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Kinder Morgan Energy Partners Message Board

jad9000 71 posts  |  Last Activity: 8 hours ago Member since: Nov 3, 2004
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  • Reply to

    JPM Conference

    by bohemianclubman Jan 15, 2016 11:12 AM
    jad9000 jad9000 Jan 15, 2016 11:58 AM Flag

    So, given the prior ratios of potential patients in the EU, Japan and the US we are now well over 500,000 and climbing at 10% each year just in these markets. At $60,000 per patient per year that's a lot of money. Imagine a 25% market penetration at $40,000 per patient - $5 billion in worldwide sales.

    Sentiment: Strong Buy

  • Reply to

    Does this have a floor?

    by toscrawford Dec 11, 2015 9:56 AM
    jad9000 jad9000 Jan 15, 2016 6:46 AM Flag

    You are correct. They will increase the dividend. They will also likely unload more of their un-strategic assets as well and add another billion of two to their cash balance. They might actually consider buying back shares as well with the cash is excess of their capital needs. It is dirt cheap right now with zero rationale for the current share price except classic Wall Street sector manipulation.

    Sentiment: Strong Buy

  • Average daily short sales volume this week is around 60%. No selling but just a lot of shorting. This looks like exactly what happened in Q3 last year. They dropped the share price and at the same time institutions added almost 2 million shares. Amazing to watch Wall Street work over a stock.

    Sentiment: Strong Buy

  • Reply to

    Scared?

    by farmboyva Jan 13, 2016 2:39 PM
    jad9000 jad9000 Jan 13, 2016 2:46 PM Flag

    Market is reactng to State of the Union speech that was 100% disconnected from reality. Elevem more months of pure insanity between current policies, the election, the Fed idiocy and global risk. Not pretty is it?

    Sentiment: Strong Buy

  • Reply to

    Sustain dividend

    by messjim123 Jan 11, 2016 11:18 AM
    jad9000 jad9000 Jan 11, 2016 10:18 PM Flag

    They have sufficient cash and assets they need to actually dispose of to meet their capital requirements and fund their distributions so this is a non-issue. We are also moving toward a pretty substantial export business for natural gas which will benefit them greatly. I finally expect cash flow to continue to rise. Again, non-issue. This is all hedge funds trying to get back all the money they've been losing for close to a year now.

    Sentiment: Strong Buy

  • Reply to

    February 1........

    by insmhistorian Jan 8, 2016 4:08 PM
    jad9000 jad9000 Jan 11, 2016 4:02 PM Flag

    Well, he certainly had done zero to support the share price with his manana attitude about going to market sooner than later or actually putting out a press release. But, the good thing is he can now but his 50,000 shares much cheaper. Good for him, ,bad for us.

    Sentiment: Strong Buy

  • Reply to

    Makes no long term sense!

    by thinkabout086 Jan 4, 2016 3:22 PM
    jad9000 jad9000 Jan 5, 2016 10:46 AM Flag

    The average daily short sales volume over the past three days is around 56% so shorting is responsible for the drop. At the same time we have seen this controlled up and down movement institutions like Blackrock have substantially increased their holdings. Institutions were already sitting at 91.66% last reporting period. What's it going to be now? Between the option pool and insiders - together adding up to around 7% + of shares we are now pushing close to 99% of shares owned by institutions, insiders and the option pool. And, of course, around 7% of all shares are being shorted. This will get more and more interesting - especially if we get any kind of good news.

    Sentiment: Strong Buy

  • Reply to

    Makes no long term sense!

    by thinkabout086 Jan 4, 2016 3:22 PM
    jad9000 jad9000 Jan 4, 2016 6:05 PM Flag

    The daily short sales volume ratio was 58.7% today and has been over 60% twice in the past five days. Someone is royally jerking around the share price. Note the end of day 90,000 share down tick in the lat minutes today.

    Sentiment: Strong Buy

  • Reply to

    Insmed website......

    by insmhistorian Jan 1, 2016 2:44 PM
    jad9000 jad9000 Jan 4, 2016 12:35 PM Flag

    All the Shire website says is that they manufacture "all over the world".

    Sentiment: Strong Buy

  • Reply to

    Insmed website......

    by insmhistorian Jan 1, 2016 2:44 PM
    jad9000 jad9000 Jan 4, 2016 8:42 AM Flag

    I think that is true for the US market but not for the EU of the rest of the world. And, Premicure is not being manufactured in the US so not subject to this agreement.

    Sentiment: Strong Buy

  • Reply to

    Insmed website......

    by insmhistorian Jan 1, 2016 2:44 PM
    jad9000 jad9000 Jan 3, 2016 8:27 PM Flag

    Go to drugpatentwatchdotcom, register and go to the patent expiration section for Increlex. Or, you can just look at the bar graph on the non registration required page and you will see two expiring patents - one actually late in 2016 and the other late 2017. The one that matters is in October 2017.

    Sentiment: Strong Buy

  • Reply to

    Insmed website......

    by insmhistorian Jan 1, 2016 2:44 PM
    jad9000 jad9000 Jan 2, 2016 4:43 PM Flag

    They cannot mention Iplex until October 2017 when the settlement agreement expires.

    Sentiment: Strong Buy

  • Terry has reach yet a new low in delusions, schizo lying. - claiming Insmed dropped CF years ago. Just how delusional is this freak show anyway. As we all knew, CF was causing Insmed to delay their filing while simultaneously lowering their profits. They finally dumped CF but it cost them a few months while making the decision. Back on track now with EMA approval just a months away. CF would have been a huge drag on sales revenue and profits, Good that they pushed it to the background.

    - Number of CF patients equals roughly 80% of NTM patients.
    - Number of CF patients who also suffer from NTM is roughly 20%.
    - Number of competing drugs for CF is four to five
    - Duration of CF treatment days indicated by Insmed is six months per year - quarter on, quarter off
    So we have 80% of the NTM market, of which we get 20% automatically through NTM use
    We get possibly 1/4 of the remaining due to competition
    The estimated price for CF was around $45,000 but due to the on/off regimen only $22,500 per year.
    On the basis of 100,000 CF patients we get:
    $22,500 x 80% of market (Non-NTM population) x 25% (the rest to competitors) x 100,000 = $450 million
    On the basis of 100,000 NTM patients - including 20,000 CF afflicted we get:
    20,000 x $60,000 = $1.2 billion for CF afflicted
    80,000 x $60,000 = $4.8 billion for the rest
    The incremental revenue generated over CF pricing is $15,000 x 100,000, or $1.5 billion plus the same $450 million we would generate through CF sales.
    So, by not selling at lower prices to CF patients, and not also bearing the cost of sales and marketing, we generate in total incremental revenue of $1.95 billion plus millions in savings.

    Sentiment: Strong Buy

  • Reply to

    The Terry Bashing Playbook

    by jad9000 Aug 18, 2015 10:23 AM
    jad9000 jad9000 Dec 31, 2015 2:04 PM Flag

    As I previously stated most of us believed the company would do everything possible to get product to market but they decided to hold everything up with CF and lost a good four months in the approval process - and then booted CF off of their application. Who knew. But, I'd rather be wrong about the company's motivation level than a pathological liar like Terry and his 30 fake ids.

    And the Terry playbook is back again. The nut job never stops. His playbook is now well known. Bash, insult, praise himself, delete posts, repost, bash, insult, praise himself,, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult , praise himself - and on, and on, and on.......... What a complete lunatic this clown is

    Sentiment: Strong Buy

  • Reply to

    Lunatic Fringe

    by jad9000 Dec 31, 2015 12:45 PM
    jad9000 jad9000 Dec 31, 2015 2:02 PM Flag

    To yet again state the obvious, Terry/winklefreaky is completely off of the rails now. What bizarre world does this nut job live in? Clearly his,her, it's circle of friends is still in the rubber room he occupies in his mom's basement.

    Sentiment: Strong Buy

  • Reply to

    Repost Terry's Fake Id List

    by jad9000 Dec 31, 2015 12:37 PM
    jad9000 jad9000 Dec 31, 2015 2:01 PM Flag

    Terry freakshow's list of fake Ids. Funny how he accuses others of this when he has 30 and counting. He, she, it uses to bash others and praise himself. For those who do not know he, she, it is a complete looneytoon.
    The latest of course is califflla. The growing list is now: califflla/justarooki04/ biotecktruth/petenphil/blasedp!/nycitystateof mind/bandehcomilo/jd39souza989/yogiberraofbadnews/clownsaythestupidisthings/ yearinreview2014/afredbikowsy/ terry_insm/kim_philbee/newagebios/kvmncdd/eastofhgwy1/ winkiechantwhenistudy/ blasedp3l/themanfromkolob/chem24_2001/ killgallenkill/yousstupid/ kinky_boots/jad90000/.fudfabricator3/campfundl/140characters/aminterry/boy_evelyn/kvncmccdthequer/backwardpalm/be_leaguered/cathy_perrey/arikacesucks.

    Sentiment: Strong Buy

  • Reply to

    Bo - being a trader is a matter of perspective

    by arikaycerocks Dec 28, 2015 12:53 PM
    jad9000 jad9000 Dec 31, 2015 1:41 PM Flag

    The freak never allows facts to get in the way of his, her, its pathological and schizophrenic lying. He, she, it has redefined freak show for the board - going back and forth between fake ids, illiterate comments, fake expertise, accusing everyone of having fake ids like him, her, itself and of course accusing people of trolling the board as he, she, it erases posts and reposts all day long every day. And, of course, apparently spends hours combing the prior posts for stuff to attack with and also apparently keeps a file of his, her, its lunatic rants to continually repost. Think about just how looney this is. Amazing.

    Sentiment: Strong Buy

  • jad9000 by jad9000 Dec 31, 2015 12:45 PM Flag

    Terry/winklefreaky is completely off of the rails now. What bizarre world does this nut job live in? Clearly his,her, it's circle of friends is still in the rubber room he occupies in his mom's basement.

    Sentiment: Strong Buy

  • Reply to

    The Terry Bashing Playbook

    by jad9000 Aug 18, 2015 10:23 AM
    jad9000 jad9000 Dec 31, 2015 12:42 PM Flag

    You know, most of us believed the company would do everything possible to get product to market but they decided to hold everything up with CF and lost a good four months in the approval process - and then booted CF off of their application. Who knew. But, I'd rather be wrong about the company's motivation level than a pathological liar like Terry and his 30 fake ids.

    And the Terry playbook is back again. The nut job never stops. His playbook is now well known. Bash, insult, praise himself, delete posts, repost, bash, insult, praise himself,, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult, praise himself, delete posts, repost, bash, insult , praise himself - and on, and on, and on.......... What a complete lunatic this clown is.

    Sentiment: Strong Buy

  • Its time again to repost the Terry freakshow's list of fake Ids. Funny how he accuses others of this when he has 30 and counting. He, she, it uses to bash others and praise himself. For those who do not know he, she, it is a complete looneytoon.
    The latest of course is califflla. The growing list is now: califflla/justarooki04/ biotecktruth/petenphil/blasedp!/nycitystateof mind/bandehcomilo/jd39souza989/yogiberraofbadnews/clownsaythestupidisthings/ yearinreview2014/afredbikowsy/ terry_insm/kim_philbee/newagebios/kvmncdd/eastofhgwy1/ winkiechantwhenistudy/ blasedp3l/themanfromkolob/chem24_2001/ killgallenkill/yousstupid/ kinky_boots/jad90000/.fudfabricator3/campfundl/140characters/aminterry/boy_evelyn/kvncmccdthequer/backwardpalm/be_leaguered/cathy_perrey/arikacesucks.

    Sentiment: Strong Buy

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