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Insmed Incorporated Message Board

jsblvbjb 33 posts  |  Last Activity: Dec 14, 2014 3:24 PM Member since: Jan 19, 1999
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  • Reply to

    Merck Buys Cubist For $8.4 Billion

    by jad9000 Dec 8, 2014 10:31 PM
    jsblvbjb jsblvbjb Dec 14, 2014 3:24 PM Flag

    Merck screwed up. Cubist lost a case the very next day after being bought by Merck, which is allowing their main drug's patent to expire several years early, meaning billions in projected revenue will get siphoned off to generic competition. Major oops! Should've stuck with INSM. Oh well, better luck next time, Merck, ol' pal!
    pianoman

  • Reply to

    Time line MAA review process

    by blank2thisone Dec 3, 2014 4:10 PM
    jsblvbjb jsblvbjb Dec 3, 2014 6:24 PM Flag

    That's what he said, sherlock! And it's within 10 working days of filing.
    pianoman

    Sentiment: Strong Buy

  • Unexpected and excellent correlation was observed between culture conversion and improvement in the six minute walk test. Now with European filing and launch of a phase 3 imminent, the sky is the limit, and huge revenues are in store for the near future. Today, AVNR went off the block for 3.5 billion. Insmed will be worth much more IMO, and I'm still predicting the triple by mid-2015.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Insmed Management to meet with Maxim

    by justarook04 Nov 10, 2014 8:21 AM
    jsblvbjb jsblvbjb Nov 10, 2014 4:07 PM Flag

    Not that one, historian. Google can be a dangerous tool!
    pianoman

    Sentiment: Strong Buy

  • BTW did anyone see this in the current 10Q? Maybe it's worded just as in the past, but it's very interesting that Insmed maintains a headline for Iplex to this day:

    Previously, under the proprietary IPLEX protein platform, we maintained an expanded access program for amyotrophic lateral sclerosis (also known as ALS or Lou Gehrig’s disease) until drug supplies were exhausted at the end of 2011. It is our intention to seek licensing partners for the IPLEX development programs.

    pianoman

    Sentiment: Strong Buy

  • We do have QIDP for Arikace, and that opens up the door to Insmed being an infectious disease play as this market gains traction.
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb jsblvbjb Oct 15, 2014 5:36 PM Flag

    You're worried about stocks after the election? Get real, man! I like the way Insmed is swimming upstream, though. And these steep sell-offs certainly present great buying opportunities as well as swing trades for daytraders. There is a real possibility that a new investment craze is about to hit concerning infectious disease stocks. I seem to recall that Insmed has QIDP for Arikace!
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Insmed flying under the radar. From the NY Times:

    by jsblvbjb Oct 6, 2014 8:36 AM
    jsblvbjb jsblvbjb Oct 6, 2014 3:40 PM Flag

    Only Insmed is refusing to release great news in a way that alerts the masses. You have to listen to the conference calls, study the data on presentations and look beyond the share price. I think Insmed wants no part of a buyout.
    pianoman

    Sentiment: Strong Buy

  • That tangled web is still a long way from being sorted out. Yet the range of potential deals suggests the most robust market for pharmaceuticals mergers and acquisitions in recent memory.

    One factor driving the wave of deal-making is simple pent-up demand. In the wake of the financial crisis, many companies held back from striking deals, exercising caution rather than expanding too aggressively.

    “A lot of these companies that have global footprints did not go out and take advantage of opportunities during the downturn,” Mr. Torrence said.

    In some cases, the deals underscore efforts by drug makers to bolster their product lines through acquisitions instead of spending money on research and development.

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jsblvbjb jsblvbjb Oct 1, 2014 3:59 PM Flag

    Furthermore, FDA has had face-to-face meetings with INSM recently, coming into a harmony on the path forward to NTM approval that doesn't limit any group of NTM patients, and meaning Insmed won't have to run the more expesive trial (saving our shareholders approximately 35 million bucks!)
    pianoman

    Sentiment: Strong Buy

  • Insmed per Lewis was encouraged to file for NTM approval "across" the indication, not just refractory as in the USA's targeted phase 3 trial. Reason for the difference was the success of the CF trial combined with the NTM data. US FDA appears to be very limited in its scope for granting approvals, but Insmed should have grand success in getting the FDA approval after new data is generated. So the revenues aren't going to be limited in the EU to the refractory population, meaning Lewis just gave the green light for WS to load the boat. With the application being filed by YE, there's no reason to think Insmed would ever consider a buy-out offer for anything within 10x the current price, simply based on expected revenue.
    pianoman

    Sentiment: Strong Buy

  • It just about always goes the opposite direction in short order, overall market notwithstanding. Didn't Terry just give longs a huge warning? Terry, you really should investigate the "new" data Insmed published in Europe. Long-term it's a really good case for Arikace being the top treatment antibiotic for CF. I'll say nothing more about the SP.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    so jesse

    by hubby_14508 Sep 22, 2014 1:58 PM
    jsblvbjb jsblvbjb Sep 22, 2014 3:40 PM Flag

    Well Hubby, I think it's important to ignore the current share price when reflecting on the potential success or failure of Insmed which will determine the share price of the future. If I have read the data correctly, then despite today's low SP, the future share price will reflect the approvals of NTM and CF in Europe, Canada and the ROW. That SP will be many multiples of today's. If I am wrong about the new data (which is now public but never PR'd in an attention-grabbing way), and the old data were to be thrown out (far-fetched), then the current share price is overvalued by several times. The data is the most important piece of information in determining whether Insmed is a buy or sell at this time. It shows that Arikace is the first and only drug to ever show long-term success in FEV-1 for Cystic Fibrosis. This is on top of meeting its primary endpoint last year. The data shows the NTM patients in record numbers became culture-negative, when no other treatment has shown such success in 84 days. I look at today's share price, and I see a "screaming buy."
    pianoman

    Sentiment: Strong Buy

  • Reply to

    jesse

    by hubby_14508 Sep 10, 2014 10:00 AM
    jsblvbjb jsblvbjb Sep 10, 2014 4:00 PM Flag

    Hubby, I'm as mystified as you. Do I need to take over the job of IR for this company? Maybe the data is still being assimilated for release, or maybe there's a bigger fish to fry. It's not even a question that the "new" data generated by the long-term Arikace study and presented at the international conference in Munich is PR-worthy, it's most likely legally required to release the data. And actually, they did, but not in a news release so far. Check out page 11 of the September investor's report and look at the highlighted area. This is new, unprecedented and positive clinical data supporting the long-term use of Arikace: "Interim Data from Open Label Extension Study Shows Continued Safety and Durability of Effect"
    Terry would argue that we had this info in the spring, but he would be wrong! In fact, that was preliminary, trending, but not conclusive, as this interim data shows.
    Then scroll to page 31, and look at the chart that demonstrates that longer-term data: 337 days in fact. Insmed is sitting on a geyser that's about to go! Sorry, that I have to be the one to PR this. Pretty crummy, huh?
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb jsblvbjb Sep 9, 2014 1:56 PM Flag

    I thought Munich pres. was today. In any case, the Music will be done before Drechsler due to the time in Germany. I firmly expect this superiority to be PR'd in the morning, latest.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Sell today, kick yourself tomorrow...

    by jsblvbjb Sep 9, 2014 1:27 PM
    jsblvbjb jsblvbjb Sep 9, 2014 1:42 PM Flag

    Oh, ye of little faith. How could this stock not take off mightily with the results that Arikace just achieved? This is new, not old as Terry would claim. We only had preliminary data that was still inconclusive in the spring. It only pointed to this potential outcome. Why do you think Insmed scheduled this conference for the US tomorrow?
    pianoman

    Sentiment: Strong Buy

  • I'm not being overly-optimistic, nor am I making this up. I've reviewed the data from the Munich conference and Insmed will PR this data probably bright and early tomorrow morning: Arikace has demonstrated long-term beneficial and positive effect on lung function over 6 cycles of treatment. No other antibiotic regimen has even run a long-term trial to see, because in their short-term effective trials, there was still a degradation in lung function. THIS IS HUGE, and it's why the stock was up yesterday. Shorts are regrouping today because they think I was wrong. Guess again...
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb by jsblvbjb Sep 9, 2014 9:12 AM Flag

    What happened to the bid/ask? This morning or tomorrow morning the news will be out, and the stock is going to spike IMO. Any other thoughts? BTW, I found the abstract on the Munich website that pointed to long-term positive effects of Arikace for NTM, which blows by Tobi's profile. This morning on CNN, Boomer's son Gunner was featured in his fight to survive CF. Former NFL QB has raised over 100 million to help find the cure and treatments for CF. Arikace would help folks like gunner right now, by simplifying daily antibiotic treatments from 2 to once a day and extended long-term FEV-1 improvements.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Nice 5% increase (14.69)

    by jd39souza98 Sep 8, 2014 4:20 PM
    jsblvbjb jsblvbjb Sep 8, 2014 5:27 PM Flag

    Someone knows something alright. I posted it on the YMB yesterday. About gave Terry a hernia when he read it! Heh, heh, heh... I didn't post the actual numbers from the abstract, just the conclusion, but buried in today's investor's presentation you can discern them from the 336 day chart. I expect Insmed will PR the awesome data either tomorrow morning or Wednesday morning preceding the Rodman and Renshaw conference.
    pianoman

    Sentiment: Strong Buy

  • jsblvbjb jsblvbjb Sep 7, 2014 2:15 PM Flag

    And now for the sneak-peak: drumroll please!

    Conclusion: These interim data demonstrate that LAI was well tolerated during 6 cycles, with AEs being consistent with those expected in a population of CF patients receiving inhaled medicines. Additionally, patients receiving 6 cycles of LAI showed mean increase in relative change in FEV1 that was sustained during both on- and off-treatment months, showing longer-term durability of treatment effect.

    Move over TOBI, there's a new gold standard in town!
    pianoman

    Sentiment: Strong Buy

INSM
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