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Insmed Incorporated Message Board

mdplanet 76 posts  |  Last Activity: Jul 23, 2014 8:17 AM Member since: Jan 25, 2012
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  • Reply to

    UT webcast at 9:00

    by pluri1 Apr 29, 2014 9:04 AM
    mdplanet@ymail.com mdplanet Apr 29, 2014 9:29 AM Flag

    Let me guess....they are still enrolling the 9 patients after 1 year. This trial has been sidelined.

  • Reply to

    UT webcast at 9:00

    by pluri1 Apr 29, 2014 9:04 AM
    mdplanet@ymail.com mdplanet Apr 29, 2014 10:36 AM Flag

    Isn't there still a debate between Pluristem & United on the method of injection? PSTI prefers IM while UTHR IV? Perhaps this is what is holding things up Down Under.

  • Reply to

    UT webcast at 9:00

    by pluri1 Apr 29, 2014 9:04 AM
    mdplanet@ymail.com mdplanet Apr 29, 2014 11:24 AM Flag

    United Therapeutics plans to conduct a single center, open-label, dose-escalation study in patients diagnosed with PAH. The study will enroll up to nine patients in three dosing levels with PLX-PAD cells administered intravenously (IV).

    PSTI prefers IM and has stated so to UTHR.

  • Be prepared for dilution from a partial execution of the ATM in Q1. Be sure to read this 10-Q very carefully.

    Fact: The company refuses to release earnings dates and will continue to leave investors in the dark with the absence of conference calls.

    The company may have potential, but the management team is a joke. It is unheard of how they never communicate to shareholders.

  • mdplanet@ymail.com by mdplanet May 6, 2014 9:06 AM Flag

    I just checked out the SEC website for PSTI filings. Can anyone give any insight as to why the SEC wrote a letter to Mr. Yanay regarding the Form 10-K for the Fiscal Year Ended June 30, 2013.

    The letter, dated April 3, 2014:

    We have completed our review of your filing. We remind you that our comments or changes to disclosure in response to our comments do not foreclose the Commission from taking any action with respect to the company or the filing and the company may not assert staff comments as a defense in any proceeding initiated by the Commission or any person under the federal securities laws of the United States. We urge all persons who are responsible for the accuracy and adequacy of the disclosure in the filing to be certain that the filing include the information the Securities Exchange Act of 1934 and all applicable rules require.

    Interesting. Sounds like Zami & Co. may have some explaining to do.

  • Reply to

    SEC

    by mdplanet May 6, 2014 9:06 AM
    mdplanet@ymail.com mdplanet May 6, 2014 9:35 AM Flag

    Thanks. And figures, everything's a secret with this company.

  • Reply to

    SEC

    by mdplanet May 6, 2014 9:06 AM
    mdplanet@ymail.com mdplanet May 6, 2014 10:11 AM Flag

    Upon deeper reflection, I'm not so sure that's the reason. Companies can request that such information be held confidential. I'm still thinking it could be something more. Either way, the company response/disclosure does not prevent the SEC from investigating further into the matter. Seeing how management operates so secretively, I'm not surprised by this. Sooner or later, Zami needs to change his ways or step aside.

  • Reply to

    SEC

    by mdplanet May 6, 2014 9:06 AM
    mdplanet@ymail.com mdplanet May 6, 2014 10:55 AM Flag

    There's more to it than just the royalty percentage. The SEC had 4 concerns with the 10-K. This could get deeper as I mentioned.

  • mdplanet@ymail.com mdplanet May 9, 2014 8:46 AM Flag

    Gee, Allo. I thought you told me there was no way the ATM was being exercised?

  • mdplanet@ymail.com by mdplanet May 9, 2014 9:03 AM Flag

    The company stated they have enough cash for the next 12 months only. More dilution will be necessary within the next 6. There will be no licensing deals until results from the IC trial are in. Beware the overly stated hype.

  • mdplanet@ymail.com mdplanet May 9, 2014 11:38 AM Flag

    That $10M won't even carry them for 1 quarter. The burn rate just keeps going up and up. What was it, $15M in Q1? I guess it is good to know the company can covertly raise cash and dilute shareholders at any time. This way can survive quarter to quarter, paycheck to paycheck.

    Partnerships and licensing will only come with results. So far we have very little and they are from 2 or 3 trials of 18 patients or less each. The IC trial isn't expected to complete until December 2015, about the time the ATM Agreement expires.

  • mdplanet@ymail.com mdplanet May 13, 2014 10:15 AM Flag

    Upward trend?.....try lower lows and lower highs for the past 4 months. Bio techs have been getting hammered of late.

  • mdplanet@ymail.com by mdplanet May 13, 2014 10:18 AM Flag

    I love your newest reaction of removing posts. It shows your maturity in coping with challenges to your dream-laden views.

    Equally astounding are your insightful posts to anyone who comments on this stock with a realistic, rational, reasoned approach.

  • Reply to

    Alpo's new tactic.....

    by mdplanet May 13, 2014 10:18 AM
    mdplanet@ymail.com mdplanet May 13, 2014 10:21 AM Flag

    LMAO...Bingo! Next...........

  • mdplanet@ymail.com by mdplanet May 13, 2014 10:33 AM Flag

    The Oppenheimer report says nothing about enrollment except that it is progressing. Alpo formerly stated and since deleted that the enrollment was almost complete.

    MLV's report states they expect compensation from investment services within the next three months. I guess that basically states more dilution is coming as the ATM Agreement is with them.

    Jefferies still rates this as a hold. From their report: "There was no update in the 10-Q on PSTI's clinical programs." The opacity of this company amazes me.

    Where will the money come from for all these "potential" trials to begin this year. They can't continue to burn through $15M per quarter. Perhaps the recently approved 100M shares will suffice to finance this company until some results are released.

  • mdplanet@ymail.com mdplanet May 13, 2014 11:05 PM Flag

    Also from the MLV report:

    Issuer Specific Disclosures
    MLV or any affiliates in the past 12 months managed or co-managed a public offering of securities for Pluristem Therapeutics Inc..

    MLV or any affiliates in the past 12 months received compensation for investment banking services from Pluristem Therapeutics Inc..

    MLV or any affiliate expects to receive or intends to seek compensation for investment banking services from Pluristem Therapeutics Inc. in the next 3 months.

    An unbiased report? You decide.

  • mdplanet@ymail.com by mdplanet May 16, 2014 12:20 PM Flag

    Possibly. With Orphan Drug news pending Monday or Tuesday, this may prove a decent entry prior to the 10-15 cent run up upon designation. Otherwise, this will probably float back down into the $3.20's once again as there are no other near term catalysts to drive the price up and hold the gains. The company is burning all its cash rapidly and substantial financing will be necessary within the next 6 months.

  • Reply to

    Time to Buy?

    by mdplanet May 16, 2014 12:20 PM
    mdplanet@ymail.com mdplanet May 16, 2014 1:12 PM Flag

    What do you think an ATM is? It's an avenue to finance the company and raise cash. The company only has cash for 12 months, per your buddy Zami. Current trials cost cash. New trials cost cash. Zami's weekly trips cost cash. Who is paying for these? Not United, not CHA and not a new partner any time soon. They are years away from any approvals and many months away from any new human trail results.

    Did I mention the added 100M shares so they can finance even more? Personally, I see the continued execution of the ATM through Q3 and a secondary by early 2015.

  • mdplanet@ymail.com by mdplanet May 20, 2014 1:39 PM Flag

    regarding Orphan Drug Designation for preeclampsia?

  • mdplanet@ymail.com mdplanet May 20, 2014 2:10 PM Flag

    Please get your numbers right:

    Pine River SOLD OUT 30,000 shares.
    Psagot SOLD 17,000 shares and now holds 37,348.
    Susquehanna did not BUY 64,615 shares. They bought 36k to bring them up to 64K.

    Source: NASDAQ website.

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