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Insmed Incorporated Message Board

jad9000 300 posts  |  Last Activity: Jul 31, 2015 12:43 PM Member since: Nov 3, 2004
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  • Reply to

    Who got it right /.....I blush

    by terry_insm Aug 6, 2014 11:07 AM
    jad9000 jad9000 Jun 29, 2015 10:04 PM Flag

    If "he #$%$" was that good "he #$%$" would be running the trading room at Goldman Sachs. I think not. More likely cleaning the rest rooms at the local 7 11.

    Sentiment: Strong Buy

  • Reply to

    Put protection

    by terry_insm Jun 27, 2015 3:11 PM
    jad9000 jad9000 Jun 29, 2015 10:42 AM Flag

    You're invited to leave if you don't like it. So leave.

    Sentiment: Strong Buy

  • Reply to

    So what's it going to be

    by lux19insm Jun 28, 2015 10:46 PM
    jad9000 jad9000 Jun 29, 2015 10:06 AM Flag

    Well, they already said they are pursuing partnerships so it's a given - just waiting for the who, what and when it gets rolling. I suspect there are two distinct types of partnerships on the table - product development and product marketing. Either one should give us a lift.

    Sentiment: Strong Buy

  • Reply to

    So what's it going to be

    by lux19insm Jun 28, 2015 10:46 PM
    jad9000 jad9000 Jun 29, 2015 9:11 AM Flag

    IBB (and all of the other index funds Insmed is in) gets shorted and Insmed gets shorted by default, so shares short rises. On the other side, Insmed has not gotten hit anywhere near as bad as the indexes - which means that people are buying Insmed shares which, in turn, counteracts the shorting and allows us to stay in pretty good shape. That's my thought. On the flip side, if or when investors start covering their shorts of the index funds we will get a boost on top of any direct buying of shares. We are now into Q3 buying and, hopefully, the games being played on the index funds will abate.

    Sentiment: Strong Buy

  • Reply to

    So what's it going to be

    by lux19insm Jun 28, 2015 10:46 PM
    jad9000 jad9000 Jun 29, 2015 8:45 AM Flag

    The last few weeks have been driven by some institutions cashing out their positions, index funds rebalancing their funds, new or existing institutions opening or adding to positions, etc. In addition, we still have our "big short" doubling down even as the share price rises as well as the spillover from hedge funds shorting the index funds like IBB. And yet here we sit within 2% or so of the high for many, many years. All in all, we've done pretty well. Hopefully selling pressure is over for the time being and new owners will continue to add to their positions this quarter.

    Sentiment: Strong Buy

  • Reply to

    Put protection

    by terry_insm Jun 27, 2015 3:11 PM
    jad9000 jad9000 Jun 28, 2015 9:28 PM Flag

    Here we go again - another brand new ID pops up who claims he#$%$ has been Inmed investor for years. The only things that are dead are between provge's legs and ears. The freaks just keep coming.

    Sentiment: Strong Buy

  • Reply to

    Put protection

    by terry_insm Jun 27, 2015 3:11 PM
    jad9000 jad9000 Jun 28, 2015 6:20 PM Flag

    Complete nonsense. 50% cure rate for NTM at 180 days where no other product is approved or even exists. Pull your head out. I suggest you double down on your shorts. We can use the fuel when the share price gaps up. Please post your short trades for all of us to see and get a laugh out of.

    Sentiment: Strong Buy

  • Reply to

    What if?

    by hunter.williams27 Jun 26, 2015 9:25 AM
    jad9000 jad9000 Jun 26, 2015 12:17 PM Flag

    Williams Company just received an unsolicited bid from ETE that was rejected. Analysts immediately downgraded Williams and now the discussion is about not if but when and for how much Williams will be taken out. We may see the same thing unfold here at some point, especially as we approach marketing approval. Then we all get to see what the folks who really know value the long term prospects of the company at. In the meantime, these types of potential actions always leak at some level so we may get the slow and steady rise into something along these lines occuring.

    Sentiment: Strong Buy

  • Reply to

    Latest Short Interest Report.....UP

    by insmhistorian Jun 24, 2015 4:42 PM
    jad9000 jad9000 Jun 26, 2015 10:23 AM Flag

    That likely means our big short can't get anymore shares to short and can't keep a short squeeze from happening now by continuing to double down. Hopefully, shorts are about to get screwed royally.

    Sentiment: Strong Buy

  • Reply to

    OT - NOBODY Cares!

    by terry_insmed Jun 25, 2015 9:58 AM
    jad9000 jad9000 Jun 25, 2015 10:15 AM Flag

    Apparently you do. So, here's how I quit calling you out. Quit doing the following: quit posting your always correct claims of trades that Goldman Sachs couldn't pull off; quit calling posters like biowatchdog liars; quit accusing everyone but yourself of using fake ids (very few - besides you and your 34 + fakes); quit calling people Cathy (who the heck is Cathy and why do we care); quit claiming you live at the beach in California while you post at 3:00 am, 4:00 am California time; quit saying surfs up - It makes you look like a moron.; quit reposting the same nonsense over and over while deleting the prior posts; make your points but quit salting them with weird stuff; talk in complete sentences for once; and use proper grammar. Do all of this and we have a nice board with intelligent comments again. These are the terms and conditions of the armistice.

    Sentiment: Strong Buy

  • Reply to

    August

    by biowatchdog May 9, 2015 10:30 AM
    jad9000 jad9000 Jun 25, 2015 8:59 AM Flag

    Repost from Biowatchdog:
    This will probably be served up as cow dung by our friendly basher (who is long and short and trades constantly and up 100000% or whatever)

    Since we know the 120-Day Qs are up for approval to send this week with the SI and the timeline update (yes, they always send a timeline update, if only to show the current schedule), here is my stab at the schedule:
    6/26 – 120 day questions approved and sent to Insmed. Clock Stop.
    7/16 – Insmed responds.
    7/17 - Clock Start.
    9/24 – 180 day questions approved and sent to Insmed. Clock Stop.
    10/14 – Insmed responds.
    10/15 – Clock Start.
    10/19-10/22 – Orals
    11/26 – CHMP issues positive opinion
    1/26/16 – EMA approves

    The EMA approval actually works out on the timeline for the Feb 2016 meeting, but I think this is all going to go very smoothly. In fact, I would not be surprised if we bypass the 180-day Qs.

    Would there be more price action on a November positive opinion from the CHMP or a February EMA approval?

    Sentiment: Strong Buy

  • Reply to

    You would be very wise

    by zake1 Jun 23, 2015 4:39 PM
    jad9000 jad9000 Jun 25, 2015 8:57 AM Flag

    Repost from be_leaguered
    :How the heck do you come off believable with a positive scenario for INSM? Just a few short months ago, you were predicting a price of $7, along the lines of Wedbush's loser analyst. You told us this was a period in which the price would flounder or plummet. How can you even show your face here, when you are only pretending to know what's going behind the scenes you can never see.

    Sentiment: Strong Buy

  • Reply to

    Latest Short Interest Report.....UP

    by insmhistorian Jun 24, 2015 4:42 PM
    jad9000 jad9000 Jun 25, 2015 8:54 AM Flag

    Hard to figure out why anyone would be doubling down given the great results, impending authorization and shortened timeline to sales at great margins. Someone is spending a lot of money to keep the stock from running.

    Sentiment: Strong Buy

  • Reply to

    You would be very wise

    by zake1 Jun 23, 2015 4:39 PM
    jad9000 jad9000 Jun 25, 2015 8:42 AM Flag

    He'll fake id thumbs down you big time now. I think Yahoo now makes him/her/it log out and then log back on as one of his/her/its fake ids now. That's why it takes him/her/it so long to thumb you down. No more switching ids quickly. Give him/her/it a little credit though - he#$%$ is absolutely dedicated to being a complete idiot.

    Sentiment: Strong Buy

  • Reply to

    German Website!!

    by blank2thisone Jun 24, 2015 2:24 PM
    jad9000 jad9000 Jun 24, 2015 2:42 PM Flag

    The minute they get the go ahead from the EMA every doctor with NTM patients will already be aware that Arikace is effective and available - for over 9,000 patients in Germany and France. As the only approved therapy they have a clear path for NTM. The question is how many doctors prescribe Arikace for CF as well. It will be a slower rollout but they should start making inroads soon thereafter.

    Sentiment: Strong Buy

  • Reply to

    August

    by biowatchdog May 9, 2015 10:30 AM
    jad9000 jad9000 Jun 24, 2015 8:30 AM Flag

    If you look at the presentation they seem to have already launched websites in Germany and France, so educational pre-sales seem to have already begun. The question I have is whether physicians will almost automatically prescribe as this will be the only approved therapy. Also, I'm still not clear as to the price and I saw nothing about price in the deck. Apparently somewhere between $60,000 per 12 months and $100,000. I think that if they also want to go head to head with TOBI for CF so the $ 60,000 per year is more likely.

    Sentiment: Strong Buy

  • Reply to

    August

    by biowatchdog May 9, 2015 10:30 AM
    jad9000 jad9000 Jun 24, 2015 8:20 AM Flag

    So, if they bypass we knock off a month on this timeline. And, read elsewhere that EMA approval can take as little as 30 days is the need is compelling enough. So, best case scenario is approval on or about 11/26. We will see.

    Sentiment: Strong Buy

  • Reply to

    You would be very wise

    by zake1 Jun 23, 2015 4:39 PM
    jad9000 jad9000 Jun 23, 2015 8:13 PM Flag

    Sorry Zake but the clown deleted his post when you called him on it. Add coward to the list of adjectives commonly used to describe the nut job. Per your comment, if you were Shire, had a marginal product with expiring patents but a pipeline in place and saw an opportunity to get something out of it - why not?

    Sentiment: Strong Buy

  • Reply to

    New Diabetic Retinopathy IGFBP-3 Research

    by checksurshorts Jun 23, 2015 7:12 PM
    jad9000 jad9000 Jun 23, 2015 8:08 PM Flag

    Well, I believe that Premacure is only licensed for "premies" so that would leave diabetic retinopathy available to Insmed, as well as any other forms of retinopathy. Perhaps this is what Shire was alluding to when they said they wanted to develop "other products" of this sort. And of course, Shire stated they valued Premacure at $1 billion. So much for the "no value" for Iplex argument.

    Sentiment: Strong Buy

  • Reply to

    You would be very wise

    by zake1 Jun 23, 2015 4:39 PM
    jad9000 jad9000 Jun 23, 2015 5:28 PM Flag

    Also, note that Arikace outperformed TOBI at day 113 and day 168 for sputem density (slide 51). It is clearly on par with TOBI and, in many ways, superior but its once a day dosing will greatly improve compliance levels. All good.

    Sentiment: Strong Buy

INSM
27.10+0.36(+1.35%)Jul 31 4:00 PMEDT