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Insmed Incorporated Message Board

mdplanet 457 posts  |  Last Activity: Aug 22, 2014 11:07 AM Member since: Jan 25, 2012
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  • Reply to

    Questions & Thoughts

    by mdplanet Aug 22, 2014 7:11 AM mdplanet Aug 22, 2014 11:07 AM Flag

    I did realize that the first paragraph wasn't really indicative of my style and probably should not have been made the introduction, and for that I apologize, but my point remains the same. I don't believe he is the one to take this company where it needs to be. Period.

    ....alpo, what was the rumor we are all missing??.....

  • by mdplanet Aug 22, 2014 7:11 AM Flag

    Zami , The Egocentric Engineer
    His focus is on everything but the actual product, typical cart before the horse. We hear more of his engineering feats & very little about the therapeutic effects everyone is waiting for. He can't pitch the company, is a horrible public speaker, is deceitful & has become more of a liability. What makes you guys think an engineer & a CPA can run a Medical Company? Zami & His Lackey Yaky.

    A measly $3M of the billions available to these guys. This is good news? There are a few new names, but only nickels invested. Still waiting for some stakeholders.

    So, Big Pharma has skipped right over PSTI (again). Why? People say Zami won't sell, which is fine, but where's the partnering deal? Zami has been talking partners for years now.

    Where's the complete data set from the hip replacement trial? Zami said this would be presented at a medical conference this year. One of the biggest happens in California in early October & we aren't there. Today is the deadline for presenters.
    Honestly, I would also think PSTI has some data in their hands from the IC trial. I don't know for sure, but it makes sense this data was turned over to the company after the halt so they could better analyze the cause & give a response. More secrets?

    These are moving along, sloowwwlly.

    Silent Dilution
    I've been saying this for a few quarters now. Every 10Q is a #$%$ shoot as to how many shares were issued. Cashless warrants, deeply discounted warrants, the ATM, etc. We see in two weeks. Any guesses?

    I thought about jumping back on board with these depressed prices, but I don't see any momentum bringing it back up. Until I see a some solid upticks, I'm holding off. Definitely not before the 10Q at this point.

    Take these thoughts for what you will. Good luck.

  • mdplanet Aug 18, 2014 6:42 AM Flag

    Unfortunately, I can't really begin to translate this. It seems they often present more about the manufacturing techniques and report less heavily on the therapeutics.

  • mdplanet Aug 18, 2014 6:38 AM Flag

    Fill me in on who? The only executive team member I noticed was Esther. Yaky is a crony of Zami's from the robotics company and all others have held various other positions at small pharmas. Just sayin''......

  • Reply to

    Another look

    by caltrials Aug 14, 2014 11:07 AM mdplanet Aug 15, 2014 9:12 AM Flag

    Revisit the Jefferies' report on the Pluristem website. It paints a pretty realistic picture. Oppenheimer, though less specific, is a little more bullish.

  • Reply to

    A Fresh Look

    by caltrials Aug 12, 2014 12:16 PM mdplanet Aug 13, 2014 8:27 AM Flag

    Please refer to page 7 of the most recent 10Q:
    "We have accumulated a deficit of $107,638,000 since our inception in May 2001. We do not expect to generate any revenues from sales of products in the next twelve months. Our products will likely not be ready for sale for at least three years, if at all. Our cash needs will increase in the foreseeable future. We expect to generate revenues, which in the short and medium terms will unlikely exceed our costs of operations, from the sale of licenses to use our technology or products, as we have in the United Agreement. Our management believes that we may need to raise additional funds before we have cash flow from operations that can materially decrease our dependence on our existing cash and other liquidity resources. We are continually looking for sources of funding, including non-diluting sources such as the OCS grants, as well as using the ATM Agreement to raise funds, other sales of our common stock or sales of the marketable securities we hold.

    We believe that we have sufficient cash to fund our operations for at least the next 12 months"

    No lies here, unless it is Zami who speaks untruths.

  • Reply to

    A Fresh Look

    by caltrials Aug 12, 2014 12:16 PM mdplanet Aug 13, 2014 6:56 AM Flag

    The institutions are not very interested as of yet. Aside from 2 decent purchases last quarter, there is no activity on this front. The Israeli index funds hardly count as they are required to own shares of the individual stocks listed on any particular index. The institutes are beginning to report, so we will see if there was any progress on this front.

    And finally, the company will be needing cash. On March 31, they stated they had enough cash for 1 year, per the 10Q. We are now 4 1/2 months beyond that point. To avoid a secondary, perhaps they have been using the ATM. Because there is no volume/interest, they are needing to dump these shares at a lower price. How else do you put a few more million shares out there?

    The technology may prove to be a winner and we all hope this to be true. The fact remains, we don't know yet.

  • Reply to

    A Fresh Look

    by caltrials Aug 12, 2014 12:16 PM mdplanet Aug 13, 2014 6:54 AM Flag

    The company is in an interesting place right now. They are well positioned should events turn positive. They have the IP, the manufacturing process, the delivery system & a distribution system in place. The product itself is still being assessed. Like all emerging biotechs, everything is speculation until results are in. PSTI has very little clinical data to date.

    I believe their lack of communication with investors is one factor holding this back. The hip replacement trial is an example. They stopped recruiting in August of 2013 & the final collection date was in March. Like many here, I ask; where's the data? Another example of Zami's ineptness is his reluctance to speak openly to investors. When are earnings to be released & why does he never participate in a conference call to discuss the company's progress? They are anything but open to the investment community.

    Moving along to insider selling. The officers are continually receiving compensation in the form of shares of the company. What happens to these shares? They are almost immediately sold off to the open market. It's also interesting to note how these automatic sells happen to occur at the most opportune times, when news is released and the stock is peaking.

    Dilution occurs on a quarterly basis. Read the 10Q's. Every quarter, a couple million warrants are converted to shares on a cashless basis or at a deep discount. Again, where are these shares? Again, the answer is, they are sold off in the open market.

    Continued below.........

  • mdplanet Aug 12, 2014 9:48 AM Flag

    This also proves the competition is moving forward while we remain stagnant with nothing but hype.

  • mdplanet Aug 11, 2014 9:11 AM Flag

    It looks like they added patients that are receiving IV prostanoid.

    "Have been stabilized, without dose changes for at least 30 days prior to the Screening visit on at least two approved PAH medications (e.g., PDE-5 inhibitor, ERA, prostanoid [as inhalation or infusion]); ****or IV prostanoid monotherapy. Subjects on an IV prostanoid must have been receiving therapy for at least three months prior to the Screening visit."

    The last half of the first sentence and the second sentence are new. So, yes, they have made the criteria less stringent by adding a new class of patients. The thing that bothers me is that it's been 18 months and they need to dose only 9 patients. A snail's pace....

  • Reply to

    Allo's Deception Continues. RE: UTH Trial

    by mdplanet Aug 8, 2014 11:44 PM mdplanet Aug 9, 2014 7:51 AM Flag

    Sorry, UTHR.

  • The UTH trial, for those that take a moment to look, has only changed the eligibility requirements and added a new site that is not yet recruiting since their last update in January of this year.


    Allo, please stop with your lies. Investors, please be aware of what allo posts and pay attention to the facts.

  • Zami has until August 22 to submit a poster. One would think this is where he would want to present the data from the PhaseI/II Hip Replacement Trial. This would be the venue for him to save face. He can present some real human data to his peers or, he can continue on a diatribe of pre-clinicals, speculation, future trials, etc....

    IMO, the fork lies ahead. Which road will Zami take... be continued.

  • mdplanet Aug 5, 2014 10:59 AM Flag are good for a laugh, allo....I almost spit out my coffee

  • I don't see Pluristem this year???

  • Reply to

    My thoughts

    by surestockholmes Aug 3, 2014 11:37 AM mdplanet Aug 4, 2014 8:32 AM Flag

    Hey surestock. I hope all has been well for you. I've been saying this same thing for a while now. The problem is, there are no majority shareholders to make it happen. Despite over 20% of the voters giving him a "nay," he still clings to his position. Earnings will be released this week and it will be interesting to see how many more warrants were converted to free shares. More free money for him and his cronies.

  • by mdplanet Aug 1, 2014 9:51 AM Flag

    There is a lack of interest in this stock.
    There is very little human data to go by.
    There is a looming secondary.
    There is no catalyst on the immediate horizon.
    There is nothing but speculation.
    There is an increased cash burn.
    There is no word on OD status for preeclampsia almost 6 months later. (If the FDA loved this so much as allo says, then OD would have been granted by now.) It still may come, but now a 5-7% gain means very little at these depressed prices..
    There are global concerns running amuck.

    What did you guys think? Were you really listening to allo? Shakin' my head.....

    Oh, and there is no controller. It's just allo's imaginary friend.

  • Reply to

    What a laugh...

    by newsnowcrow Jul 29, 2014 4:56 PM mdplanet Jul 31, 2014 8:54 AM Flag

    "CEO keeps babbling just enough to keep his paycheck" With 142 employees and, let's say, an average salary of $60k...that's $8.5M per year. How is Zami paying these salaries?

  • mdplanet Jul 31, 2014 6:39 AM Flag

    ....maybe the lives of some lab mice. lol

  • Reply to

    Regarding Zami....

    by mdplanet Jul 28, 2014 7:19 AM mdplanet Jul 28, 2014 10:06 AM Flag

    Let me repeat, alpo, as you continually delete posts these days (another childish game of yours). Zami has also done a good job of losing value & money for his shareholders while enriching his own personal coffers at the same time.

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