3rd repost - repost - 3hrs ago - EU decision filing possibilities- The"impression" Insmed is giving its shareholders is that voila!~ We file in Europe !all at once! Everything gets approved! for CF ! for refractory - for every patient and fuds 110kx35 = 3.5 Billions and we will be rich!
In the United States , Insmed will not enter the CF market (strategy emerging post),which by some estimates been 80% of worldwide revenues for that indication....Its Novartises
The clowns pushing a small trail,l Halt Approved! didnt get the jist of the FDAs decision. 2 trials - one confirming the refractory patient one a large long term trial into 2017 to expand the patient population.
Will EU approve CF - we hope so, that is the best bet, but will they allow a "dual filing" = I doubt it.
I doubt the EU will approve Everybody!, they may wait for the confirmation trial results then allow a filing for a small patient population, then wait for the 2017 results at which time Insmed files again...the EU may surprise and then
I'm in,but not till.
Its going to be a long haul either way ...which sets up the takeout scenario ...thats next weeks spam ..:- )
----------- shoot the messenger- catalysts? repost
Insmed has no real catalyst ( but risk) until next year. They are 3 ++ years from revenues ( if approved) in the US which as Wainwright wrote "is where most the company value (Wall st) lies." There is risk in their EMA filing.
So where's the catalyst ? If you are holding out for a Billion dollar takeover- poor investing.
One of the silliest comments is that Cohen and others are "not here not to make money" duhhh, and like those that swallowed up the 10 dollar offering last year and then went onto make a ton, (and not $10 to the 11.25 amount of the current one) they will profit - no matter what happens to Insmed and their drug.
The FDA contrary to popular opinion is also a political entity, the FDA gets a lot of money from large pharmas to run a govt agency responsible for 20% of the US GDP. The manipulators of Wall street and Insmeds competitors won just as I've been posting to the real thrashers of this board.
The golden days of 2013 are over and Insmed remains a $ 1.30 cent stock. Good Luck
If you expect me to answer the stupidsposts of those who should not be buying a biotech stock, forget it.
Yes I am short and my basis keeps rising. I did not post nor did I know what the price movement would be, on Sunday, but I did know Jesses post was a joke.
Traders dont say the stupidcomments like those from the obvious idiotshere. They know trading can be influenced by market conditions or news.They adjust. I will say I had no doubt yesterday the SHORTS were pushing up the stock ( read the nonsense from the same ones again who didn't have a clue Monday)and I just about caught the top.
Could I be wrong and have to cover in a buyout? and break even for the year? I realize the risk, but I know a chart read better than anyone on this board and I understand trading positioning. Those buying now are on the wrong side of the trade .....so far.. I put my money on it
YTD + 182% and those who listen to the kvnfudjessecrap deserve it.
Informed Insmed investors know the presentations which was presented as late breaking /
in the US in May at the American Thoracic Society Annual Meeting is another silly story from someone who likes to make up stories. Jesse likes to wrap his nonsense in Huge stock movements. /
-He's never been right in a decade...just like kvncmcddblasdp31/blankto thisone/fud/jad9000, not once.
-heres last fun call! -
=by jsblvbjb • Jun 16, 2014 "Stand by for news." This week? or next... Don't be shocked by a tremendous -reaction to the upside.- Terry's already working overtime to dampen any potential enthusiasm./ He will fail this time!" ...../ .. YTD+182% and amused.//
Is Insmed telegraphing a Limited patient population Filing. ?
We can all laugh at 100k patients x 100k = 10 billion and $500 a share! , but Lewis may have telegraphed a filing for a limited population followed by a larger trial for a larger NTMpatient population.
How would the street react ?
Would a dilution be necessary? . Would reality finally set in that this is an orphan indication?
Positioning -The chart is flagging and setting a base, After posting all my Insmed trades this year,I will not post my current trade
-The upcoming decision is not an approval ruling , it is a pathway of preparation, review, labeling, and hopefully not another trial..- IF there is an offering,and we won't know till a decision....the price will be the price the shorts ( who are the longs) are positioned - they never lose .My 6-27 trade is based on a technical read. YTD +127% Good Luck
You should have enjoyed the Candy. They took my trade while I was surfing ) + a penny. I blush. Your 12 was a guess _ ) .Mostly covering today...you see Friday is expiration day! - )). .This market bounce if we are to make another run must take out the SP195, Imagine if I posted a month ago that this board would be cheering 13 ! ..but reality has a funny way of ....
Stevie! LOL ! I didnt realize the new hedge fund name with his position.The traders pal! The SACscmbg! If you thought there was shenanigans before ....Even a historian now does not need to ask in the future, where are they getting the shares? !........Guess the date of the next dilution- ) Good Luck.
jsblvbjb • Sep 7, 2014 Tuesday is the big day!!! Load up tomorrow
jad9000 • Sep 8, 2014 Real results And Real Upside - Not Smoke And Mirrors
terry_insm • Sep 9, 2014 " the same ones again who didn't have a clue Monday and I just about caught the top. Yes I am short and my basis keeps rising. "I will say I had no doubt yesterday(Monday) the SHORTS were pushing up the stock"
I keep forgetting to Thank you for there may have been one who actually would believe your garbage.
Thanks to Cathy YTD +182 and positioned
FDAadvisor -You mean not every single NTM patient in the world will be ponying up 100 k ! to make us billions? ~) Piper Jaffray's report ( the most optimistic ) is saying its possible NTM could generate 600 M by 2020............ Good Luck
Experienced biotech investors realize that Insmeds future is 3 or 4 years. A larger pharma pipeline with the liposome technology asset could start to develop it. Insmed is trying to develop
what is on their plate
Developmental bios don't go on to make a fortune! huge pipeline ! big profits, they either get bought off or spend years trying to get an indication for big pharma notice.
I do hope liposome technology is explored, if another is found by Insmed, you will get paid off and someone will take your nest egg.
Oh and btw- it wont be Will's decision if the company gets sold and for how much. If someone offers $30 to Steve Cohen, I think even you would know what would happen. Good Luck
toyoda2014 I am suspect of the "dual filing" ... the timeline and if the EMA decides to wait for the Phase3 data also.(NTM If they do the CF indication would also have to wait ( no partial decisions) . I have posted I am suspect ergarding the dual filing the timelines and the process. with 16 months min, I'm sure we will have a better idea by years end. Good Luck
**** The June 27th trade -===== terry_insm • Jun 27, 2014 3:10 PM.- "Short @.19.51 all you can "
---(I also added the following Monday morning @ 20.45 ( RSI @ 80) with the blow off top.
kvncmcdd • Jun 27, 2014 "$19.51 I added 15,000 shares right at the close."
"by kvnmcdd • Jul 7th trade of 19.98 ! Added 4,000 shares...and youir 11,000 shares 30k ,wow!
We all know the covering price- ) Good Luck
Thanks to Cathy .Possible scenario by terry_insm • Apr 15, 2014 4:50 PM
"The FDA mandates a Phase3 trial which should take 24-30 months before the FDA decides"
terry_insm • Aug 15, 2013 8:43 PM "There will be no magic bullet in NTM either. If the results are "encouraging" the FDA will require a bit "additional work " ...............
From" Phase3 ready " " near commercialization " to deja vu all over again
terry_insm • May 20, 2014 6:28 PM "How long a delay"
"Insmed did not say 2017 ??? for nothing.Be prepared. "
terry_insm • Feb 25, 2014 11:33 AM
betcha I nailed it months ago ...bash away kids, but investors take note.
terry_insm • Jul 10, 2013 1:12 PM
Strategy emerging? - FDA US no longer presented.
Just one problem with this outcome The US is where the big money is.
and fud?not right once in 10 years - not once (answers "possible scenario" post with
justarook04 • Apr 15, 2014 7:27 PM
"Terry, this is nefarious garbage!
Fudfighter4 - jad9000 just a rook bleagured checkyourshorts just to name a few....
terry_insm • Aug 15, 2013 8:43 PM
From" Phase3 ready " " near commercialization " to deja vu all over again.
"There will be no magic bullet in NTM either. If the results are "encouraging" the FDA will require a bit "additional work "
"Piper J $51 !-who would believe such a thing ?by terry_insm • Apr 25, 2014
The June 27th trade -===== terry_insm • Jun 27, 2014 3:10 PM.- "Short @.19.51 all you can "
---(I also added the following Monday morning @ 20.45 ( RSI @ 80) with the blow off top.
and since in the last couple months a strong signal that the stock price was going to be attacked,what are you to make of that info? . What did the shorts do today? Ill tell you , they covered all morning and shorted all afternoon.( A perfect day trade short setup @ 12:25 today for a ...56 gain in 1 hour.. )What is their inventory? . They are in the drivers seat...... and I am not talking about the next 5 minutes. Good Luck
Now you tell them? Just because Arikayce will not be sold for CF in the USA or that sales -IF approved_ for NTM will not start for more than 3 years and that the money raised they will burn and that the EU may require more info or that .... with posts like yours I am sure most feel better. I say there will be more bad news,but hen again I am just playing the odds in biotech
"all the data simply wasn't that compelling."
a semi-quantitative measurement of the change in mycobacterial density on a seven-point scale from baseline (day one) to the end of the randomized portion of the trial (day 84). ARIKAYCE did not meet the pre-specified level for statistical significance ......... " Insmeds Arikayce Fails NTM trial " PR
here kids play with numbers, it really means little in the scheme of things. They will spend the money
On August 18, 2014, Insmed Incorporated (the “Company”) issued 10,235,000 shares (the “Shares”) of its common stock par value $0.01 per share pursuant to an underwriting agreement, dated August 12, 2014 (the “Underwriting Agreement”) with Leerink Partners LLC, as representative of the several underwriters. The number of Shares sold by the Company reflects the underwriters’ exercise in full of their option to purchase additional shares. The offering of the Shares was registered under the Securities Act of 1933, as amended, pursuant to the Company’s shelf registration statement on Form S-3, which became automatically effective upon filing.
No surf!!!! summer smallies have arrived BOOooooo
The Ice bucket challenge was a long time ago for Insmed shareholders .The current fad is for a good cause. INSM Stockholders remember a time 5 +yrs ago when Iplex ALS in Italy had promise. as "swallowing" was overhyped and the FDA said the results were unreliable// Insmed declined to do a Phase ll ALS trial at the request of the FDA /
/The compassionate care programs in Italy and the US closed down,/as expensive production stopped and with it the money went to invest in a far better proposition- - Arikayce, at least from Insmeds capital position/ / The remnants of old product went to Shire who took it into the clinic.
It would take a min of 18 mos-2 years to start production again. /
/You can see the obvious iplex deniers who lost but remain poor investors with silly stories of Merck Shire Production ! Trials ! ! /// ....
/Learn from it and move on. ( last post on this"historical drug" (CEO Will Lewis iplex description)//
I will not post trading calls on this message board..They will be elsewhere. To those that have profited, Congrats.