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Insmed Incorporated Message Board

justarook04 402 posts  |  Last Activity: 15 minutes ago Member since: Apr 13, 2004
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  • Reply to

    ZS9 trial design SAE discussion

    by vs1234gs May 17, 2016 10:50 AM
    justarook04 justarook04 May 17, 2016 7:47 PM Flag

    Is this a new trial or the250 patient trial that is still recruiting? To reply to hschlauch - this makes sense as that is what AZN stated when they purchased ZS Pharma - other indications possible other than HK/CKD..

  • justarook04 justarook04 May 17, 2016 4:58 PM Flag

    ZS008 current study - updated in early May, 2016

    Went from "Observational" to "Interventional" why?

    Went from "case-only' to "diagnostic" Why?

    Went from "Introspective" to "OPEN LABEL" why?

    Me thi9nks ZS005 trial is in "trouble"????

  • Reply to

    Back in this afternoon....

    by moneynow27 May 17, 2016 3:44 PM
    justarook04 justarook04 May 17, 2016 4:54 PM Flag

    money - You betcha - huge push downward the last 4 hours and RLYP barely FLINCHED! Normally we would have taken a 10% haircut in this situation after scripts but we did not. Something is a brewing. Just ;like the 2.3M shares NET added by Tutes in the 1st Qtr - WHY?

  • Go to the Clinical Trials website and look for

    or google
    "Changes to NCT02609841 on 2016_05_06" lots of changes were made IMO

    The other short term trial was completed 2 weeks ago.

  • Reply to

    Most TUTES buying in 1st Quarter - WHY?

    by justarook04 May 17, 2016 8:38 AM
    justarook04 justarook04 May 17, 2016 9:10 AM Flag

    Why would State Street potentially invest $14-$15M? If they bought averaging $15/shr then they invested over $17M possibly? They surely would not be SHORTING at $15/shr. These TUTEs are looking past the first 4-7 months of scripts to something else (whether it be BO, ZS-9 failure (they do their homework too), label change or even EU approval. As for last night and today - not happy with the market's overreaction but would agree scripts need to be EXPLAINED to the peons!!

  • (who knows what they are thinking???)
    Increased Positions
    71 6,352,327 (+2.25M) overall

    Decreased Positions
    64 4,093,473

    Held Positions
    16 26,194,511

    Total Institutional Shares
    151 36,640,311 (shrs)

    ORBIMED ADVISORS LLC 03/31/2016 7,400,000 (held)
    JANUS CAPITAL MANAGEMENT LLC 03/31/2016 4,383,213 612,218 (added 612K)`
    JHL CAPITAL GROUP LLC 03/31/2016 3,000,000 750,000 (added 750K)
    STATE STREET CORP 03/31/2016 2,216,498 1,141,229 (added 1.14M)
    VANGUARD GROUP INC 03/31/2016 2,083,434 123,471 (added 123K)
    DEERFIELD MANAGEMENT CO 03/31/2016 1,873,471 973,190 (added 973K)
    BLACKROCK FUND ADVISORS 03/31/2016 1,773,301 182,193 (added 182K)
    FMR LLC 03/31/2016 1,753,800 293,600 (added almost 294K)
    WELLINGTON MANAGEMENT GROUP LLP 03/31/2016 1,105,296 (897,185) (sold 40%)
    FRANKLIN RESOURCES INC 03/31/2016 801,100 (held)
    BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 03/31/2016 729,438 9,019 (added 9K)
    SUSQUEHANNA INTERNATIONAL GROUP, LLP 03/31/2016 541,088 (266,577) (sold 33%)
    EMERALD MUTUAL FUND ADVISERS TRUST 03/31/2016 518,859 32,500 (added 32.5K)
    UBS ASSET MANAGEMENT AMERICAS INC 03/31/2016 515,790 86,890 (added 87K)
    EMERALD ADVISERS INC/PA 03/31/2016 507,359 15,770 (added 15K)
    ROYCE & ASSOCIATES LP 03/31/2016 467,700 60,000 (added 60K)
    VOYA INVESTMENT MANAGEMENT LLC 03/31/2016 453,720 6,000 (added 6K)
    MARSHALL WACE LLP 03/31/2016 448,773 448,773 New
    JPMORGAN CHASE & CO 03/31/2016 378,047 4,419 (added 4.4K)
    SCOPIA CAPITAL MANAGEMENT LP 03/31/2016 363,810 363,810 New

  • justarook04 by justarook04 May 16, 2016 7:53 PM Flag

    Just filed their 13-F - Still own 7.4M shares. Must be all short shares huh?

    I would suggest that most of you who are nervous, disappointed and concerned - sell your shares and get out of the clown show. I probably won't but this board is depressing almost as bad as the BIO downturn these past 8 months. GLTA

  • Reply to

    What am I missing ?

    by mrfunkgenerationmusic May 16, 2016 5:42 PM
    justarook04 justarook04 May 16, 2016 7:28 PM Flag

    I thought they said they were NOT going to report on cumulative but ONLY new scripts back in February. This would then exclude any continuing month over month 30 day script. I am not saying this for sure but this would also say that starter scripts do not get counted again. I don't know how they would begin to count all this cumulatively and have it make sense avoiding misreading by the market.

  • Reply to


    by antoniojr93 May 6, 2016 8:31 AM
    justarook04 justarook04 May 16, 2016 4:37 PM Flag

    vs1234 - fishy? Yes - but do we really think Relypsa's management and BOD are driving this company (and all the tutes who invested BIG), down on purpose? I think the numbers are misleading and possibly ONLY represent new patients in April (not any patient in any previous month). Could be wrong but that is the only thng that makes any sense for now. Would have expected better growth though. Could also be that many patients who have taken V have not had their insurance cover yet.

  • Reply to

    Absolutely INSANE

    by justarook04 May 16, 2016 9:54 AM
    justarook04 justarook04 May 16, 2016 4:03 PM Flag

    thx- did not know that - still BIOs did recover but Relypsa was dragged along!

  • justarook04 by justarook04 May 16, 2016 9:54 AM Flag

    The XBI is up 3% and RLYP is in the red (significantly lagging). How does that work???

  • Reply to

    10 days

    by stock_lurker May 16, 2016 7:31 AM
    justarook04 justarook04 May 16, 2016 8:48 AM Flag

    This is what makes no sense. When is approval for ANAC's drug and what is its potential revenue ($2B when)???? Does Pfizer know this will be approved?

    "Pfizer's current inflammation and immunology drugs portfolio includes Enbrel and Xeljanz, which target auto-immune diseases.

    There have been no new molecules approved for eczema, or atopic dermatitis - a common, relapsing, inflammatory skin disorder that affects about 18-25 million people in the United States - in the last 15 years.

    Pfizer believes crisaborole has the potential to reach or exceed peak sales of $2 billion, the company said in a joint statement on Monday.

    Anacor also holds the rights to Kerydin, a topical treatment for toenail fungus marketed in the United States by Novartis AG's (NOVN.S) Sandoz unit."

  • Reply to

    weekend offer....

    by jockne40 May 13, 2016 10:51 AM
    justarook04 justarook04 May 14, 2016 10:40 AM Flag

    If Orbimed thought the PPS was never going beyond $30 (last December) would they not have sold out
    (forget the 500K they sold from their Oct purchase)?

    Why did State Street just add 1.14M shares in the 1st Qtr?:
    STATE STREET CORP 03/31/2016 2,216,498 1,141,229 (added)

    Why did BOFA just pick up 140K in the 1st Qtr:
    BANK OF AMERICA CORP /DE/ 03/31/2016 271,911 140,099 (added)

    Why did Marshall Wallace just buy in with 448K in 1st Qtr (or are they short?)
    MARSHALL WACE LLP 03/31/2016 448,773 448,773 New

    Or Portolan Capital just join the mix?
    PORTOLAN CAPITAL MANAGEMENT, LLC 03/31/2016 244,593 244,593 New

    Or Sabby?
    SABBY MANAGEMENT, LLC 03/31/2016 122,905 122,905 New

    Some did sell a significant % of holdings (see Wellington and SUSQUEHANNA)

  • Reply to

    weekend offer....

    by jockne40 May 13, 2016 10:51 AM
    justarook04 justarook04 May 13, 2016 11:18 AM Flag

    Take the money in these market conditions Lurker - otherwise I would agree. #$%$ BIO market

  • TWO Head Fakes already with steep declines/reversals and the smallcaps/BIOs are getting whiplash. The bottom is or will be when the IBB/XBI have claimed the bottom. This is sickening and makes NO sense anymore. NASDAQ headed south now.

  • Reply to

    Avergaed down at $13.50

    by cnlg1000 May 12, 2016 9:56 AM
    justarook04 justarook04 May 12, 2016 4:17 PM Flag

    Agree with BillyRay - do NOT trust this market. Right now, even with good scripts in April, this market will "Paint it Black". Whomever is controlling the "sell side" of BIOs, they are making a mint while retail, IRAs, 401K's, and financial institutions are losing trillions in 2016!

  • Reply to

    Orwin Presents Today

    by brobb1523 May 10, 2016 1:29 PM
    justarook04 justarook04 May 12, 2016 10:01 AM Flag

    Sensi - the IBB, XBI and NASDAQ tanked after 5 minutes of trading and have severely discounted the BIOs (again). IMO, this has nothing to do with Orwin but agree that this is a BEAR/short world we are stuck in.

  • Marcus started a position with 65K and Royce added 60K to their position.

    Yes, there is some selling (as expected in 1st Qtr) but also some decent buying (Emerald, Blackrock and Diam).

  • justarook04 justarook04 May 11, 2016 3:51 PM Flag

    I have a few BIOs other than RLYP and pretty much the same "discount" is being applied today as well as the 50% off since last December. New rules by the MM's and banks?

  • Almost every day or other day, the IBB and XBI take major hits which reverse any gains made in a previous session. TODAY shows that and of course all these BIOs are now bad investments and the company is garbage as is the CEO(s).

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