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Insmed Incorporated Message Board

jad9000 405 posts  |  Last Activity: 1 hour 26 minutes ago Member since: Nov 3, 2004
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  • Reply to

    Amazing

    by cruizon Jan 12, 2015 9:20 PM
    jad9000 jad9000 Jan 14, 2015 4:31 PM Flag

    It als looks like someone sold or shorted around 20,000 shares at the close and posted right after.

    Sentiment: Strong Buy

  • Reply to

    Amazing

    by cruizon Jan 12, 2015 9:20 PM
    jad9000 jad9000 Jan 14, 2015 4:15 PM Flag

    Short covering has been very low - maybe around 150,000 shares per month. Not a lot considering over 5 million shares shorted. But, have heart. We're going to be in-market by the end of Q3 or early Q4. They clearly will dawdle around until forced to cover. If a partnership of any kind is announced we will gap up. Then the fun starts.

    Sentiment: Strong Buy

  • Reply to

    ...Telegraphing the delay by Terry

    by blasedp31 Jan 14, 2015 1:54 PM
    jad9000 jad9000 Jan 14, 2015 3:25 PM Flag

    Maybe Terry/yousstupid will get back to you on this.

    Sentiment: Strong Buy

  • Reply to

    CRACKS, SPREADS, AND MARGINS

    by pls418 Jan 14, 2015 1:12 PM
    jad9000 jad9000 Jan 14, 2015 3:21 PM Flag

    A number of things. First, per this study, a rise in crude prices typically sees a rise 4x at the pump in the short term - and conversely declines tend to follow the same pattern, especially in the midwest. Next, the cost of premium grade and diesel have fallen at only around 65% of the drop in regular gas to date. And, lastly, they simply don't have to until consumers start to howl. In relatively restricted markets like the midwest with limited refining capacity there is no oversupply. And, again, one of the big midwest refineries is operating at severely reduced capacity. Google this: Asymmetric Pass-Through in U.S. Gasoline Prices

    Sentiment: Strong Buy

  • Reply to

    CRACKS, SPREADS, AND MARGINS

    by pls418 Jan 14, 2015 1:12 PM
    jad9000 jad9000 Jan 14, 2015 1:50 PM Flag

    They are falling but the spread between production costs and the selling price to retail is rising. Classic refiner stuff. Gas prices drop at half the rate of the reduction in crude prices. And, of course, regional demand will drive local gas prices. These midwest refineries control the pricing and with the fire at the Ohio refinery last week will put crimp in midwest supply. The result - prices go up.

    Sentiment: Strong Buy

  • Reply to

    Poor Harry Reid

    by purely_evil Jan 2, 2015 7:22 PM
    jad9000 jad9000 Jan 14, 2015 1:46 PM Flag

    He's a criminal that got rich doing favors for the Chinese, developers and anyone else with a checkbook.

    Sentiment: Strong Buy

  • Reply to

    Telegraphing the delay

    by terry_amln May 20, 2014 6:08 PM
    jad9000 jad9000 Jan 14, 2015 1:36 PM Flag

    The idiot, schizo liar speaks. His nonsense never ends.

    Sentiment: Strong Buy

  • Reply to

    And todays

    by ltdobanion Jan 12, 2015 4:11 PM
    jad9000 jad9000 Jan 14, 2015 1:34 PM Flag

    It has nothing to do with the PR firm - they do what they are told to do. Fire, release, end contract, whatever.

    Sentiment: Strong Buy

  • Reply to

    Earnings Projections

    by ctsilber Jan 13, 2015 8:55 PM
    jad9000 jad9000 Jan 14, 2015 10:22 AM Flag

    How badly did they miss Q3. By a mile. They look at the crack spread and don't take into consideration the spread that has developed between the cost of producing gasoline and the selling price to retail and then the retail spreads - both of which NTI captures. These guys are getting an effective spread of around $30 per barrel right now when you add in transportation, Canadian crude, the lag between lower reatil prices and processing costs, etc.

    Sentiment: Strong Buy

  • Reply to

    And todays

    by ltdobanion Jan 12, 2015 4:11 PM
    jad9000 jad9000 Jan 14, 2015 8:52 AM Flag

    The company has a lot of things that are pretty material and would benefit shareholders to know with forcing them to dig through SEC filings and decks they construct. Look at the PR releases to pretty much every other biotech and then look at Insmed's releases. No comparison.

    Sentiment: Strong Buy

  • Reply to

    And todays

    by ltdobanion Jan 12, 2015 4:11 PM
    jad9000 jad9000 Jan 13, 2015 2:07 PM Flag

    We'll see what happens when the marketing authorization is accepted. Then the clock starts ticking. As I've said before, the company is loathe to put out anything more than they absolutely have to regarding their plans or strategy. If we get acceptance this month we then have a five month window to MA or seven month if the EU forces the additional 60 day response period. But, that still puts us in the market by Q4. After dangling their interest in a marketing partnership they clammed up. They are now pursuing PAH but you have to drag it out of a deck they produce or some comment by the CEO - but never a press release. They should just save the money and fire the PR firm - who really does almost nothing for whatever they get paid.

    Sentiment: Strong Buy

  • Reply to

    Who got it right? Terry should be blushing

    by blasedp31 Jan 13, 2015 11:31 AM
    jad9000 jad9000 Jan 13, 2015 1:22 PM Flag

    Terry/newagebios is a moron and a liar.

    Sentiment: Strong Buy

  • Reply to

    Gotta love it!

    by biowatchdog Jan 13, 2015 7:29 AM
    jad9000 jad9000 Jan 13, 2015 8:43 AM Flag

    Terry/23 fake Ids is a complete freak show. On another note, they have mentioned their desire to have a marketing partner for Asia and other parts of the world. Do you believe this is still the plan? With EU approval, how many other countries would also accept EU approval? Thx,

    Sentiment: Strong Buy

  • Reply to

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

    by terry_insm Aug 6, 2014 11:07 AM
    jad9000 jad9000 Jan 13, 2015 1:06 AM Flag

    Do you ever get tired of being a schizo liar? Apparently not, you freak.

    Sentiment: Strong Buy

  • Reply to

    Investor Presentation

    by blasedp31 Jan 12, 2015 3:32 PM
    jad9000 jad9000 Jan 13, 2015 1:05 AM Flag

    They expect to be in-market for NTM & CF in France, Germany and the UK initially - which is 59% of the EU patient population - or 21,000 NTM users (as the only approved therapy) and around half that number of CF patients. 21,000 NTM patients is over a billion in revenues. Half this penetration of the same markets for CF equates to around $250 million in revenues. Based on recent buyouts, we could reach all the way to a $300 share price in a few years.

    Sentiment: Strong Buy

  • Reply to

    The long haul..

    by fred357mag2000 Jan 11, 2015 7:39 PM
    jad9000 jad9000 Jan 12, 2015 8:27 PM Flag

    Tom Stier spent $100 million on Democrats and let's not even mention George Soros. So what?

    Sentiment: Strong Buy

  • Reply to

    The long haul..

    by fred357mag2000 Jan 11, 2015 7:39 PM
    jad9000 jad9000 Jan 12, 2015 8:25 PM Flag

    How about slapping a $30/barrel tariff on any OPEC oil being imported - unless they knock off this predatory pricing? That would kill off any imports of Saudi or Venezuela oil or allow the domestic producers to keep growing until we're completely self-sufficient in this hemisphere. Use the proceeds to shore up the transportation funds but also kill off the 25% of the money they re-route to boondoggles like the "bullet train" in California that will now take 4 hours to make the trip (By air it takes 75 minutes).

    Sentiment: Strong Buy

  • Reply to

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

    by terry_insm Aug 6, 2014 11:07 AM
    jad9000 jad9000 Jan 12, 2015 8:13 PM Flag

    The moron Terry speaks. Remember a couple months ago he was claiming no sales until 2017. Now he's reduced to claiming no acceptance of marketing authorization until March. What a liar/clown/schizo/idiot.

    Sentiment: Strong Buy

  • Reply to

    Investor Presentation

    by blasedp31 Jan 12, 2015 3:32 PM
    jad9000 jad9000 Jan 12, 2015 8:10 PM Flag

    I assume that the culture conversion is the 8 months of daily dosing that was posted in the presentation down below.

    Sentiment: Buy

  • Reply to

    Investor Presentation

    by blasedp31 Jan 12, 2015 3:32 PM
    jad9000 jad9000 Jan 12, 2015 6:01 PM Flag

    What's interesting about this is we thought NTM would be a 15 month proposition. This indicates the whole thing will take more like 2 years. Sales per patient will be much higher than we thought. Apparently, as I read this, they could get accelerated approval if they hit their primary endpoint in six months. That could put them in market in the US sometime in 2016.

INSM
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