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Insmed Incorporated Message Board

justarook04 412 posts  |  Last Activity: May 29, 2015 3:12 PM Member since: Apr 13, 2004
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  • Reply to

    Contrave Generic Filing........

    by shenzibengal Apr 21, 2015 3:44 PM
    justarook04 justarook04 Apr 21, 2015 4:37 PM Flag

    What about trials testing the generic compound?

    Anyway, VVUS was just granted patents protecting its compositions and methods.

    This "news" was timed to allow those still short to get out ASAP (IMHO).

    Sentiment: Buy

  • justarook04 by justarook04 Apr 21, 2015 2:21 PM Flag

    Paragraph IV patent challenges submitted to FDA for Orexigen's Contrave
    An Abbreviated New Drug Application, or ANDA, has been received by the Office of Generic Drugs containing a "Paragraph IV" patent certification for Contrave, the weight loss drug whose patent is owned by Orexigen Therapeutics, according to an FDA notice. The date on which the first substantially complete generic drug application was submitted to the Agency for Contrave was March 12, according to the posting.

  • justarook04 by justarook04 Apr 21, 2015 8:28 AM Flag

    I predict that Insmed sets a 52 week high (again) today). All this w/o one Analyst comment since the secondary.

    Sentiment: Buy

  • Reply to

    How about you posting personal stuff

    by terry_insmed Apr 20, 2015 3:46 PM
    justarook04 justarook04 Apr 20, 2015 4:09 PM Flag

    I think MANY of us have been here long (LONG) enough to warrant off topic discussions along (long again) the way. We don't always agree on everything Insmed but we sure do share a common goal here. So, Terry, please enlighten us as to WHY you are here incessantly?

    Sentiment: Buy

  • On low volume but higher we go!

    Sentiment: Buy

  • Institutional Holdings. Etrade updates once the SEC is notified by Institutions whereas NASDAQ waits the proverbial 90 days (45 day lag).

    Anyway, NASDAQ( as of 12/31/14 (top 3) shows over 41% Insti holders:
    FMR LLC 12/31/2014 5,003,915
    BLACKROCK FUND ADVISORS 12/31/2014 1,552,244
    VANGUARD GROUP INC 12/31/2014 1,021,384

    Etrade (as of 4/17/15 (top 5) now shows over 60% Institutional owners):
    Fidelity Management & Research... 5.0 M (no change)
    Sanderling Ventures 3.5 M (looks new this qtr)
    Pension Fund of the Christian ... 3.4 M (looks new this qtr)
    BlackRock Institutional Trust ... 1.9 M (looks to have added 400K this qtr)
    The Vanguard Group, Inc. 1.0 M (no change)

    Sentiment: Buy

  • Reply to

    April Investor Presentation....

    by insmhistorian Apr 19, 2015 10:40 PM
    justarook04 justarook04 Apr 20, 2015 7:16 AM Flag

    Blank2 - are you suggesting that Citigroup will be setting a $65 PT? Has anyone seen any upgrades, downgrades, initiations since the secondary? I also believe the April presentation was for new/potential investors, partners or other "interested" parties. Maybe this week brings some news

    Sentiment: Buy

  • Reply to

    CATALYSTS for APRIL 2015

    by arien76nyc Apr 18, 2015 6:47 AM
    justarook04 justarook04 Apr 18, 2015 9:37 AM Flag

    BWA BWA (BIOWHIZZ) - you realize that all your mindless/fraudulent posts are the reason OREX's pps has gone a bit south right??? LOL (what a dope/fool).

    Sentiment: Buy

  • justarook04 by justarook04 Apr 18, 2015 7:11 AM Flag

    Bought into Endocyte for 228K shares (new) - hopefully more to follow

    OXFORD ASSET MANAGEMENT 03/31/2015 228,375 228,375 New

    Sentiment: Buy

  • Reply to

    good test of the PPS today (looks ugly early)

    by justarook04 Apr 17, 2015 9:29 AM
    justarook04 justarook04 Apr 17, 2015 4:05 PM Flag

    UGLY day everywhere but Insmed held up quite well only losing .11. Encouraging.

    Sentiment: Buy

  • Reply to

    Seeking Alpha

    by brian.196610 Apr 17, 2015 10:50 AM
    justarook04 justarook04 Apr 17, 2015 12:45 PM Flag

    I like the CASh position (too):
    "Cash Position

    For a small company, CNCE is flush with cash right now. It completed a successful IPO in February last year. The stock tanked after the IPO, but news of a milestone payment, among other things, has hiked it up to post-IPO levels. The stock tanked because CTP-499 missed its primary endpoint in Phase 2. The spike was due to receiving a milestone payment from Avanir for AVP-786.

    The latest development is that one of CNCE's competitors, though in advanced stage, Auspex Pharmaceuticals, Inc. has been acquired by Teva Pharmaceuticals for $3.2bn. This triggered a $46 million payment to CNCE, according to an agreement from 2011. Probably more important than the money itself is the fact that this acquisition validates the DCE platform common to both Auspex and Concert.

    The payment further boosts CNCE's cash position and this is not yet priced in the stock. The stock has not really moved much since the acquisition announcement on March 31. CNCE ended 2014 with $79.2 million in cash. In March, the company raised $46.7 million in net proceeds from a secondary offering. That is roughly $125 million. Plus the underwriters to the offering have an option to buy 15% of the public offering (3,300,000 shares were offered so that is roughly 500,000 shares @ $15.15 per share). If underwriters exercise the option this would mean another $7.5 million. And then there is the $46 million from Auspex. So the company could end up with roughly $180 million in cash.

    CNCE has 21.59 million shares outstanding so based on the existing and expected cash from offering & Auspex payment that is roughly $9 per share. The stock trades at just $14.81. So more than 40% of the value is in existing cash and roughly 60% if Auspex and underwriters cash is considered. And this company spends less on R&D. Cash burn in 2014 was just under $30 million. So it has cash for at least four years and maximum six years."

    Sentiment: Buy

  • Reply to

    No Partner Yet

    by dorianrivers21 Apr 17, 2015 10:23 AM
    justarook04 justarook04 Apr 17, 2015 10:37 AM Flag

    No Analyst coverage, outside of PJ (schimmer), or comments since secondary offering.

    Sentiment: Buy

  • Could be interesting as the PM is down almost 40 pts (NASDAQ)

    Sentiment: Buy

  • Only 37K traded but holding well. Market turns around, we break $23.

    Sentiment: Buy

  • Reply to

    I'm out because

    by bohemainclubman Apr 16, 2015 8:02 AM
    justarook04 justarook04 Apr 16, 2015 8:10 AM Flag

    jad - if we put all his aliases (clones) on Ignore, then we would have many blank pages. I think Yahoo would be concerned as nobody would read etc. So, all we can do (which I have done a few times) if report abuse and be specific when he posts some of his off color posts that will get him removed. I looked up Gilroy and he is 12 years posting. I don't remember him/her here before.

    Sentiment: Buy

  • From the horses mouth (notice 4 months not 16 weeks):
    "Why is Mysimba approved?
    The Agency’s Committee for Medicinal Products for Human Use (CHMP) considered that although the effectiveness of the medicine in promoting weight loss was limited, it was sufficient to be clinically significant, and mandatory re-assessment of treatment after 4 months should ensure that the medicine only continues to be used in those in whom the medicine provides adequate benefit. Regarding safety, although the CHMP had some concerns about possible effects on the heart and blood vessels (cardiovascular outcomes) and a slightly increased risk of seizures (fits), the most common side effects were largely manageable, as patients could stop taking the medicine if they were bothersome. Interim data from an ongoing study of cardiovascular outcomes were reviewed during the assessment although the CHMP also recommended ongoing monitoring of the medicine’s cardiovascular effects. On the balance of the available evidence the CHMP decided that Mysimba’s benefits are greater than its risks and recommended that it be approved for use in the EU."

    Sentiment: Buy

  • justarook04 justarook04 Apr 16, 2015 7:43 AM Flag

    "North of $42M for Auspex assuming conditions met" which means they have not received any payment yet.

    Thanks for posting this. The market is holding its hand on top of Concert's head for some reason (accumulation) and then CNCE gets back over $17 in a hurry.

    Sentiment: Buy

  • Reply to

    this puts things in perspective...

    by jsblvbjb Apr 15, 2015 11:14 AM
    justarook04 justarook04 Apr 15, 2015 12:01 PM Flag

    well the FREAK could have answered with his garbage. by the way, RBC used to cover Insmed back in 2011 (and was their "strategic financial something" back then). $28 now would be a joke as is the CLONE/CLOWN who is so active today. thx

    Sentiment: Buy

  • Reply to

    this puts things in perspective...

    by jsblvbjb Apr 15, 2015 11:14 AM
    justarook04 justarook04 Apr 15, 2015 11:52 AM Flag

    be-leaguered - since when did RBC Capital ever cover Insmed? I never saw their name aqssociated but could have missed this. Anyway, who was the analyst? thx

    "The firm keeps a $28 price target" ??

    Sentiment: Buy

  • Reply to

    NTM P3

    by biowatchdog Apr 14, 2015 6:30 PM
    justarook04 justarook04 Apr 15, 2015 7:52 AM Flag

    Then THAT is why this new updated presentation was made available w/o any planned CC? This has nothing to do with buying another company but more to do with having a drug that could be a "blockbuster/gamechanger". If they knew this, WHY do the secondary now at $20.65 when maybe they could have done less shares for say $25 later.

    Sentiment: Buy

INSM
21.94-0.02(-0.09%)May 29 4:00 PMEDT