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Insmed Incorporated Message Board

jad9000 437 posts  |  Last Activity: Dec 24, 2014 6:53 PM Member since: Nov 3, 2004
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  • The screwball will ride his lies down into the toilet and then probably claim he switched to a long position at the bottom. What a nut case.

    Sentiment: Strong Buy

  • Reply to

    Latest Short Interest......

    by insmhistorian Dec 9, 2014 6:09 PM
    jad9000 jad9000 Dec 9, 2014 6:57 PM Flag

    So, doing the math maybe we gain a buck fifty for every 200,000 shares they have to cover - $27 gain or a share price of $42. When will they cut and run?

    Sentiment: Strong Buy

  • Reply to

    Merck Buys Cubist For $8.4 Billion

    by jad9000 Dec 8, 2014 10:31 PM
    jad9000 jad9000 Dec 9, 2014 3:31 PM Flag

    And we have yet another fake id from the schizo freak Terry - yousstupid. I've added it to the list which is now:. terry_insm/kim_philbee/newagebios/kvmncdd/eastofhgwy1/winkiechantwhenistudy/biotecktruth/blasedp3l/themanfromkolob/chem24_2001/killgallenkill/yousstupid. What a freak show.

    Sentiment: Strong Buy

  • Merck Buys Cubist For $8.4 Billion.
    Cubist will have around $1 billion in revenue next year so the price is 8.4x next year's sales. If we generate 20,000 total NTM patients in 2016 - about half of the EU afflicted - we're looking at the same $1 billion in revenue. Add to that CF patients and it is much more. And, soon after, the US market and the rest of the world comes online. Finally, Iplex is back by 2018. We may see over $160 per share in a year - or more.

    Sentiment: Strong Buy

  • jad9000 jad9000 Dec 8, 2014 2:50 PM Flag

    It's being made or is going to be made as Premacure already so no start-up costs. They just buy it from the same plant and relabel it. It's exactly the same product, just a different name and indication. Then sell it to the short stature market head to head with Increlex (which is nasty stuff). They just bear the cost of sales.

    Sentiment: Strong Buy

  • jad9000 jad9000 Dec 8, 2014 2:38 PM Flag

    Back to the top.
    Merck Buys Cubist For $8.4 Billion.
    Cubist will have around $1 billion in revenue next year so the price is 8.4x next year's sales. If we generate 20,000 total NTM patients in 2016 - about half of the EU afflicted - we're looking at the same $1 billion in revenue. Add to that CF patients and it is much more. And, soon after, the US market and the rest of the world comes online. Finally, Iplex is back by 2018. We may see over $160 per share in a year - or more.

    Sentiment: Strong Buy

  • Reply to

    Back to 5 job postings.....

    by insmhistorian Dec 5, 2014 3:28 PM
    jad9000 jad9000 Dec 8, 2014 2:33 PM Flag

    To the top - Biowatchdog
    You could look on LinkedIn and see many of our the current FTEs. If I recall, we have 60+ upper level mgmt. David Brennan on C-Suite Perspective:
    Q. So, what are the top three turn-around moves that you believe pharma leaders should consider for 2015?

    A. First, more important than ever, smart pharma companies understand that clinical trials should include health economic analysis that potentially can be included in the label. One needs to show why a product provides quality of life and saves money. And when you communicate this information, make sure that you tailor the value realization story to your audience’s interests.

    Second, leaders need to build a creative corporate culture that fosters new ideas to provide market access for their brands. For example, a recent HBS bulletin pointed to Professor Linda Hill’s book “Collective Genius: The Art and Practice of Leading Innovation” and I found the following assertions (…working on the cutting edge, though, means that by definition, leaders don’t know what the answer is. They have to act, not plan their way forward) to be thought-provoking since her research might make some C-suite officers uncomfortable as they often believe they should know the answers. Senior leaders might consider these uncomfortable situations if it drives greater innovation across their organizations.

    Finally, big pharma needs to revamp their resource allocation model. For many big pharmas, it’s almost a given that that for certain jobs; you automatically backfill the position. Given my recent Board positions with relatively smaller firms, it has been interesting to observe how certain roles (including C-Suite) are not automatically backfilled. Instead, given the company’s market and client dynamics, they’re determining what the most valuable headcount for the organization is and acting accordingly. In this case, big pharma might take a page from their smaller brethren

    Sentiment: Strong Buy

  • jad9000 jad9000 Dec 6, 2014 10:22 AM Flag

    I agree. They have hundreds of millions of dollars in profits in the bank with their hedges. They also likely have firm contracts for a substantial amount of their production many months out. If oil touches $60 they should sell off all their hedges, book the profits, reduce cap ex, shut down production on high cost wells and ride the price back up amortizing the profits along with lower revenues along the way. In the meantime, Russia, Iran and Venezuela all go broke and have no cash to perform maintenance, exploration, modernization, etc.

    Sentiment: Strong Buy

  • jad9000 jad9000 Dec 6, 2014 10:14 AM Flag

    Isn't it interesting that the aggregate supply imbalance is around 2 million bpd, or 3% of production, while the price declines almost 40% from summer highs. 3% extra supply = 40% decline. Whatever happened to the "last barrel" price defense? Well over 5% of global production costs over $85 per barrel to produce. Who are the morons that keep producing oil at a steep loss? Just how much has price actually been manipulated over the past decades? It's starting to look like we've all been royally shafted by the oilcartels (including our own oil companies) for decades.

    Sentiment: Strong Buy

  • Reply to

    Dividend

    by stevejg52 Dec 3, 2014 9:26 AM
    jad9000 jad9000 Dec 6, 2014 8:37 AM Flag

    I'm thinking more like $.36 to $.37 and possibly more if they took off some of their hedges but we all seem to be in the same range. They need to issue a special dividend at year end good guidance for the next quarter.

    Sentiment: Strong Buy

  • Reply to

    Strong Jobs Market

    by anton_chigurr Dec 5, 2014 9:25 AM
    jad9000 jad9000 Dec 5, 2014 12:45 PM Flag

    We get on good jobs report and all of the sudden the world changes. Right. Huge seasonal hiring and increased factory production in anticipation of robust Holiday shopping - which hasn't happened. Big automotive numbers, but largely due to cheap lease deals. Lower gas prices has not bumped up retail at all and won't. People are still paying off debt and using their cards less. It will be years before we finally get back on a decent growth track. Rates are going nowhere - with the exception of bond speculators driving rates up and down when a press release comes out.

    Sentiment: Strong Buy

  • Yesterday was around 27% and the day before it was 25%. Correlates pretty closely with our share price movement. Someone really works at knocking the price down through shorting.

    Sentiment: Strong Buy

  • Reply to

    Time line MAA review process

    by blank2thisone Dec 3, 2014 4:10 PM
    jad9000 jad9000 Dec 3, 2014 7:53 PM Flag

    Moron and liar - Terry/toy_yoda needs to go back to his rubber room.

    Sentiment: Strong Buy

  • Reply to

    Today's range

    by mike75x5 Dec 3, 2014 9:29 AM
    jad9000 jad9000 Dec 3, 2014 9:43 AM Flag

    Almost six million shares short. Someone is losing a boatload of money - about $9 million yesterday alone.

    Sentiment: Strong Buy

  • Terry, who claims to live at the beach in California, starts his posting at 7:00 am East Coast time - or 4:00 am at "the beach" on the West Coast. Sure. This clown is a non-stop liar, a schizo and has been claiming the same "profits" on his "trades" for months. What a complete freak show,

    Sentiment: Strong Buy

  • Reply to

    12/10

    by justarook04 Dec 2, 2014 4:17 PM
    jad9000 jad9000 Dec 2, 2014 9:55 PM Flag

    Terry/toy_yoda is a complete schizo moron - proving it over and over again. Back to your rubber room screwball.

  • Reply to

    12/10

    by justarook04 Dec 2, 2014 4:17 PM
    jad9000 jad9000 Dec 2, 2014 7:11 PM Flag

    Liar.

    Sentiment: Strong Buy

  • Reply to

    12/10

    by justarook04 Dec 2, 2014 4:17 PM
    jad9000 jad9000 Dec 2, 2014 7:10 PM Flag

    I guess it doesn't really matter. Validation by year end is what counts. We will have some revenue in 2015 and a whole lot more the year after. Having exclusivity is a big deal, and that's what we have - with a market of 35,000 to 40,000 patients in the EU for NTM alone and many more for CF.

    Sentiment: Strong Buy

  • jad9000 jad9000 Dec 2, 2014 6:13 PM Flag

    Back to your rubber room Terry/toy_yoda. Freak.

    Sentiment: Strong Buy

  • Reply to

    12/10

    by justarook04 Dec 2, 2014 4:17 PM
    jad9000 jad9000 Dec 2, 2014 6:11 PM Flag

    The clock is now ticking. At some point the analysts will have to size the market, estimate Insmed's share of market and estimate the time to market and to a full sales penetration. Then they can do their discounted cash flow model and give us legitimate estimates. Most of the current analyst estimates are just place holders.

    Sentiment: Strong Buy

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