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Insmed Incorporated Message Board

justarook04 303 posts  |  Last Activity: 4 hours ago Member since: Apr 13, 2004
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  • Reply to

    Only 9 jobs listed/remaining

    by justarook04 6 hours ago
    justarook04 justarook04 4 hours ago Flag

    Kimm - timetable pushed out? How do you know this and where did it get pushed out to? 2015 is what most believe (after 2 yrs extended study of CF efficacy in Europe). As for speculating positive milestones in the next 6 months......who knows? What do you think of Brennan added to the BOD? Just for kicks?

    Sentiment: Buy

  • Must be Kevin or Zake (LOL)

    Sentiment: Buy

  • Reply to

    Only 9 jobs listed/remaining

    by justarook04 6 hours ago
    justarook04 justarook04 4 hours ago Flag

    And you are here for FACTS? in Biotech there is mostly speculation and steps along the way that are considered "binary events". The question here is WHY did Lewis deleted his sales force slide when he presented the updated deck at the JMP securities in June? I asked IR and they would not respond. So, in the FUTURE, where will the sales force come from? Also, Lewis mentioned in early May that there were serious inquiries about either Arikayce or Insmed - where did that go? So, we speculate a partnership or buyout or valuation of such along the way. But yes, there has been no announcement of a filing or agreement with the FDA or EMA. In the meantime.......

  • Reply to

    Only 9 jobs listed/remaining

    by justarook04 6 hours ago
    justarook04 justarook04 5 hours ago Flag

    Jad, where is the sales force going to come from? Partner? Novartis (hmmmm?). They have the upper management experience (and the board members).

    Sentiment: Buy

  • Either they were filled or removed:

    Job Title Department Location

    Associate Director, Health Economics and Outcomes Research Medical Affairs Bridgewater, NJ
    Associate Director, Medical Communications Medical Affairs Bridgewater, NJ
    Program Manager - Commercial Finance Bridgewater, NJ
    Program (Project) Manager - Technical Operations Finance Bridgewater, NJ
    Regulatory Associate Regulatory Affairs Bridgewater, NJ
    Associate Director, Quality Assurance - GCP Quality Assurance Bridgewater, NJ
    Biostatistician Medical Affairs Bridgewater, NJ
    Director, Clinical Development Clinical Bridgewater, NJ
    Commercial Compliance Counsel Legal Bridgewater, NJ

    Sentiment: Buy

  • Reply to

    Less than 10k shares traded and 24 cents down

    by jd39souza98 Jul 21, 2014 9:41 AM
    justarook04 justarook04 Jul 21, 2014 9:58 AM Flag

    jd (LOL) we are in a July Monday sell off these past 3 weeks but if NASDAQ (NBI) can at least minimize the downturn, $18 will be had and then some. Very low volume (16K) so far in 1st 30 minutes.

    Sentiment: Buy

  • Reply to

    Abbvie and Insmed?...

    by blank2thisone Jul 21, 2014 4:50 AM
    justarook04 justarook04 Jul 21, 2014 7:02 AM Flag

    Matthew Pauls (Shire): Matthew joined Insmed as Chief Commercial Officer in April 2013. He has substantial commercial and general management experience, with P&L responsibility, and has led the launch of multiple products in the global pharmaceutical and medical device markets. Prior to joining Insmed, he was with Shire Pharmaceuticals, a publicly traded specialty biopharmaceutical company, most recently as Senior Vice President, Head of Global Commercial Operations, Shire Regenerative Medicine. In this role, Matthew led the global commercial function of a business unit with a staff of approximately 300 including a 200-person US sales team and $160 million in sales. Previously he was Vice President, General Manager, Shire Specialty Pharmaceuticals Behavioral Health Business Unit...

    Sentiment: Buy

  • justarook04 justarook04 Jul 18, 2014 3:32 PM Flag

    jd, was just going ask what the last 30 minutes will look like with options expiring for July. Hope you are right.

    Sentiment: Buy

  • The MM's had this down to the mid $7.40's and today we just had a 32K bid at $8.33.

    Sentiment: Buy

  • Reply to

    Tonight sales drop

    by icroucher03 Jul 17, 2014 5:48 PM
    justarook04 justarook04 Jul 17, 2014 6:24 PM Flag

    Are these generics eradicating NTM? Does TOBI? What this MIGHT mean is Novartis may come calling on Insmed for its cure for NTM.

    Sentiment: Buy

  • Reply to

    How Low will this dud (GNCA) go?

    by stv_mardirossian Jul 15, 2014 9:56 AM
    justarook04 justarook04 Jul 16, 2014 5:15 PM Flag

    No dilution! Cash is sufficient through 2015.

    Sentiment: Buy

  • justarook04 justarook04 Jul 16, 2014 5:11 PM Flag

    Blank, I got this from the Vertex CF drug proclamation. Look at the price per month (or annually). Arikayce will be nowhere as expensive since it also "cures" NTM. As for Pulmonary CF cases, that still is to be determined.

    "Kalydeco, the first drug to treat the underlying causes of cystic fibrosis rather than just its symptoms, is currently approved for patients with a mutation carried by about 4% of all patients.

    One concern among physicians treating cystic fibrosis is what the cost of the new therapy will be, Dr. Orenstein said. Kalydeco has a monthly retail price of roughly $30,725—or about $368,683 annually—according to data posted on the website of Cystic Fibrosis Services, a specialty pharmacy.

    The drug's wholesale price is $311,000, Zachary Barber, a Vertex spokesman, said in an email.

    Many U.S. patients taking Kalydeco receive assistance through patient advocacy groups if they can't afford the drug, Dr. Orenstein said. But there is a "huge concern" over the drug's impact on "the sustainability of the entire health system," generally, he said.

    Vertex Chief Commercial Officer Stuart Arbuckle, speaking on a conference call with analysts, said it was "premature" to discuss what the combination therapy's price would be. However, the company will consider the size of the overall patient population and the magnitude of benefit from the drugs, he said.

    "The most productive thing we can do is make therapies that change the lives of patients, and use the revenues from those medicines to invest in the next ones," Dr. Leiden said.

    Kalydeco sales were $371.3 million in 2013.

    Vertex has rarely turned a profit since it was founded in 1989 by Joshua Boger, a former Merck executive and Harvard-trained chemist. Through the end of 2013, the company had amassed an accumulated deficit of $3.97 billion, according to regulatory filings."

    Sentiment: Buy

  • justarook04 justarook04 Jul 16, 2014 5:01 PM Flag

    congrats and hope everyone is healthy etc.

    Sentiment: Buy

  • justarook04 by justarook04 Jul 16, 2014 2:17 PM Flag

    Despite Nasdaq being up decently, we are now trading in a thin range around $18. I do not have a good feeling about this. Yesterday was the anniversary of last year's secondary. This trading range makes no sense today (maybe it is the expiring options within the next few days???0.

    Sentiment: Buy

  • Reply to

    Revcovery started

    by jd39souza98 Jul 16, 2014 9:55 AM
    justarook04 justarook04 Jul 16, 2014 10:20 AM Flag

    jd, they are playing "pinball" with the PPS today. Nasdaq opens 30 pts up and we actually went down (with other BIOs) but no news is probably going to hurt us. All emotion and perception.

    Sentiment: Buy

  • justarook04 justarook04 Jul 15, 2014 4:46 PM Flag

    Here's the thing, that makes this a major contradiction by the FED unless they attack the hundreds of financial Institutions for overvaluing all these stocks. These Institutions have "experts" mulling over valuations of all kinds of companies. Some they follow (those that they don't do not matter) and place PTs (Price Targets) on their "backs". They sell these to their customers and announce on the internet their UPgrade or Downgrade on a stock. Many chime in together. Who do you believe? Yes, do your own DD but unless you see something wrong or concerning, you usually buy stocks that pass "muster" and also have support by the Analysts. IF all these analysts would say INSM was worth $10, then you can bet the market will have it below $10. When they have it at $30 (collectively) the market does not believe them. So where does the FED come off saying the STOCKS are overvalued? Maybe some are but valuation is based on many piece parts of the company, its management, products, pipelines, sector and where/who (consumer base) they are targeting. We can't change the xx##ing rules after everyone has agreed to the process. Just a bunch of crapola and who says the market isn't "fixed"?

  • Reply to

    8% for what reason

    by usingaliase Jul 15, 2014 3:56 PM
    justarook04 justarook04 Jul 15, 2014 4:03 PM Flag

    part of the indexes that got hit across the board. Kind of sucks these past 7 trading days.

    Sentiment: Buy

  • Reply to

    Biotech index (IBB and XLV) both down

    by jd39souza98 Jul 15, 2014 2:22 PM
    justarook04 justarook04 Jul 15, 2014 3:11 PM Flag

    ECYT almost trading at cash value, CNCE down big, GLYC, FOLD too. Overselling at best. Hard to recover from these beatings.

    Sentiment: Buy

  • Reply to

    INSM must be breaking down

    by yonglili2000 Jul 15, 2014 10:45 AM
    justarook04 justarook04 Jul 15, 2014 1:10 PM Flag

    B-L, the real problem I see is many BIOs track the XBI (or overall NASDAQ) down significantly but rarely recover same when the overall index is where the massacre started. Seems programmed or manipulated on the negative side/slant.

    Sentiment: Buy

  • Reply to

    Time to add more

    by zake1 Jul 15, 2014 10:34 AM
    justarook04 justarook04 Jul 15, 2014 10:38 AM Flag

    well the MM's achieved the proverbial 10% correction here but the NASDAQ (Russell) are contributing to the downturn across the BIO board. The "Red death" is back like it was early last week.

    Sentiment: Buy

INSM
17.64-0.10(-0.56%)2:44 PMEDT

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