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Insmed Incorporated Message Board

rehdvm2004 41 posts  |  Last Activity: 23 hours ago Member since: Oct 21, 2004
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  • be Overbought when . . .

    1. Most shares are owned by Grifols or institutions?; and
    2. The average daily volume is less than 20,000 shares since the RS?

    I think the analyst is a crack head!

    Let's see what the Phase III reveals in a few months.

    Sentiment: Strong Buy

  • Reply to

    Zacks reports are funny

    by whyaduck Sep 12, 2014 11:05 AM
    rehdvm2004 rehdvm2004 Sep 12, 2014 10:03 PM Flag

    Your already did! Unfortunately you fell on your head and your brains are mush!

    GLTAL

    Sentiment: Strong Buy

  • is totally contrary to the definition of "overbought." This would indicate that the numbers of shares bought and sold per day would be high (read Investorpedia). There are so few shares changing hands that an investor would have to be in the top 13 to pick up 1000 shares. This is an attempt by the day traders, MMs and wanabee manipulators to "create circumstances that would lead to higher trade volumes and shorting." This is a long term accumulation situation. When ARDM and Pulmoquin achieve their Phase III clinical goal, it will be an advance in inhalation antibiotic therapy.

    GLTAL

    Sentiment: Strong Buy

  • but these concepts are foreign to the ignoramuses on this MB.

    For the stock manipulators, INSM should not be below the $19-$21 range based upon what WL and the scientists have been able to demonstrate since overcoming the clinical "Hold" of three years ago. He accomplished reasonable scientific and clinical trial goals. The CF/Pa study was marginal, but the patients that were admitted into the study and undergone years and years of failed interventional therapy. Dr. K. Olivier and NIH will figure out the difference. The new investor presentation at INSM clearly states that a Phase III is being promoted. It will probably appear on ClinicalTrials DOT gov in a few weeks or months.

    But more importantly, INSM has started a new project for a clinical trial for PAH. Who was the only person to say that the liposome was a carrier for other drugs and biologicals? Who was the only person to ask WL to comment on this possibility of a master file for the liposome and get a positive response. The fossilized ignoramuses on this MB are still engaging in criticism of personalities and talking about Iplex for ALS. The only form of Iplex is Premiplex which is a Premacure (clinical trial directors)/Shire (biological developer) entity as of . . . forever in the near future.

    WL got the extra $$$ to develop the Arikayce market world wide and now undertake the PAH clinical trial. These are scientific/medical goals. Not SP, short, BS goals like the posters on this MB would like Longs to believe.

    Funny. All but four posters on this MB is on my ignore list. But I can see what they wrote when I follow the WL accomplishments which cannot be spun out of context by the ignoramuses.

    GLTAL

    Sentiment: Buy

  • The former is developing future drugs for immunotherapy to no currently designated cancer condition and ONCS is looking to start a Phase III clinical trial on an existing immunotherapy for disseminated malignant melanoma. But let's put it into perspective of the recent FDA approval of the Merck immunotherapy agent. It says that this immunotherapy agent has extended survival from slightly over a year to slightly over 18 months. That means a lot to a person who has MM. But it is not as good as going form a prognosis of one year to a prognosis of 5 years. How would you try to achieve this goal (5 years) if you were an oncologist treating MM? I would give the Merck immune-agent for the first course and then follow on with the ONCS treatment. Hit the MM condition with two immune oriented attacks. Think for a moment. Since Dr. DiGrigorio thought of rotating chemotherapy agents back in the 1970s to lower the toxicity to the patient, and diversify and increase the toxicity to the cancer, chemotherapy has prolonged and saved lives. Now there is the opportunity for "multimodality immunotherapy." Hitting cancers with one, two, three or more different immune system origin, natural products of the body. But because there is no chemicals or foreign substances involved, the body experiences negligible toxicity.

    BTW I know a lot about this subject across 34 years of working at Dana Farber and being an advocate for many cancer patients, several of whom had MM. I am also personally interested because I am undergoing my third Mohs Procedure in the last 8 years. Product of years of beaching and surfing in Southern California.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Know what really irk's me?

    by foxthemover Aug 30, 2014 12:17 PM
    rehdvm2004 rehdvm2004 Aug 30, 2014 4:26 PM Flag

    You need to understand the daytrader, basher mentality and then put it to rest. They play on these MBs thinking that they cause tidal waves of buying and selling. Groups that move (buy/sell) large blocks of stock cause tidal waves of buying and selling. But they do not "telegraph" their games. These jokers are paid "blatherers" that try to create impressions of what the big movers are doing.

    But you need to understand the Inovio science and business plan. It is very slow scientific R&D that leads to a clinical trial and then licensing (BLA for biological). It takes years. There is no "overnight success in biopharma. It is too heavily regulated. So when you invest, plan to sit back and read a lot of newspapers before there is a headline about your company. Perhaps, like me, I am invested for the fourth generation of my family and children of friends. That is probably who will be spending the $$$ because I ain't going to be around when Inovio is worth $50 a share after a 4:1 split in the future. It will happen based upon the science and the R&D that is not even being reported. They have 400 patents. That means 400 immunogenic agents that have been woven into a circle of carbon molecules (totally foreign to the body) and are being tested to be electroporetically "finessed" into human or animal cells to elicit an immune response without adjuvant.

    GLTAL Our day will come.

    Sentiment: Strong Buy

  • Reply to

    GSK Set to announce Ebola clinical testing

    by sacbunt306 Aug 27, 2014 7:15 PM
    rehdvm2004 rehdvm2004 Aug 28, 2014 9:40 AM Flag

    There are five NIAID protocols listed at ClinicalTrials DOT gov that are preliminary to this potential clinical study. NIAID is involved because the antigenic (immune response causing) proteins have to be purified from Ebola virus that is only grown in the Level 4 Containment Laboratory in Maryland. The proteins are being put into an "adenovirus vector" (empty adenovirus shell) that gets injected and stimulates the immune system. From the duration of the five studies performed, this vaccine approach has been under development since the mid 2000s. No reports are associated with any of the five studies, but that does not mean there are no abstracts to track down. This is not direct competition for Inovio at this time.

    Sentiment: Strong Buy

  • several facts:

    1. Cipro (a fluroquinolone) is one of the safest and most effective antibiotics

    2. It can be prescribed for lots of different infections without culture

    3. In an inhalational antibiotic regimen of treatment . . . it can be simultaneously taken as a pill

    4. The pill is twice per day and the inhalational antibiotic is once per day . . . which means

    5. That any bacteria, that has infected the lungs, is caught between the inhaled Cipro and the Cipro that is being supplied to the infection site by the bloodstream

    6. This gives the highest possibility of eliminating the lung infection

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Shore Gold breaks out . . .

    by rehdvm2004 Aug 26, 2014 2:58 PM
    rehdvm2004 rehdvm2004 Aug 27, 2014 6:51 AM Flag

    Remember this is going to be an open pit mine.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Aug 27, 2014 6:48 AM Flag

    If they get approval for the current use, the patients you have identified would be able to use the vaccine under that prescription for use "off label." All you have to do is get a doctor to prescribe the patient to be vaccinated. But right now the goal is to demonstrate that you can get patients of "zero circulating levels of HIV" with vaccination, not chronic drug use. My nephew has HIV and lives in Thailand. He has to come back every 6 months to get his meds renewed. He has 7 years of chronic Rx right now. If he was vaccinated, he might have to get revaccinated every two years, or some regimen like that. It is a lot less costly and tedious for the patient to be vaccinated. NIH has been working on this for 30 years now. Ever since that studies at Harvard Med with the SHIV virus vaccines.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    No traction for shorts!

    by rehdvm2004 Aug 26, 2014 8:02 AM
    rehdvm2004 rehdvm2004 Aug 27, 2014 6:37 AM Flag

    No. Longs want to sit quietly and let ARDM hit its clinical milestones and have one of the clinical sites publish interim data showing successful elimination of the bacteria from patients. This takes a long time. Letting jokers play with marked cards during this same period just makes opportunities for opportunists deal in misinformation and misstatements. Fortunately these message boards are not overly powerful instruments for shorts. But they can be if you look at other microcap or midcap biopharmas who have polarized MBs. It is the scientific and regulatory milestones for drug companies. Not volumes and temporary SP.

    I am picking up 250 to 500 shares every few months.

    GLTAL

    Sentiment: Strong Buy

  • when they start digging and processing kimberlite by the submitted plan.

    Remember they inherited the pilot program when they bought Kensington Diamonds, who were partly owned by DeBeers of South Africa. That is where the whole episode started.

    If they get to work soon, the Phoenix will rise from the ashes.

    But it shows the power of the environmental regulators in protecting and preserving the wilds of Canada.

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 Aug 26, 2014 2:52 PM Flag

    Notice that garysnoop1 does not suggest specifically what Inovio should have done. I think the "meat" is in his head. Inovio is in one of the most heavily regulated business that takes years to get through the regulatory "hoops." Inovio is just at the starting point of their first Phase III, but they have also launched the first immunogen/interleukin enhanced vaccine study for the same conditions that are being treated with VGX3100. Plus they are including the head and neck versions of the infectious agent. So Inovio is performing the "next generation study" already.

    What meathead does not realize is that if Inovio hits its regulatory goals, they can float more stock with only an initial (fear of dilution) response and then use the capital to reach more milestones. I think the partner situation centers around manufacturing billions of doses of vaccines. That take a huge manufacturing plant that is cGMP and only the big biopharmas have those. That is because there is 100,000 square feet of Class 10,000 manufacturing space that sits idle for many weeks every year. Only very big companies can tolerate that type of overhead waste. Not micro/mid cap companies.

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Aug 26, 2014 8:02 AM Flag

    Shorts cannot slice enough baloney or get the volume up to get any traction her. That is refreshing.

    Sentiment: Strong Buy

  • Reply to

    insider

    by howdy11783 Aug 20, 2014 5:51 PM
    rehdvm2004 rehdvm2004 Aug 26, 2014 7:57 AM Flag

    That 92% includes Grifols and various institutions. Not ARDM administration and employees. So I am not sure what impression you are trying to promote, but it seems suspicious. Lots of us are accumulating for the milestones two years from now. I invested in March 2013 knowing there was a 5 year pathway to success. What is your story?

    Sentiment: Strong Buy

  • Reply to

    ALXA far ahead of ARDM in inhaleable medicine.

    by jgeorge7629 Aug 25, 2014 8:07 PM
    rehdvm2004 rehdvm2004 Aug 26, 2014 7:49 AM Flag

    ALXA looks like a progressive company for inhalational therapy, but they are not competitors with ARDM which is inhalational Cipro for lung infections. This company makes the inhaler, not the drugs that are used in the inhaler. They have screened 400 drugs of which 200 appear to be deliverable in an unaltered state into the airways. That is good they have a future in the inhalation delivery business. However their clinical trials are early stage and specific products AZ-002, 008 and 009 are years away from FDA approval. So the investment, for now, is really in the inhaler and the partnerships with TEVA and Ferrer. This would be a 3-5 year investment with slow accumulation for someone who is 40 years old and wants to invest in the future.

  • Reply to

    A Question about Clinical Trials

    by danwebs2014 Aug 23, 2014 11:28 AM
    rehdvm2004 rehdvm2004 Aug 24, 2014 8:43 AM Flag

    This is a pretty good thread because it addresses the regulatory and clinic-scientific issues.

    The vaccine combo has been changed by the addition of the new cytokine to the VGX3100. That is why Inovio is electing to do a new Phase 1, Phase 2a. Both of these clinical trial formats are focused on safety. Phase 1 is safety of a single dose and Phase 2a is safety of multiple doses. But they are expediting this new formulation because they believe the T cell response will be even more profound with the cytokine addition. What did they call it INO-33 or something like that?

    The next clinical extension is to look at herpes head and neck cancer induced by the virus. There is no delicate way to say this, but there is a sexual connection between the genitals and the mouth. A famous actor recently made a statement about this if you want to get graphic.

    But Inovio is obviously pursuing the "second generation vaccine" based upon good preclinical safety and efficacy data. I keep reminding the bashers (they hate this) that every batch of vaccine released for human use (and most veterinary vaccines) are tested for their safety and efficacy in laboratory mice. I have been looking at the mouse immune system for more than 30 years and have marveled at the totally transferable immunology data that has led to new human vaccine candidates and approved biologicals.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Aug 21, 2014 5:28 PM Flag

    There is a reason that I keep the fringe element on both sides on "ignore." Both deny the principles of medicine for emotional reasons or ignorance. Arikayce will have a huge market for NTM because there are no treatments that are predictably effective. The Phase IIb study, which got marginal results was conducted on patients who had been treated for years with therapies that did not work (i.e., were not efficacious in eliminating NTM). Now they have a treatment that got rid of the infection in more than 50% of the patients who were previously "incurable" (cure = no NTM on culture). What medicine tells practitioners is that if you have a better therapy and use it sooner, the patients will benefit. What were the words of the chronic NTM (M. abscessus patient?) I think I could get rid of the infection if I had further access? He is correct. But lets us see if the Phase III included patients that have not had to endure the treatments that are ineffective. Any doctor would tell a patient, the earlier we get you on the best treatment, the lower the risk and the better the chances for efficacy.

    INSM will replace the COO in short order, but they do not have to replace the CMO in a hurry. They are not even advertising for a CMO. Why, Dr. Kenneth Olivier. He is the key to NTM and the next two years of INSM progress. The path forward is clear for anyone experienced in FDA regulatory submission or the principles of medicine.

    Sorry terry, you are among the ignorant here and the "posse" has you pegged.

    GLTAL

    Sentiment: Buy

  • rehdvm2004 rehdvm2004 Aug 21, 2014 1:23 PM Flag

    The market is clear for NTM and the revenues will be significant. But the most important aspect for treatment of this disease will be the fact that people with chronic NTM (like the poster who has had M. abscessus for years) will be treated straight away with Arikayce and not have to endure inferior treatments for those initial years. This direct use of optimum treatment will also preclude exacerbations. I believe this company is going to expedite their efforts to get approvals all over the world. The positions they are recruiting and the cash they just raised suggests strongly that they intend to be a stand alone company in the future. I think 2016 will be the year.

    GLTAL

    Sentiment: Buy

  • as a company, subdivision of a company or other "entity" long after the idiots who are bashing the technology have achieved the ultimate statistic . . . one life, one death! Let's hope they are not so ignorant and stupid as to not get vaccinated for a disease or condition for which Inovio has developed a treatment!?! But from what I have read . . . they are not THAT ignorant or stupid. There are no atheists in a foxhole.

    I bought in in March 2013 and targeted a high level of success in 3 years. Seems about right.

    GLTAL

    Sentiment: Strong Buy

INSM
13.21+0.03(+0.23%)Sep 19 4:15 PMEDT

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