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Insmed Incorporated Message Board

jad9000 422 posts  |  Last Activity: 2 hours 0 minutes ago Member since: Nov 3, 2004
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  • Reply to

    Refineries the place to be...

    by stkwhizguru333 Dec 10, 2014 1:08 PM
    jad9000 jad9000 Dec 15, 2014 1:02 PM Flag

    The entire over production is about 2 million bpd. Opec members produce 1.5 million bbls above their target of 30 million bpd. If the bonehead countries of Opec just stuck to their quotas over production would just be .5 million bpd. This isn't rocket science. Opec stays within their quota and Russia cuts 5% of their production and we're even with demand. Cut any production that costs over $80 bbl and we're short 4%. How stupid are all these people?

    Sentiment: Strong Buy

  • Reply to

    Why the almost 1.5% drop this morning?

    by nelson24 Dec 5, 2014 11:46 AM
    jad9000 jad9000 Dec 15, 2014 12:52 PM Flag

    What in the world could #$%$ anyone. They have increased leverage, gone out longer on the curve, pulled back hedges and are printing cash - and as rates drop BV is vaulting. They have surplus earnings they are hoarding as well. I find it amazing that when rates rise the share price drops and when rates drop the share price drops. What's wrong with this picture?

    Sentiment: Strong Buy

  • Reply to

    End of Year Update

    by ries123 Dec 15, 2014 7:03 AM
    jad9000 jad9000 Dec 15, 2014 9:30 AM Flag

    How does the PIP fit into all of this? Thx.

    Sentiment: Strong Buy

  • Reply to

    End of Year Update

    by ries123 Dec 15, 2014 7:03 AM
    jad9000 jad9000 Dec 15, 2014 9:06 AM Flag

    FYI - There appears to be around 250,000 new PAH cases annually in the US, growing at a fast clip.
    There is no exact treatment available for PAH but existing medication may help treat the symptoms. Moreover, if not treated in time the condition may worsen, because continuously straining the pulmonary arteries will put strain on the heart’s functioning and can be life threatening.

    Sentiment: Strong Buy

  • Reply to

    Has anyone figured out these REITS ?

    by owens132000 Dec 12, 2014 10:17 AM
    jad9000 jad9000 Dec 12, 2014 10:45 PM Flag

    We're not going anywhere rate-wise for the next two years. The housing market is starting to double dip down. HHI is flat lined. PPI is negative. CPI is about to go negative. We'll be lucky to skirt deflation next year. The 10 year may well dip down to 1.8% in the next couple of months. With hedges reduced, leverage increased and longer duration inventory they will print money.

    Sentiment: Strong Buy

  • Reply to

    126K premarket?

    by justarook04 Dec 12, 2014 9:27 AM
    jad9000 jad9000 Dec 12, 2014 4:41 PM Flag

    Cathy is one of his Barnie Doll wives.

    Sentiment: Strong Buy

  • Reply to

    Has anyone figured out these REITS ?

    by owens132000 Dec 12, 2014 10:17 AM
    jad9000 jad9000 Dec 12, 2014 1:45 PM Flag

    Nonsense. BV vaulting on lower rates and smaller hedges. Net spreads vaulting on longer maturities.

    Sentiment: Strong Buy

  • Reply to

    Nice Turnaround Today

    by lenyw Dec 12, 2014 12:46 PM
    jad9000 jad9000 Dec 12, 2014 1:00 PM Flag

    Hedge funds are pouring in, along with the company buying back its own shares. They can buy the entire 10% of shares already approved with this quarter's suspended dividend and have a lot left over (they already told us coverage will be over 20% above the normal distribution). They should buy back a billion dollars worth of shares at these prices and would still have $1.4 billion left over to fund cap ex without incurring any additional debt.

    Sentiment: Strong Buy

  • Reply to

    Get Real

    by rsaxton26 Dec 11, 2014 3:27 PM
    jad9000 jad9000 Dec 12, 2014 12:42 PM Flag

    There's a reason why the 10 year is headed back to the lows of this year - below 2%. AS wmc is less hedged that a lot of other reits they will also be much larger beneficiaries of the rate drop. Then, they will put the hedges back on at 2% or less and make a bundle when rates actually do rise. Big profits are coming this quarter.

    Sentiment: Strong Buy

  • Reply to

    Refineries the place to be...

    by stkwhizguru333 Dec 10, 2014 1:08 PM
    jad9000 jad9000 Dec 12, 2014 12:38 PM Flag

    NTI is printing money right now. Refining margins are huge as their input costs have plummeted at a far fastr rate than gas and other output products - increasing the spread dramatically. Canadian crude is pushing toward $40 per bbl. Look for $1.00 to $1.25 distribution for this quarter and the same next quarter. At some point Western will also buy out their remaining shares at $35 plus.

    Sentiment: Strong Buy

  • Reply to

    Has anyone figured out these REITS ?

    by owens132000 Dec 12, 2014 10:17 AM
    jad9000 jad9000 Dec 12, 2014 12:02 PM Flag

    We' will soon see just how much of their hedges they took off. My bet is a lot. I also believe they have increased their leverage substantially and gone much longer out on the curve. As a result book value should vault and net interest income should vault. They will have substantial excess cash above their current distribution. At some point hey will be forced to either increase distributions, give a special dividend or both. This hoarding of cash using tax loss carry forward due to losses on cash they were hoarding before needs to end.

    Sentiment: Strong Buy

  • Reply to

    Merck Buys Cubist For $8.4 Billion

    by jad9000 Dec 8, 2014 10:31 PM
    jad9000 jad9000 Dec 12, 2014 11:35 AM Flag

    blasedp31 post
    Rook. Terry and the IDs can't supply facts, because it's not in their DNA. Terry will have to take his orders from someone else, as he is the Novartis shill on this board. Go ahead and mention IPLEX and its benefits and how they might effect Insmed in the future, we can sit back and watch the MB fireworks begin!!

    Sentiment: Strong Buy

  • Reply to

    Time line MAA review process

    by blank2thisone Dec 3, 2014 4:10 PM
    jad9000 jad9000 Dec 12, 2014 11:33 AM Flag

    Thoughtful post from visionquest08.
    I would expect in order to meet the end of year timeline the submission had to have happened at an earlier date then the 16th since the following week is the Christmas holiday. I doubt much gets done during the holiday week and Insmed should have planned around the holiday calendar. I think we should hear something by early next week. Just my guess.

    Any predictions on the stock movement when the acceptance is PRed?

    Sentiment: Strong Buy

  • Reply to

    Merck Buys Cubist For $8.4 Billion

    by jad9000 Dec 8, 2014 10:31 PM
    jad9000 jad9000 Dec 12, 2014 11:30 AM Flag

    And we have three different fake ids posting rom the schizo freak Terry - he's really on a freak show roll this morning. Here's the current list of fake Ids:. terry_amin/terry_insm/kim_philbee/newagebios/kvmncdd/eastofhgwy1/winkiechantwhenistudy/biotecktruth/blasedp3l/themanfromkolob/chem24_2001/killgallenkill/yousstupid. This clown is a complete whack job. Back to your rubber room Terry.

    Sentiment: Strong Buy

  • Reply to

    Relax

    by fgovane Dec 12, 2014 10:43 AM
    jad9000 jad9000 Dec 12, 2014 11:02 AM Flag

    Breitburn raised $650 million in debt and equity financing sixty days ago. They are camping on a mountain of cash, In addition, their hedges are worth hundreds of millions of dollars. I read today that Devon Energy will hold $1.4 billion of value in their hedges in 2015 if the price stays where it is. At some point, as the market firms for oil (estimates for 2015 are now a net increase of demand at around 1.4 million bbls) and OPEC retreats back to their target of 30 million bbls (they overproduce now by 1.5 million bbls) all of the oversupply is gone. Expect hedge funds to start trying to take mlps private after the new year.

    Sentiment: Strong Buy

  • Reply to

    Mistakes being made right now

    by trumpace Dec 10, 2014 11:18 AM
    jad9000 jad9000 Dec 12, 2014 9:29 AM Flag

    Producer prices continue to be negative in November and likely more so in December. Oil will stay below $85 for years to come and eventually be baked into producer prices and, as a result, consumer prices. We will be very close to a deflationary trend in 2015. And, housing has flat lined in most markets even though rates are still very low. The Fed has no reason to raise rates until we, at a minimum, the economy stabilizes and resets expectations.

    Sentiment: Strong Buy

  • Reply to

    Merck Buys Cubist For $8.4 Billion

    by jad9000 Dec 8, 2014 10:31 PM
    jad9000 jad9000 Dec 11, 2014 8:13 PM Flag

    And Terry keeps rolling the fake Ids out - campfundl is now on the screwball hit parade. I've added it to the list which is now: campfundl/terry_amin/terry_insm/kim_philbee/newagebios/kvmncdd/eastofhgwy1/winkiechantwhenistudy/biotecktruth/blasedp3l/themanfromkolob/chem24_2001/killgallenkill/yousstupid.

    Sentiment: Strong Buy

  • Reply to

    Hedge funds

    by lee_bennett1960 Dec 9, 2014 3:36 PM
    jad9000 jad9000 Dec 11, 2014 4:38 PM Flag

    KKR just started buying into energy a few weeks ago. I suspect they will see this as a huge opportunity and try to LBO companies like BBEP, LINE, etc. Once oil prices stabilize they will just spin them out again and make money while they hold it and a bundle more when they spin it out.

    Sentiment: Strong Buy

  • Reply to

    No PR from BBEP is alarming.

    by karenlupa Dec 11, 2014 3:16 PM
    jad9000 jad9000 Dec 11, 2014 4:34 PM Flag

    Hopefully they are using some of the $400 million they raised to buy back their own shares. At the current price they could buy back 50 million shares - or about 35%. Then they save over $100 million per year in distributions. Next, sell the hedges now that we've hit $60 and pocket another $300 to $400 million. Frankly, I would bet that hedge funds are knocking at their door to take them private. Using the strategy above they can buy two thirds of the company with its own money, put up another $600 million to buy out the rest and make a bundle when oil prices recover..

    Sentiment: Strong Buy

  • Reply to

    Toby superior?

    by biowatchdog Dec 11, 2014 1:45 PM
    jad9000 jad9000 Dec 11, 2014 2:16 PM Flag

    As this is fact, at a minimum Arikace could rise to the number two therapy for CF relatively quickly and, in combination with the once daily dosage, to the top soon thereafter. Add to this this ability to be used for far longer duration without breaking and the revenue generation should be higher than any other product. And, of course, exclusivity for NTM and the money will be rolling in 2016 - with some actually being generated in Q4, 2015.

    Sentiment: Strong Buy

INSM
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