Fri, Dec 26, 2014, 10:20 AM EST - U.S. Markets close in 5 hrs 40 mins

Recent

% | $
Quotes you view appear here for quick access.

Insmed Incorporated Message Board

rehdvm2004 143 posts  |  Last Activity: Dec 24, 2014 9:32 AM Member since: Oct 21, 2004
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • rehdvm2004 rehdvm2004 Dec 24, 2014 9:32 AM Flag

    Depending upon the breadth of your "ignore" flags, you can see why the SP and market cap is down for this stock. Grinches swarm all around at Christmas.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Dec 22, 2014 1:10 PM Flag

    The SBIR grant for the next generation of electroporation is to be expected. It gives ONCS a proprietary position for DNA vaccine administration versus using ImmunoPulse, which was part of the Inovio acquisition. There will be a lot of medical device research on electroporation and pod inhalation devices in the future. Also expect increased activity on diagnostic Point Of Care (POC) devices for diagnosing these infective agents that the vaccines are aimed at treating.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Who would be the best partner?

    by setto_triple_ino Dec 20, 2014 9:07 PM
    rehdvm2004 rehdvm2004 Dec 22, 2014 12:47 PM Flag

    Any large scale vaccine producer who could ramp up any of Inovio's vaccines and get them approved on a batch-by-batch basis according to cGMP procedures through the FDA/CBER. That is how final BLAs are approved and the batch-by-batch testing is a requirement for commercial sale of vaccines.

    UPenn is a collaborator in a clinical trial, which does not fulfill how the vaccine will be manufactured and released in the future. Only a big biopharma with vaccine production capability can get commercial product out the door for sale. Inovio can only product pilot batches right now. The are according to an FDA approved process, but the scale will not produce 1 million vials per day . . . like will eventually be needed for successful commercialization and product sales.

    GLTAL

    Sentiment: Strong Buy

  • Is really beyond the scope of what TST is testing right now. The molecule is an "immune modulator" which is an emerging category of drug or adjuvant to other drugs for the future. The entire scope of cancer treatments is changing rapidly to "unmasking the cancer cell" from the immune system. What that means is the scientists and medical researchers are finding ways to have the immune system in a person's body recognize the cancer cell as "different from the body" (or cause the immune system to recognize cancer as "non-self"). If you think about it, your immune system hunts out foreign molecules or infectious organisms in your body on a 24/7 continuous basis. That keeps bacteria from your lungs, gi tract or other from circulating in your blood. This mechanism begins by producing antibody to the offending agent and coating the foreign agent. Once the agent is coated, macrophages engulf the agent and destroy it.

    The unmasking of cancer is going to allow circulating antibodies to coat cancer cells and have the cellular defense mechanisms of the body attack the cancer.

    But back to the point at hand, the antiserum to the new, purified mycobacterial cell wall prep has diagnostic value also. It could be used to verify the presence of mycobacterium in sputum samples from TB patients and/or be used as an adjuvant for other cancer therapies that work through the immune system. But the purified moiety has important uses.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    A few comments before Narita departure

    by flightplan747 Dec 20, 2014 2:08 PM
    rehdvm2004 rehdvm2004 Dec 20, 2014 3:01 PM Flag

    Both technologies are inducing IL-12 by different means. The ZIOP formulation is an adenovirus vector which needs Veledimex to activate and cause IL-12 production. With my past experience with adenovirus vectors at Genzyme Corporation, I would believe that these two experimental agents are ranked in reverse in terms of SP. The FDA has real problems with adenovirus vectors. Go to the ZIOP site and look at the papers.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Scientific advisory committee at CEMI

    by rehdvm2004 Dec 18, 2014 6:11 PM
    rehdvm2004 rehdvm2004 Dec 20, 2014 9:15 AM Flag

    I am the only person on this MB who has negotiated with CEMI to produce two veterinary products. I was quoted the exact cost in the breakdown of a unit that cost $2.40 to make, which would sell for $10.00 per test and still make $$ for everyone. We had a specific breakdown of the overhead, supplies, royalties, etc., etc. The license agreement is for allowing others to use DPP. Not for having CEMI make your product using DPP. We did not possess the antigens and were licensing them to have CEMI make our product. I repeat, owning and producing your own reagents for the DPP test is where CEMI would side step a lot of royalties and manufacturing costs.

    GLTAL

    Sentiment: Buy

  • Reply to

    2015 Small-Cap Biotech Watchlist Announced

    by waitforit52 Dec 19, 2014 8:13 AM
    rehdvm2004 rehdvm2004 Dec 20, 2014 8:41 AM Flag

    Thanks for sharing. I found one I am going to watch closely for a few years TST.TO. Purified form of Mycobacteria cell membrane which seems to bridge some of the failures in treating bladder cancer with BCG tuberculin (old tried and true Rx). But the importance of this purified form is that it "immune modulates" and it also has diagnostic value which has not been tapped yet.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    TVEC and Amgen

    by rudysnucci Dec 20, 2014 6:14 AM
    rehdvm2004 rehdvm2004 Dec 20, 2014 7:53 AM Flag

    When these new therapies get approved, some aspiring oncologist is going to put together a new concept in multiple modality (rotating therapies, additive therapies and/or synergistic therapies) that (in a protocol) appear to have advantages of safety and efficacy (curing the cancer being treated). These creators of new therapies will then take the schema to clinical trial in their institution and enroll a few compassionate IND patients who are without hope. This process tests safety to the limits because the patients enrolled are very sick and cannot stand much more challenge. But if (by intelligent medical planning or serendipity) the treatment works . . . bingo! another 5% of the patients with a bad form of cancer have a chance. When I worked at Dana Farber in the Harvard Medical Complex, they had 400 plus such protocols approved for human trials every month. Most used already approved drugs and biological, but the combinations and permutations of cancer therapy are endless. And most provide some data which is compounded into the next 5% reduction in incidence, severity or occurrence. ONCS is in the immunotherapy business with one of the first T-cell chemoattractants being studied.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Just received a

    by kevinsprague56 Dec 19, 2014 5:45 PM
    rehdvm2004 rehdvm2004 Dec 20, 2014 7:44 AM Flag

    Got my card and got rid of a "brobear" (iggy) all in the same post!

    GLTAL and Happy Holidays.

    Sentiment: Strong Buy

  • Reply to

    are there anyone here since 50cents?

    by jacktrade175 Dec 19, 2014 11:04 PM
    rehdvm2004 rehdvm2004 Dec 20, 2014 7:07 AM Flag

    Came in at the "new shares issued point" at $0.5307. Been on the MB since that time because of the science. Added short shares recently, but I am not selling these for a long time. Living of SS and IRAs. Holdings are for our "Fairy God Kids."

    GLTAL and have a Great Holiday Season.

    Sentiment: Strong Buy

  • Reply to

    How long do we expect the trial to run?

    by nedim.husic Dec 18, 2014 6:36 PM
    rehdvm2004 rehdvm2004 Dec 19, 2014 8:06 AM Flag

    The collaborating Sponsors will project the "Recruiting" date and the end date. The end date has to take into account all the clinical treatments and post treatment monitoring specified in the description of the trial. The best clinical trials to follow are the ones at NIH.gov because they have much more detailed information in the descriptions of the trials. I reference the NTM trial by NAIAD versus the description in CTDg. I anticipate the contents of the trial to show up in 2-3 months.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Next catalysts?

    by jrdelane Dec 19, 2014 1:12 AM
    rehdvm2004 rehdvm2004 Dec 19, 2014 5:33 AM Flag

    Checked Merck, UCSF and ONCS and this study is not registered with the FDA yet. Merck has 17 for MM, UCSF has about 8 and ONCS has one on MM. The announcement will create the bump.

    GLTAL

    Sentiment: Strong Buy

  • 3.15K shares shorted. Just put the bashers on ignore and sit back for a few months.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Scientific advisory committee at CEMI

    by rehdvm2004 Dec 18, 2014 6:11 PM
    rehdvm2004 rehdvm2004 Dec 19, 2014 3:59 AM Flag

    Further, if they wanted to get a real handle on TB, they should look at the work coming out of Canada on the purified TB cell wall preparation from TST.TO. That is the real deal. Modern cellular biochemistry is changing diagnostic and therapeutic medicine. That is where the future is . . . 5 years out!

    GLTAL

    Sentiment: Buy

  • Reply to

    Scientific advisory committee at CEMI

    by rehdvm2004 Dec 18, 2014 6:11 PM
    rehdvm2004 rehdvm2004 Dec 19, 2014 3:55 AM Flag

    If they do not own the stripe on the DPP strip (ie, the antigen stripe) and they do not own the gold containing antibody that makes the stirpe show up (the antibody reagent), they do not own 100% of the profits from the product unit. As long as CEMI is just doing collaborations, they get royalty for each unit produced that has DPP, the recovered cost of manufacturing to pay staff, and a percent of any profit margin. If they owned the reagents, they would be out only manufacturing and have 100% of the profit. There is a difference which translates into CEMI making 25-40% of the profit versus 100% of the profit. Understand now? I sold because it was apparent that they did not understand.

    GLTAL

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 Dec 19, 2014 3:18 AM Flag

    Physical chemistry figures prominently where tissues which are mostly fat are involved. The solubility of therapeutic agents is a factor and the low blood supply to the fatty tissue is a factor.

    But breast cancer, like men's prostate cancer, is best handled by frequent screening, improving diagnostic testing methods and surgery. I have been an advocate for almost 20 men with prostate cancer and the last guy had robot surgery and was walking like nothing happened in 2 days. On the women's side, I guess Angelina Jolie is the poster child.

    But ONCS needs to focus on the skin and neck cancers right now.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Next catalysts?

    by jrdelane Dec 19, 2014 1:12 AM
    rehdvm2004 rehdvm2004 Dec 19, 2014 2:56 AM Flag

    Good post. Shorting of biopharma stocks is a problem because this heavily regulated industry is dependent upon enrolling patients into clinical trials and being subject to a long follow-up period of clinical evaluation to finally make a statement about safety and efficacy.

    However the catalyst is pretty clear. The collaborative study is going to show up as an FDA monitored study at ClinicalTrialsDOTgov and have the protocol defined. The Sponsors will be ONCS (probable because they have 3 there already, but not the new one), UCSF or Hutchinson (I have not looked for either academic medical center) and the Collaborator will probably be Merck. Something like that. When it shows up at the CTDg site above, it will have been triaged by the FDA and agreed to in treatment and medical concepts. I will look further and report if I find anything.

    GLTAL

    Sentiment: Strong Buy

  • When I see the light go on and they get either their own antigen or proprietary rights to key antigenically related molecules for an across the board diagnosis, I will buy back in. Until then, they are not fully attuned to the field of diagnostic medicine in the "almost a laboratory" in a doctor's office.

    GLTAL

    Sentiment: Buy

  • Reply to

    Nanotrap particles

    by sonomaca Dec 16, 2014 11:24 AM
    rehdvm2004 rehdvm2004 Dec 18, 2014 6:08 PM Flag

    Actually, DPP is faster and more sensitive. We did a comparative study with Luminex and DPP and the "retest Luminex samples" were visually positive with DPP and with the scanner were strong positive. Luminex is random scanning of fluorescent particles going though a limiting orifice. Counted and then collated electronically. DPP gives a very slight pink line which is visible to the naked eye and gives a statistically significant numerical peak with the scanner. It is all scientific understanding handed down to sales people. The Ceres technology is a chromatography enhancement for blot tests. Not an additive adjunct to DPP.

    GLTAL

    Sentiment: Buy

  • Reply to

    First post for a new company name TST

    by judgeandjury3864 Dec 4, 2014 12:10 PM
    rehdvm2004 rehdvm2004 Dec 18, 2014 4:09 PM Flag

    I am also a newbie who did some DD and bought in. I know the folks at McGill and any science originating from that institution is as good as it gets in Canada, if not the rest of the scientific world. I once reported to an Assistant Director at Baxter who was Dr. Gabby Plaa's proof reader for Tox and Applied Pharm. She taught me the differences in using words. A big one I remember is "between" v. "among." The latter means more than two.

    The BCG treatment for bladder cancer has been around since forever. It has a modest efficacy but is very safe. It is a big molecule. This smaller molecule will penetrate better and have a greater potential for efficacy because of that physio-chemical characteristic. The fact that this study is in Phase III is important. I view the drop in SP to be confusion over the other study that was terminated. Comparing two therapies in a clinical trial is always bad news unless it is structured to give absolute superiority to some characteristic associated with the newer agent.

    EMEA has been trialing the new inhalational antibiotics against inhaled TOBI for CF and keep getting "non-inferiority" rather than "superior" results. Not the way to get your drug approved.

    Retired veterinarian with 43 years performing studies for physicians and writing regulatory documents.

    This is a two year wait to the final submission and approval (modest estimate).

    GLTAL

    Sentiment: Strong Buy

INSM
15.80+0.51(+3.34%)10:16 AMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.