negative at last
If things continue to go well with others on the trial, maybe they'll fast track the drug so more people can see if it works for them. So wonderful to have another option when the Big3 don't do the trick. Thanks for all the "congrats"
In the report, Leerink Swann noted, “With potentially pivotal but simultaneously proof-of-concept Arikace non-tuberculous mycobacteria (NTM) data imminent in 1Q:14, we have performed additional MEDACorp KOL checks and a more rigorous assessment of the TARGET protocol and have come away more bullish on Arikace's ability to generate an approvable portfolio of clinical data. We believe that some on the Street have been wary investing ahead of TARGET since its primary efficacy measure has never been utilized to support a drug approval. However, our additional due diligence has rendered us more confident as specialists highlight the diagnostic importance of sputum culture analyses, the clinical relevance of TARGET's secondary endpoints, and the seriousness of the NTM cases afflicting TARGET's patient population which could lower the bar for trial success. Reiterate OP rating on INSM and $22 PT in 12 months
Sorry, but this MB makes me laugh. Anyone who thinks that a secondary should be based upon analyst ratings is lost. These ratings are provided to help understand the longer term future of the stock and should be taken with a grain of salt as most analysts are loyal to their company and their company ONLY. They don't care about retail trader Joe.
The run up in May was WAY overdone. Think about it, a 50+% increase since mid May and 100+% since February. What did you people expect? This thing was trading at less than $6 six months ago and you all thought it would reach $20 in a millisecond. The run up was due to anticipation of the results, nothing more. As "compelling" as they were, they were not good enough to keep the stock trading at the $12-13 level as questions still exist as to the future.
And the secondary...look at the moving averages, about where it should have been. Please stop with these allegations and look at the big pict
skinsurge • Oct 3, 2013 9:55 AM Flag
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As a physician, I can tell you that you are wrong. Pharm reps can't discuss off label use, but physicians that ask about it are directed to a research specialist in the company, who then sends info including article reprints.
The rating of Insmed Incorporated (NASDAQ:INSM) moves up this week, rising from a C to a B. Insmed develops and commer
cializes drugs that treat metabolic diseases, endocrine disorders and oncology. For more information, get Portfolio Grader’s complete analysis of INSM stock.
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trp11 • Oct 3, 2013 4:13 PM
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nearly 3000 Nov and Feb puts bought today. what's that about?
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giggleeye • 13 hours ago
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thats my PLAY! WATCH AND LEARN
1 Reply to giggleeye
giggleeye • 13 hours ago
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Push it down fellas and you fellas have made me $900.00 today alone! Giggle Giggle
terry_insm • Oct 3, 2013 10:21 PM
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Judging by the size,it could very well be a long position insurance put. Using put protection is a wise stock investing strategy.
scan_digger • Oct 3, 2013 7:16 PM
0users liked this postsusers disliked this posts8Reply
I would call it a put-selling frenzy, because way more contracts transacted at bid or below (814) than at ask or above (215). When you sell a put to a nervous nelly on a market day like today, you're betting that that put option will expire worthless (to the buyer) and you (the seller) will pocket... More
2 Replies to scan_digger
trp11 • Oct 4, 2013 12:03 AM
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you're wrong -- it was buying.... at the ask
New posting on NTM - user, very promissing!!
Tiger, I opted not to treat because I didn't feel that bad, for fear of side effects, and for the fact that even with 2 years of treatment, it frequently comes back. I see a pulmonologist once a year and so far no progression. There is a new drug, Arikace, that is very promising and has no side effects, but it is still in trials and will likely be taken with 2 of the nasty drugs, at least until there is more data.
most drugs only get approved for human label copy, but most are preclinically tested in animals to establish safety. The net result is the criteria for off label use are easily met:
1. The drug needs to be a pharmaceutical grade approved product;
2. There needs to be a reference for the use in the species (Paul Flecknell and various Veterinary Pharmacology books provide the references);
3. There needs to be a written protocol for the drugs use (dose, duration, route of administration, etc.); and
4. The owner must sign an informed consent form.
With these in hand, a veterinarian can prescribe any drug for any animal species.
The guidelines were published by the AVMA 50 years ago and have been revised several times.
I would suggest the AMA has similar guidelines because those were published after the Nuremberg Trials in 1945. Informed consent dates from the trial of Judge Ernst Janning following WWII. This judge said it was acceptable to perform "medical" procedures that were not approved for medicine without informed consent. This trial and this fact have been the basis for performing medical procedures on humans ever since.
If you also remember, TOBI had a major fine because Novartis sales people were touting its use off label. That is not a doctor's prescription.