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TOPIC: Insmed DD summary - started by read_this_n0w

 
 
Msg # 25831 Posted 2/11/2010  12:24:43 PM by read_this_n0w
Recs: 3


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Insmed DD summary

Chairman of the board Q3 conference call
direct audio file link: (20 minutes worth listening to)
http://home.xmsnet.nl/privatebanking/INSM/20091106_INSM_Q3_cc.mp3

Premacure and Insmed - retinopathy and more: (check commercial partners)


Link from seekingalpha on Insmed no debt and 124mln cash position:
http://seekingalpha.com/article/172200-insmed-still-looks-very-undervalued?source=yahoo

Italian ALS data link:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44055307

USA pals comments:(due to report on nov 30th to the fda and insmed on their experience with the IND use of iplex in ALS patient (small group of USA

pals)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_I/threadview?m=tm&bn=9585&tid=501758&mid=501758&tof=3&frt=1


Message board for Insmed is very active with a lot of innuendo and implicit lies, whilst short interest is low and institutuonal ownership grows.

Merck recently bought Avecia (old relation Insmed and Avecia dating back from 2002)
http://investor.insmed.com/releasedetail.cfm?ReleaseID=125217

Evidence letters from 2007 in strong support of IPLEX. various indications beyond scope of just MMD.
Direct court document pdfs.
http://www.investorvillage.com/smbd.asp?mb=235&mn=25724&pt=msg&mid=8459592

Bp3 and herceptine (just one example of multiple abstracts available, also much more recent)
http://www.investorvillage.com/smbd.asp?mb=235&mn=1793&pt=msg&mid=1172167


EU patent update january 2010(!)
Approved patent on purification will make igf1/igf1bp3 the domain of insmed.
Patent claim covers and applicable to accepted pharmaceutical salts.There is no way around this patent if one wants to achieve purity of higher than

80%. (insmed has 99%+ purity due to their processes)
https://register.epoline.org/espacenet/application;jsessionid=89FE32FD6D2FA04D1BA3B61CCD852467.RegisterPlus_prod_0?number=EP05854704&tab=main


Deafening silence since nov 30th as well

From ALS worldwide

"Dear Scott ,

The Iplex Saga:
Many want to know what's happening with Iplex. How are the ALS WORLDWIDE patients who have access to this medication doing, is it ever going to be

released to others and is it still being distributed in Europe? There is, at this time, no indication that the numbers of patients who currently have

access to Iplex will be expanded or continued past a total period of 24 months as was stated in Insmed's last press release. Whereas we wish we knew

more, we have very little information to release. Many patients we monitor have experienced a range of improvements including reductions in choking,

greater ease with chewing and swallowing, improved speech and respiration, and some increased limb strength. What we do know is that any gains

experienced can only be maintained while Iplex continues to be used. Greater details will be released on or after November 30, 2009, by which time a
report will have been submitted to both Insmed and the FDA."


 




Replies to this message Recs Date Posted
# 25832 by read_this_n0w 10 2/12/2010 1:30:07 AM




 
Msg # 25832 Posted 2/12/2010  1:30:07 AM by read_this_n0w
Recs: 10


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Re: Insmed DD summary - fixed ROP link

DD links are consistently reported and removed lately on Yahoo, whilst the clutter is conistent there.
Do hope some will make information available for new readers at times, since i expect entity to work to have DD links removed each and every time now.
Good luck to all the sincere longs, i personally think its a matter of weeks not months before we will see final destination of Insmed.
Chairman of the board Q3 conference call
direct audio file link: (20 minutes worth listening to)
http://home.xmsnet.nl/privatebanking/INSM/20091106_INSM_Q3_cc.mp3
 
Premacure and Insmed - retinopathy and more: (check commercial partners)
http://www.rop.gu.se/prevention/

Link from seekingalpha on Insmed no debt and 124mln cash position:
http://seekingalpha.com/article/172200-insmed-still-looks-very-undervalued?source=yahoo

Italian ALS data link:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44055307

USA pals comments:(due to report on nov 30th to the fda and insmed on their experience with the IND use of iplex in ALS patient (small group of USA

pals)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_I/threadview?m=tm&bn=9585&tid=501758&mid=501758&tof=3&frt=1


Message board for Insmed is very active with a lot of innuendo and implicit lies, whilst short interest is low and institutuonal ownership grows.

Merck recently bought Avecia (old relation Insmed and Avecia dating back from 2002)
http://investor.insmed.com/releasedetail.cfm?ReleaseID=125217

Evidence letters from 2007 in strong support of IPLEX. various indications beyond scope of just MMD.
Direct court document pdfs.
http://www.investorvillage.com/smbd.asp?mb=235&mn=25724&pt=msg&mid=8459592

Bp3 and herceptine (just one example of multiple abstracts available, also much more recent)
http://www.investorvillage.com/smbd.asp?mb=235&mn=1793&pt=msg&mid=1172167


EU patent update january 2010(!)
Approved patent on purification will make igf1/igf1bp3 the domain of insmed.
Patent claim covers and applicable to accepted pharmaceutical salts.There is no way around this patent if one wants to achieve purity of higher than

80%. (insmed has 99%+ purity due to their processes)
https://register.epoline.org/espacenet/application;jsessionid=89FE32FD6D2FA04D1BA3B61CCD852467.RegisterPlus_prod_0?number=EP05854704&tab=main


Deafening silence since nov 30th as well

From ALS worldwide

"Dear Scott ,

The Iplex Saga:
Many want to know what's happening with Iplex. How are the ALS WORLDWIDE patients who have access to this medication doing, is it ever going to be released to others and is it still being distributed in Europe? There is, at this time, no indication that the numbers of patients who currently have access to Iplex will be expanded or continued past a total period of 24 months as was stated in Insmed's last press release. Whereas we wish we knew more, we have very little information to release. Many patients we monitor have experienced a range of improvements including reductions in choking, greater ease with chewing and swallowing, improved speech and respiration, and some increased limb strength. What we do know is that any gains experienced can only be maintained while Iplex continues to be used. Greater details will be released on or after November 30, 2009, by which time a report will have been submitted to both Insmed and the FDA."




Replies to this message Recs Date Posted
# 25833 by tocentsworth 0 2/12/2010 9:03:55 AM
# 26017 by read_this_n0w 3 2/24/2010 12:58:44 PM




 
Msg # 25833 Posted 2/12/2010  9:03:55 AM by tocentsworth
Ignored Message
This message was posted by a member on your ignore list



 
Msg # 26017 Posted 2/24/2010  12:58:44 PM by read_this_n0w
Recs: 3


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Re: Insmed DD summary - fixed ROP link - REPOST

DD links are consistently reported and removed lately on Yahoo, whilst the clutter is conistent there.
Do hope some will make information available for new readers at times, since i expect entity to work to have DD links removed each and every time now.
Good luck to all the sincere longs, i personally think its a matter of weeks not months before we will see final destination of Insmed.
 
Insmed DD summary

Chairman of the board Q3 conference call
direct audio file link: (20 minutes worth listening to)
http://home.xmsnet.nl/privatebanking/INSM/20091106_INSM_Q3_cc.mp3

Premacure and Insmed - retinopathy and more: (check commercial partners)
http://www.rop.gu.se/prevention/

Link from seekingalpha on Insmed no debt and 124mln cash position:
http://seekingalpha.com/article/172200-insmed-still-looks-very-undervalued?source=yahoo

Italian ALS data link:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44055307

USA pals comments:(due to report on nov 30th to the fda and insmed on their experience with the IND use of iplex in ALS patient (small group of USA pals)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_I/threadview?m=tm&bn=9585&tid=501758&mid=501758&tof=3&frt=1


Message board for Insmed is very active with a lot of innuendo and implicit lies, whilst short interest is low and institutuonal ownership grows.

Merck recently bought Avecia (old relation Insmed and Avecia dating back from 2002)
http://investor.insmed.com/releasedetail.cfm?ReleaseID=125217

Evidence letters from 2007 in strong support of IPLEX. various indications beyond scope of just MMD.
Direct court document pdfs.
http://www.investorvillage.com/smbd.asp?mb=235&mn=25724&pt=msg&mid=8459592

Bp3 and herceptine (just one example of multiple abstracts available, also much more recent)
http://www.investorvillage.com/smbd.asp?mb=235&mn=1793&pt=msg&mid=1172167


EU patent update january 2010(!)
Approved patent on purification will make igf1/igf1bp3 the domain of insmed.
Patent claim covers and applicable to accepted pharmaceutical salts.There is no way around this patent if one wants to achieve purity of higher than 80%. (insmed has 99%+ purity due to their processes)
https://register.epoline.org/espacenet/application;jsessionid=89FE32FD6D2FA04D1BA3B61CCD852467.RegisterPlus_prod_0?number=EP05854704&tab=main


Leaked Preliminary USA data on PALS , collected with fda set guidelines.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46695692


"Compared to the normal relentless worsening in virtually all symptoms over any continuous 30-week period of time, the use of Iplex appears to have stabilized, if not improved, the condition of its users. Those using Iplex demonstrated an average improvement of symptoms of 9.3% (all symptoms combined) after the 30-week period.
"

Keep in mind ALS is a terminal illness
 
 
 
 
Market cap wise:
 
1,10 = 143mln market cap with 124 mln cash and no cash burn
Currently 93 cents cash per share though, no cash burn and viable pipeline options with Retinopathy and ALS. Strong IP protection of iplex as well as bp3 (apoptotic)
130mln shares outstanding

market cap at 1,10 at mere 145 million whereas Insmed has 124 million in cash.

So whatever the scenario unfolding, highly undervalued here.



Replies to this message Recs Date Posted
# 26092 by read_this_n0w 5 3/2/2010 4:51:43 PM




 
Msg # 26092 Posted 3/2/2010  4:51:43 PM by read_this_n0w
Recs: 5


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Re: Insmed DD summary - fixed ROP link - REPOST

DD links are consistently reported and removed lately on Yahoo, whilst the clutter is consistent there.
Do hope some will make information available for new readers at times, since i expect entity to work to have DD links removed each and every time now.
Good luck to all the sincere longs, i personally think its a matter of weeks not months before we will see final destination of Insmed.
 
Insmed DD summary

Chairman of the board Q3 conference call
direct audio file link: (20 minutes worth listening to)
http://home.xmsnet.nl/privatebanking/INSM/20091106_INSM_Q3_cc.mp3

Premacure and Insmed - retinopathy and more: (check commercial partners)
http://www.rop.gu.se/prevention/

Link from seekingalpha on Insmed no debt and 124mln cash position:
http://seekingalpha.com/article/172200-insmed-still-looks-very-undervalued?source=yahoo

Italian ALS data link:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44055307

USA pals comments:(due to report on nov 30th to the fda and insmed on their experience with the IND use of iplex in ALS patient (small group of USA pals)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_I/threadview?m=tm&bn=9585&tid=501758&mid=501758&tof=3&frt=1


Message board for Insmed is very active with a lot of innuendo and implicit lies, whilst short interest is low and institutuonal ownership grows.

Merck recently bought Avecia (old relation Insmed and Avecia dating back from 2002)
http://investor.insmed.com/releasedetail.cfm?ReleaseID=125217

Evidence letters from 2007 in strong support of IPLEX. various indications beyond scope of just MMD.
Direct court document pdfs.
http://www.investorvillage.com/smbd.asp?mb=235&mn=25724&pt=msg&mid=8459592

Bp3 and herceptine (just one example of multiple abstracts available, also much more recent)
http://www.investorvillage.com/smbd.asp?mb=235&mn=1793&pt=msg&mid=1172167


EU patent update january 2010(!)
Approved patent on purification will make igf1/igf1bp3 the domain of insmed.
Patent claim covers and applicable to accepted pharmaceutical salts.There is no way around this patent if one wants to achieve purity of higher than 80%. (insmed has 99%+ purity due to their processes)
https://register.epoline.org/espacenet/application;jsessionid=89FE32FD6D2FA04D1BA3B61CCD852467.RegisterPlus_prod_0?number=EP05854704&tab=main


Leaked Preliminary USA data on PALS , collected with fda set guidelines.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46695692


"Compared to the normal relentless worsening in virtually all symptoms over any continuous 30-week period of time, the use of Iplex appears to have stabilized, if not improved, the condition of its users. Those using Iplex demonstrated an average improvement of symptoms of 9.3% (all symptoms combined) after the 30-week period.
"

Keep in mind ALS is a terminal illness
 
 
 
 
Market cap wise:
 
1,10 = 143mln market cap with 124 mln cash and no cash burn
Currently 93 cents cash per share though, no cash burn and viable pipeline options with Retinopathy and ALS. Strong IP protection of iplex as well as bp3 (apoptotic)
130mln shares outstanding

market cap at 1,10 at mere 145 million whereas Insmed has 124 million in cash.

So whatever the scenario unfolding, highly undervalued here.




Replies to this message Recs Date Posted
# 26128 by read_this_n0w 4 3/6/2010 5:20:23 PM




 
Msg # 26128 Posted 3/6/2010  5:20:23 PM by read_this_n0w
Recs: 4


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Re: Insmed DD summary - fixed ROP link - REPOST - REMOVED FROM YAHOO again - hope people keep it available for others

DD links are consistently reported and removed lately on Yahoo, whilst the clutter is consistent there.
Do hope some will make information available for new readers at times, since i expect entity to work to have DD links removed each and every time now.
Good luck to all the sincere longs, i personally think its a matter of weeks not months before we will see final destination of Insmed.
 
Insmed DD summary

Chairman of the board Q3 conference call
direct audio file link: (20 minutes worth listening to)
http://home.xmsnet.nl/privatebanking/INSM/20091106_INSM_Q3_cc.mp3

Premacure and Insmed - retinopathy and more: (check commercial partners)
http://www.rop.gu.se/prevention/

Link from seekingalpha on Insmed no debt and 124mln cash position:
http://seekingalpha.com/article/172200-insmed-still-looks-very-undervalued?source=yahoo

Italian ALS data link:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44055307

USA pals comments:(due to report on nov 30th to the fda and insmed on their experience with the IND use of iplex in ALS patient (small group of USA pals)
http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_I/threadview?m=tm&bn=9585&tid=501758&mid=501758&tof=3&frt=1


Message board for Insmed is very active with a lot of innuendo and implicit lies, whilst short interest is low and institutuonal ownership grows.

Merck recently bought Avecia (old relation Insmed and Avecia dating back from 2002)
http://investor.insmed.com/releasedetail.cfm?ReleaseID=125217

Evidence letters from 2007 in strong support of IPLEX. various indications beyond scope of just MMD.
Direct court document pdfs.
http://www.investorvillage.com/smbd.asp?mb=235&mn=25724&pt=msg&mid=8459592

Bp3 and herceptine (just one example of multiple abstracts available, also much more recent)
http://www.investorvillage.com/smbd.asp?mb=235&mn=1793&pt=msg&mid=1172167


EU patent update january 2010(!)
Approved patent on purification will make igf1/igf1bp3 the domain of insmed.
Patent claim covers and applicable to accepted pharmaceutical salts.There is no way around this patent if one wants to achieve purity of higher than 80%. (insmed has 99%+ purity due to their processes)
https://register.epoline.org/espacenet/application;jsessionid=89FE32FD6D2FA04D1BA3B61CCD852467.RegisterPlus_prod_0?number=EP05854704&tab=main


Leaked Preliminary USA data on PALS , collected with fda set guidelines.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46695692


"Compared to the normal relentless worsening in virtually all symptoms over any continuous 30-week period of time, the use of Iplex appears to have stabilized, if not improved, the condition of its users. Those using Iplex demonstrated an average improvement of symptoms of 9.3% (all symptoms combined) after the 30-week period.
"

Keep in mind ALS is a terminal illness
 
 
 
 
Market cap wise:
 
1,10 = 143mln market cap with 124 mln cash and no cash burn
Currently 93 cents cash per share though, no cash burn and viable pipeline options with Retinopathy and ALS. Strong IP protection of iplex as well as bp3 (apoptotic)
130mln shares outstanding

market cap at 1,10 at mere 145 million whereas Insmed has 124 million in cash.

So whatever the scenario unfolding, highly undervalued here.




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