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INSM - Insmed - 2009 draadje

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[verwijderd] 13 mei 2009 19:24

quote:
crackedtooth schreef:
[quote=Rieltijm]
[quote=crackedtooth]
En ook:
Opinies over market cap van insmed
www1.investorvillage.com/smbd.asp?mb=...

[/quote]
Heb mijn post met link van PR weggehaald, dubbel hoeft ook niet. Nog een mening, Crack..?
[/quote]

iedereen deze lezen svp.. los van koers gekloot

@rietlijm: wat bedoel je verder?

Eigenlijk je idee over het verdere verloop. Nu tijdens de CC geen info over eigenlijk alle lopende en belangrijke zaken. In de planning nog steeds 2e kwartaal info aangaande MMD, maar zoals ze zelf expliciet zeggen echt de planning. Kan natuurlijk altijd later worden, maar doet de koers ook niet echt goed.

Oftewel: wanneer gaan we echt een keertje los..

Rietlijm

[verwijderd] 13 mei 2009 19:31

Persoonlijk zie ik bedrijf wel voor de 20e MMD data releasen, of ze dat redden is een 2e.

Om andere assets te kopen is een zeer goede strategie en kan zeer waardevermeerderen werken.

Market cap staat of valt met MMD resultaten.
Ik wacht daar gedulidg op.

PS als je twijfelt en wilt kopen zou ik op dag als vandaag rustig al wat kopen en in hapjes verspreiden deze week. kan evt 1,16-1,21 toe, maar aan andere kant kan runup voor MMD ook beginnen.|laatse plukje (klein) was op 1,39 voor mij

[verwijderd] 14 mei 2009 15:06

Crack, data vóór de 20e ? Bedoel je dan 20 mei al ?Onderbuikgevoel of heeft het te maken met het schema van de FDA..?

Thanx
RT

[verwijderd] 14 mei 2009 18:24

quote:
Rieltijm schreef:
Crack, data vóór de 20e ? Bedoel je dan 20 mei al ?Onderbuikgevoel of heeft het te maken met het schema van de FDA..?

Thanx
RT

dan kan het bedrijf van de annual meeting een cheer event maken

maar nogmaals, links of rechtsom duurt het niet lang meer
dit kwartaal is gister nogmaals bevestigd

[verwijderd] 15 mei 2009 11:10

JOHN REID BLACKWELL TIMES-DISPATCH STAFF WRITER
Published: May 15, 2009

At a time when many small biotechnology firms are struggling to stay afloat, Richmond-based Insmed Inc. is in the enviable position of being a newly cash-rich company.

Thanks to the sale of some of its biotech drug candidates in March, the biopharmaceutical company has received a cash infusion of $125 million. That's a huge turnaround from the $2.4 million in cash the company had on hand in late December, when it was burning through about $1.2 million per month.

Insmed executives say the deal, which came after two years of work and struggles for the company, gives it a war chest to hunt for new growth opportunities, possibly by acquiring drug candidates from other biotech companies that are facing financial distress in the economic downturn.

"It's a tribute to the tenaciousness with which we've run our business over the years," said Geoffrey Allan, the company's president and chief executive officer. "Two years ago, we could have folded the tent. We didn't do that."

The money also gives Insmed a cash buffer while it continues to test one of its key drugs, Iplex, for treatment of myotonic muscular dystrophy, a genetic, muscle-wasting disease that affects about 30,000 Americans.

The timing of the deal also was important, coming just as the financial crisis has made it more difficult for biotechnology firms to raise money. About 30 percent of publicly traded biotech companies have less than six months' worth of cash on hand, while 45 percent have less than one year, according to a recent report by the Biotechnology Industry Organization, a national trade group.

"I would definitely say that Insmed is in a unique position of having significant resources on hand," said Mark Herzog, executive director of the Virginia Biotechnology Association.

"The vast majority of companies I speak to are really struggling with only having enough cash on hand to last three to six months," Herzog said. "Insmed is very well-placed to be able to continue their research and development efforts."

The deal is the latest in a series of twists and turns for Insmed, which was founded in Charlottesville in 1988 to develop diabetes drugs.

In 1995, the company became one of the first tenants of the Virginia BioTechnology Research Park in downtown Richmond. It has since moved its corporate office to Stony Point Parkway in South Richmond.

The company has taken its share of lumps in recent years, most notably in 2007, when Insmed settled a patent-infringement lawsuit filed by a competitor, which forced it to remove Iplex from the market for treatment of a rare growth disorder in children.

The settlement allowed Insmed to continue developing and marketing Iplex for other illnesses such as muscular dystrophy and Lou Gehrig's disease, but the lawsuit "had a fairly devastating effect on our business," Allan said.

In the past couple of years, the company suffered from cash-flow issues and fought to keep its shares listed on the Nasdaq stock exchange.

Setbacks come with the territory in biotech, where the outcome of product research is uncertain and financial backing is often difficult to obtain.

"I think we are pretty battle-hardened here in terms of what we have gone through," said Kevin Tully, the company's executive vice president and chief financial officer. "You are always in the situation where you are having to finish a clinical trial, manufacture a drug, and look for cash to support it. You are constantly having to adjust. As a small company, we have been able to do that. We don't have a lot of bureaucracy."

After the lawsuit settlement, Allan said, "we essentially circled the wagons and figured out what we were good at, and how to deploy the resources we had available to survive that particular blow."

Insmed's strategic solution in 2007 was to move into follow-on biologics, an area of research in developing and making generic versions of drugs produced through biological processes. The company was successful at developing several experimental versions of drugs used in therapies for cancer patients.

The strategy paid off in February when pharmaceutical company Merck & Co Inc. agreed to buy Insmed's follow-on biologics platform for $130 million. Insmed said it will have about $125 million from the deal after fees and taxes.

On Wednesday, Insmed reported a first-quarter profit of $117.8 million, compared with a loss of $4.9 million in the same period of 2008. The turnaround was largely because of the sale of its follow-on biologics business to Merck.

The deal also makes Insmed a much leaner company, with just 20 employees at its Richmond office. Its Boulder, Colo., facility, which employs 70 people, was sold as part of the Merck deal.

The company's next step is to complete testing on its Iplex drug for muscular dystrophy, which has no other drug treatment.

"We are, in many ways, pioneering development in that area," said Glen L. Kelley, the company's vice president for regulatory affairs. Though the outcome is still uncertain, "it is a great place for a company like Insmed to spend time developing drugs, because it is a niche opportunity."

Insmed executives said they are also going to carefully evaluate other opportunities such as acquisitions of potential drugs that are in the late stage of development that would help the company become profitable for the long term.

"Can we repeat the exercise and in two years have a very positive outcome?" Allan said. "I can't guarantee it, but we will all work towards it."

www.timesdispatch.com/rtd/business/lo...

Grtz CV

[verwijderd] 15 mei 2009 11:36

Mooi gevonden Capra

ludwig mack 15 mei 2009 15:22

quote:
Rieltijm schreef:
Mooi gevonden Capra

inderdaad.
dank ook.
gr

[verwijderd] 15 mei 2009 16:39

Laag volume maar wel in de plus. Steady as she goes...

Riel T.

junkbond 17 mei 2009 08:18

The New York Times

www.nytimes.com/2009/05/17/health/pol...

[verwijderd] 17 mei 2009 08:58

quote:
junkbond schreef:
The New York Times

www.nytimes.com/2009/05/17/health/pol...

Eigenlijk te gek voor woorden dat Iplex door een patent-kwestie van de markt is gehaald en hierdoor duizenden patienten zonder het door hen gewenste (en noodzakelijke !) medicijn zitten..

Kathy found another doctor to prescribe the drug, called Increlex. But she cried later when she read a blog entry by an A.L.S. patient who said he had experienced a “seismic” improvement on Iplex before it was withdrawn. The Increlex shots he was taking now felt like “trying to get drunk on cough syrup when there’s a case of bourbon locked in the closet,” he wrote.

Jammer dat er nog zat mensen op beslissende functies zitten die de menselijke kant van een verhaal niet kennen (of niet willen kennen). Als je het verhaal in de NYT leest kan je alleen je hoofd schudden..

Riel T.

[verwijderd] 17 mei 2009 11:18

quote:
junkbond schreef:
The New York Times

www.nytimes.com/2009/05/17/health/pol...

T'is de ALS lobby gelukt...TOP artikel

Succes, F.
(Deze is ook mooi... seekingalpha.com/article/137943-where... )

[verwijderd] 17 mei 2009 21:34

Front page blijkbaar

3.bp.blogspot.com/_z5MZ_agGgNc/Sg_yIt...

en word op veel plaatsen overgenomen:
Columbus, Ohio www.dispatch.com/live/content/nationa...

www.theledger.com/article/20090516/NE...

www.blueridgenow.com/article/20090517...

www.starnewsonline.com/article/200905...

Tuscala, AL www.tuscaloosanews.com/article/200905...

Wilmington, MC www.starnewsonline.com/article/200905...

[verwijderd] 18 mei 2009 07:55

quote:
crackedtooth schreef:
Front page blijkbaar

3.bp.blogspot.com/_z5MZ_agGgNc/Sg_yIt...

Niks nie blijkbaar.... frontpage !! Klik maar eens op de image... Zowel op de NY als op de nationale versie.

www.nytimes.com/indexes/2009/05/17/to...

Riel T.

[verwijderd] 18 mei 2009 08:19

En in de top-tien (plaats 10) van "Most popular" artikelen waar over ge-emailed is...

[verwijderd] 18 mei 2009 08:27

eens kijken of het wat invloed heeft op de koers vanmiddag

[verwijderd] 18 mei 2009 11:48

seekingalpha.com/article/138180-will-...

En nog een stukje!

[verwijderd] 18 mei 2009 11:59

quote:
gismo74 schreef:
seekingalpha.com/article/138180-will-...

En nog een stukje!

Mooi gevonden !

If results (MMD) are positive, the Insmed stock could breach the $2.50 mark, or higher, based on the potential of IPLEX. The trading pattern of INSM over the past couple of weeks has me believing that news is imminent, and I do not believe that the recent rise to $1.50 is strictly the result of the pending quarterly report.

en:

Based on the fact that IPLEX is an already FDA-approved drug with huge potential, I believe INSM is a five dollar stock right now. If quarter two produces solid Phase II MMD results and any additional good news, I would expect to the stock reach that level by mid summer (give or take) as the economy rebounds and money pours back into the market.

[verwijderd] 18 mei 2009 13:20

Pre-Market

Price Pre-Market / Share Volume
07.15 $ 1.54 / 400
06.05 $ 1.49 / 400

Ziet er toch leuk uit ondanks een volume van nix....

[verwijderd] 18 mei 2009 14:21

quote:
Rieltijm schreef:
Pre-Market

Price Pre-Market / Share Volume
07.15 $ 1.54 / 400
06.05 $ 1.49 / 400

Ziet er toch leuk uit ondanks een volume van nix....

Volume 20K en $ 1.59
Normaal hecht ik geen directe waarde aan voorbeurs.... nu twijfel ik of ik dit niet wel moet doen ;-)

[verwijderd] 18 mei 2009 14:21

quote:
Rieltijm schreef:
Pre-Market

Price Pre-Market / Share Volume
07.15 $ 1.54 / 400
06.05 $ 1.49 / 400

Ziet er toch leuk uit ondanks een volume van nix....

Dit lijkt er al meer op....
Volume 27.280 en high 1,60. Nu 1,55....

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