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Insmed Incorporated Message Board

rehdvm2004 85 posts  |  Last Activity: Mar 22, 2015 6:19 PM Member since: Oct 21, 2004
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  • rehdvm2004 by rehdvm2004 Feb 16, 2015 8:40 AM Flag

    A poster commented on Genexine and Scancell.

    The former is a private company in Korea which is focused on producing DNA based biopharmaceuticals for essentially orphan diseases. The big item in their pipeline is the growth hormone entity. If it acts like IGF-1, or participates in the pathways that use IGF-1, that will be a big new approach to DMD, ALS and other diseases. I had invested in INSM back in the Iplex days and if they had not gotten into a patent infringement suit . . . they would have been a $billion by now. One of the Iplex spinoffs survives in Sweden (owned by Shire but conducted by Premacure) which is the accelerated growth of premies and the prevention of ROP.

    The Scancell melanoma vaccine approach (in clinics since 2010) simply suggests that ONCS is on the right track in collaborating with Merck (PD-1). Scancell is trying to demonstrate that one vaccine that stimulates two entities that attack melanoma is a sound clinical approach. Merck and ONCS are doing the same thing with a T-cell attractant and a drug that unmasks the immune epitopes of MM.

    Watch for Genexine and wait for ONCS-Merck.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Clarifications . . .

    by rehdvm2004 Feb 15, 2015 11:50 AM
    rehdvm2004 rehdvm2004 Feb 15, 2015 12:38 PM Flag

    Unfortunately, dw has never been a signatory to a partnership, collaboration, material transfer agreement, licensing agreement, et al. I have been a party to each of these an more regulatory documents. dw is just an ignoramus who is trying to get the SP to go up and/or down by blather on this MBs. Fortunately for us, we can place the dsdw on "Ignore." He/she has been on my ignore setting for nearly two years.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Feb 15, 2015 11:50 AM Flag

    Roche, U Penn and Medimmune are partnerships. Inovio would not have those designations on their website under SEC limitations of "safe harbor/forward looking" statements unless those business relationships were true. The others are licensing agreements or collaborations, per the proper use of those terms. Those agreements are in process based upon Inovio achieving whatever milestone are necessary to get to a partnership agreement.

    So do not be misled by bashers who like to create misimpressions. Read the statements on the Inovio website and do your own DD. 90% of the statements on these MBs are from bashers or pumpers which serve only to confuse retail stock investors trying to get ahead with biopharmas. You cannot win with a biopharma stock unless you get in for the long hall to milestone announcements. The regulatory process for testing and manufacturing vaccines is too protracted.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Tuesday $14

    by allen1win Feb 13, 2015 11:59 AM
    rehdvm2004 rehdvm2004 Feb 15, 2015 11:31 AM Flag

    Going for 1000 shares Monday. Trading in 1000 shares of Fidelity PIMCO. We will see if I am on time.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    This is really stupid or really good.

    by sprinterman1 Feb 5, 2015 11:45 AM
    rehdvm2004 rehdvm2004 Feb 5, 2015 1:14 PM Flag

    Put a dash after each of those positions and make a guess as to what they might do for an expanding company with new facilities.

    Do some DD instead of just posing a question for bashers and pumpers to grab onto. There is an example below:

    Research Associate - someone to help with laboratory protocols to develop new plasmids and/or perform preliminary safety and efficacy studies.
    Associate Director Clinical Compliance - a field person to make sure that protocols and data reporting requirements for Clinical Trials are followed.
    Senior Electrical Engineer Product Development Associate/Product Development Scientist - a person who might be looking at the next generation of electroporation?
    Senior Mechanical Engineer Product Development Scientist - collaborator with the electrical engineer above.
    Quality Control Technician - make sure that Bill of Materials requirements and certified Good Manufacturing Practices are followed for making plasmids.
    Research Associate/Research Scientist - Probably another lab needs someone like the first position listed above.
    Production Assembler II - assembly means putting devices together. Maybe the electorporesis devices?
    Clinical Supplies Coordinator - an employee who makes sure that clinical materials are shipped by carriers and using methods that guarantee the product studied in clinics will not be altered in transit by inclimate weather, carrier trucks overheating, etc.
    Research Associate I - someone higher that the RAs (probably by experience) hired above.
    Documentation Control Specialist - someone to write Bills of Materials, sign off on manufacturing procedures, etc. (an internal QC documentation specialist).
    Electrical Test Technician II - experienced person to test electorporation devices?
    Bioengineer/Scientist - doctorate person to look at new methods to produce plasmids, collaborate with existing scientists at INO.

    Hiring these many people shows company growth.

    EOS

    GLTAL

    Sentiment: Strong Buy

  • The bashers who have been comparing INO and ADXS for the last month just took a hit in the chops. But day traders who blather in BS all the time rather than do their DD have this kind of thing ricochet back on them and affect their credibility. INO is here to stay and will be here long after the Beta goes to 1.000000 (sunk in cement) and they have multiple products approved.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Feb 2, 2015 7:42 PM Flag

    You are a joke. A bad one . . . but a joke.

    Iggy

    Sentiment: Strong Buy

  • are listed at ClinicalTrials DOT gov. The FOS posters continue to make fools of themselves.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Feb 1, 2015 4:05 PM Flag

    Diagnostic tests of any type need to achieve an endpoint with three major narrow ranges:

    1. Sensitivity - the ability to detect what antigen antibody reaction serves as an indicator of the disease.
    2, Accuracy - the ability for the reaction to detect ONLY that antigen as the marker of the disease.
    3. Reproducibility - the ability to detected it above 98% (or better) each time the test is performed.

    Then when you have a disease agent with different antigens for different strains of (virus) for example, you have to accomplish 1, 2 and3 for all of the different antigen antibody reactions that would detect different strains of the virus. Like HIV.

    Hope this helps understand why DPP with multiple stripes is so important.

    GLTAL

    Sentiment: Buy

  • Reply to

    Did a Medline search and found . . .

    by rehdvm2004 Jan 15, 2015 1:53 PM
    rehdvm2004 rehdvm2004 Jan 29, 2015 9:36 AM Flag

    PRTK is really a small holding company for intellectual property. They have two formulations of "new tetracycline analogs" one for MRSA and one for rosacea/skin infections. I think the process is fairly manageable and unique for making the drug because they do not have an obvious expanding laboratory situation going on. But they are in Boston and if they need good lab help, all they have to do is advertise in the Globe. They look good also, but they are going to out-license everything to big pharma. It depends upon when they want to part with the IP for the one time pop. Their officers include two attorneys, one dedicated to IP. It was funny that their address is 75 Kneeland Street. That suggests they are in the building on the corner of Kneeland and Harrison Avenue which is the "stomping ground" for several start-ups I consulted for, including Biopure at 68 Harrison.

    GL

    Sentiment: Strong Buy

  • Reply to

    Did a Medline search and found . . .

    by rehdvm2004 Jan 15, 2015 1:53 PM
    rehdvm2004 rehdvm2004 Jan 29, 2015 9:12 AM Flag

    The search on DPRX suggests that they have met their clinical milestones and are due to complete their Phase III in April of this year. There are 20 competitive interventional studies at Clinical Trials DOT gov. It looks like this company is privately held, so I am not sure how you can get shares. From what I have read, they look like they have novel product that is effective. The reason they might be a good bet is that the treatment regimen in the Phase III clinical is 14 days (that is short for topical Rx and suggests the drug is very effective). Keep following and look for the IPO. There are only two employees of this company according to Yahoo, so their product must be very simple to produce. This suggests their patents may be a primary factor. Could not find any collaborators.

    GL

    Sentiment: Strong Buy

  • rehdvm2004 by rehdvm2004 Jan 26, 2015 2:16 PM Flag

    is the end of the public review period in Saskatchewan. This completes a 60 day public review given the EIS by the Saskatchewan Minister of Environment. This review period was extended from 30 days because they wanted to give the First American Council extra time for their review and comment. If there was no impact on Native Americans, the review period would have been completed on or about February 16 which back calculates to the time the public review started. The time for any additional questions and/or approval is 30 days after March 18, 2015.

    Thanks Ann. Sorry for any wise cracks.

    You only have to wait another seven weeks. If Shore Gold does not indicate any additional questions were submitted by the Ministry, they will be digging in Spring.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Jan 25, 2015 10:06 AM Flag

    All vaccines are tested for efficacy and actually released by titration assays in laboratory mouse animal models. But your mention of mice is going to cause "you know who" to go crazy with ignorant statements next week (if not sooner!?!). The person may not wait for the "Day Trading F _ _ T" to sound and start their day on Monday.

    GLTAL

    Sentiment: Strong Buy

  • rehdvm2004 rehdvm2004 Jan 25, 2015 10:02 AM Flag

    Encouraging post. I bought into Inovio because of the Hepatitis C vaccine. The European trial failed because the T-cells did not respond to the level that the antibody response in the liver would eliminate circulating virus. There are treatments that get some patients to become viral negative, but the course of treatments with interferons and adjunct agents is racking on patients. My Nephew has Hep C, so I am very interested. But the adjustments to the plasmids that produced a greater level of direct liver response was a step forward. This vaccine is going to be both a primary and adjunctive therapy for Hep C in the future.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    For whatever it may be worth . . .

    by rehdvm2004 Jan 15, 2015 1:44 PM
    rehdvm2004 rehdvm2004 Jan 25, 2015 9:54 AM Flag

    So . . . three direct telephone calls during regularly scheduled business hours (the same as Central Standard Time) to Deputy Environmental Administrator, Ann Riemer in Saskatoon, gets no telephone response. The general communication people will call back if you leave your telephone number and redirect your call to an "official qualified to comment", but getting the "official qualified to comment" to call back appears to be a problem. I can only surmise that they get free tickets to local hockey games, or they were trained at some governmental agency in the US. In deference to the US Feds, they have gotten better in the last 10 years.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Question

    by dallaldan Jan 21, 2015 4:40 PM
    rehdvm2004 rehdvm2004 Jan 21, 2015 5:18 PM Flag

    Investors in biopharma should understand that because of the tedious regulatory path to approval, any new therapy is subjected to a continuous attempt to manipulate the SP. However, retail investors should set aside any of this BS on message boards because the SEC regards MBs as blogs and presumes that people following and posting are smart enough not to get caught up in day trading or MM manipulations. The fastest three files to get though the FDA averaged about 28 months to get an approved NDA or BLA. Most average 6-8 years. So if you invest here, plan to follow the progress for 3 years before you make your final decision.

    Also, go to the profile and look who is "partnered" with this company. Merck, Medimmune, AZ and another company that produces products. They did their DD to get involved with a joint venture to perform a clinical trial. Who is smarter? Merck or SA. As one of the posters said here, "people fell for the short's line of tripe.

    ADXS could not make the false statement that is claimed because they have to comply with "forward looking/safe harbor" reviews by the SEC. They cannot make false claims or they Chief Officers get hammered. Also, ADXS is not going to make any claims to safety and efficacy that physicians who participated in the clinical trial did not publish in interim data in a peer reviewed abstract. In many cases these abstracts are suggested to be whitewashed, but few are proven to be so. When the final statistical analyses are performed and the primary and secondary endpoints are evaluated, there are failures. But not too many from a Phase III. And enrolled patients drop out all the time. It is the number of enrollees that get to the end of the study and are monitored through the post Rx/clinical trial segment that provide the basis for the final statistics. EOS.

    Unfortunately if someone panicked because of SA, it is because of not doing their homework.

    Just so we are clear, I am an INO shareholder who hates misinfo

    Sentiment: Hold

  • Reply to

    Celldex is breaking out!!!!

    by biofan405 Jan 20, 2015 10:39 AM
    rehdvm2004 rehdvm2004 Jan 20, 2015 5:20 PM Flag

    Celldex and Inovio have different clinical applications. Idiots do not understand that if you have two different treatments that attack a particular cancer by two different mechanisms they can be used in complimentary fashion. Immunomodulators against cancer are used at multiple weekly intervals to get best results (e.g., Week 0, Week 14, Week 28, etc.). The interval is needed for the immune system to react. Most posters who talk about the differences between A and Z do not realize that the other letters of the alphabet are in between. Cancer is treated by multiple therapies to get cures. It has been that way for more than 40 years. Too bad day traders are uneducable until the get the disease. Then they scream for multiple chances to survive.

    GLTAL

    Iggy

  • Reply to

    Lots of Digruntled Investors Here

    by irishmick8299 Jan 16, 2015 11:23 AM
    rehdvm2004 rehdvm2004 Jan 18, 2015 3:07 PM Flag

    Of course this is accurate . . .

    ADVX "% of Shares Held by Institutional & Mutual Fund Owners: 10%"

    versus the 20% of Inovio shares held by "Institutional & Mutual Fund Owners." That is correct, the same Yahoo Finance quotation of facts.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    Can INO use a better P?R Department?

    by roadflea2000 Jan 16, 2015 7:07 PM
    rehdvm2004 rehdvm2004 Jan 17, 2015 12:24 PM Flag

    PR in this business sector is based upon third party (not the company, not the investor) approving information that validates the safety, efficacy, how the product is made and the ability to make the product reproducibly. That is to say, prove that a company can make, distribute and have the product perform the same way for 90% of the patients given the drug, biological or use the medical device and have them respond favorably to the treatment. There is no PR short of proving one of these facets that is reviewed, critiqued and finally approve by the FDA, USDA, EMEA, EPA, WHO, etc. ad nauseam. This type of company is also severely bounded by SEC with its requirement for "safe harbor/forward looking statements." More than any other industry. They cannot make unproven claims. So what PR firm do you think could make bolder statements about Inovio? What would they say? If you cannot afford to wait a few years based on the place where Inovio is now with their projects, invest in another sector. Some industry less regulated. Look at IPOs for new apps, computer programs or services.

    GLTAL

    Sentiment: Strong Buy

  • Reply to

    What is mean?

    by yyonghoo Jan 16, 2015 8:25 AM
    rehdvm2004 rehdvm2004 Jan 16, 2015 8:34 AM Flag

    The important related news is that Chembio is now collaborating with the Feds to make a point of care (POC) Ebola test that can be read in 60 minutes. It is being devised under guidelines from WHO. That will be the test if they can get enough of the different strains of antigens/immunogens and develop the to make the stripes on the POC and get the antibody to label each strain of virus. PCR takes hours and requires at least a mobile laboratory with electricity. POCs just require blood or secretion from the patient and somewhere out of the wind.

    GLTAL

    Sentiment: Strong Buy

INSM
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