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Insmed Incorporated (INSM)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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23.90-0.34 (-1.40%)
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  • E
    No one can answer this? Who was the buyers of the May offering of 11,500,000 shares at $25 dollars?
    We know there were none to Insmed's large holders , so who?
    The other side of Institutions are covering slowly at $26.
  • t
    Arikayce is a very limited drug in the US and in Europe.
    Arikayce has been available for years in France (EUs largest market ) and does about 3 M a year. The US revenue topped out in the one hundred eighty million area.
    IMHO - the failure of the Stop covid trial has spooked many with the FDA ASPEN Brensocatib trial.
    any possible deal is now off so SH will twist in the wind
  • J
    This looks like a setup to sell the company for cheaper then the 52 week high which happens often with companies that are weakening. So for many tutes that bought in the 30s last 2 years they get covered with this large dilution at 25 dollars. We dont know but Filelitys large sell may have been a partner or buyer that left. Add that the stop- covid trial is being muted. Most of the large institutions that were in on the short offerings have made money. Retail surely last on the totem pole. If Goldman thinks $29 the Lewis $40 is a best case.
  • j
    Did Lewis purposely mislead ? "end of quarter results on Stop-covid trial"(2 weeks ago - no presentations etc to ask?) Trial ended Feb 28 Chalmers last update 4 weeks later. (March 25
    Did Lewis purposely mislead ? "end of quarter results on Stop-covid trial"(2 weeks ago - no presentations etc to ask?) Trial ended Feb 28 Chalmers last update 4 weeks later. (March 29)
    Shareholders have a right to know these results
    Secondary endpoints
    Neutrophil elastase and heparin binding protein measurement in blood
    Evaluation of the virologic efficacy of Brensocatib
    Blood Neutrophil Elastase activity
    Evaluation of the virologic efficacy of Brensocatib
    Neutrophil extracellular trap release
    Evaluation of the virologic efficacy of Brensocatib
    Neutrophil surface protein expression analysis
    Neutrophil phagocytosis of FITC-labelled bacteria by flow cytometry
    Evaluation of the virologic efficacy of Brensocatib by flow cytometry
  • Y
    Goldman Sachs can put a fair evaluation now on arikayce.
    Assuming 200M worldwide sales next year (24% growth) (EPS next Y-2.58) INSM is (forward looking) 3.16 Billion valuation. Biotech has reset" to more reasonable values. ( this for non profitable companies. Insmed by Lewis own comments is at least 4 years away.)
    Unless Insmed gets a deal the recent range is the range for the next year, assuming ( and I am not) the stock market hits a strong crash because of the Bond markets.
  • P
    Insmeds second qtr call will give shareholders a real glimpse of arikayce sales.
    No more covid to hide behind.
    Insmed last projections hoped for 50 M a quarter. ARIKAYCE European Sales in Germany the Netherlands
    and France should be interesting
    Lewis "chat " that EU sales would "be minimal" Also be interesting how it excuses StopCovid results.
  • T
    OT: Almost like clockwork KVNbohemainltdobanion( who is one person) and the 6 otherclowns on IV bring up Iplex! ............................"Of course we don't know everything about Iplex, but to just toss it off and say the company will not discuss it anymore is not right. Where is a decent explanation? Nothing offered. "
    *** It should surprise no one about IVs iplexignorance and drug development knowledge.on INSM IV ***
  • Y
    Tucked in the so called new employee options was Michael Alexander Smith, an insider of Insmed, who recently acquired 6,722 shares of the company. The buys took place at $0.00 per share on July 08, 2021. Smith now owns 29,228 shares of the company. Smith operates out of Bridgewater, NJ. and GENERAL COUNSEL, SENIOR VICE PRESIDENT`
    Anyone know who he replaced? and was promptly paid off?
  • J
    This weekend Prof Chalmers published an article from ATS showing little change in Covid symptoms even though there was a 48% reduction in exacerbations. This abstract was supported by AZN Insmed and ERS among others.
  • J
    Yesterdays Euro Lung promoted by Prof Chalmers focused on "long covid and the effects of covid past hospital stays.
    Note acute respiratory distress syndrome (ARDS) is a prominent effect of many of these patients yet not a word about brensocatib. Insmed wording on their site "we continue to pursue an in vivo mouse model to better understand the potential of brensocatib in preventing ARDS."
    The results are being buried.
  • i
    Just asking. Who would take $43 and be done with this charade?
    Insmed has 1 indication for a limited market besides that all is hype and speculation.
    No pharma is going to shell out billions for Insmed, at least not more then 4 or so. Hope I am wrong
    but the market is telling us something and I am listening.
  • J
    Who bought Insmeds last offering 11.5 million shares@ $25 ? No big institutional holder SEC
  • r
    Carl Sagan
    I have a foreboding of an America in my children's or grandchildren's time -- when the United States is a service and information economy; when nearly all the manufacturing industries have slipped away to other countries; when awesome technological powers are in the hands of a very few, and no one representing the public interest can even grasp the issues; when the people have lost the ability to set their own agendas or knowledgeably question those in authority; when, clutching our crystals and nervously consulting our horoscopes, our critical faculties in decline, unable to distinguish between what feels good and what's true, we slide, almost without noticing, back into superstition and darkness...
    The dumbing down of American is most evident in the slow decay of substantive content in the enormously influential media, the 30 second sound bites (now down to 10 seconds or less), lowest common denominator programming, credulous presentations on pseudoscience and superstition, but especially a kind of celebration of ignorance”
    In the age ofTrmp, verified for sure
  • E
    Has Insmed said who the sales force will be selling in limited Europe and Japan? This is a major expense and company investment. It will take a sizeable sales force to reach the map they say they will enter.
    Surprised no one has touched on this, including Insmed management.
  • j
    Professor Chalmers is holding a LongCovid Patient Conference on Saturday 10th July 9am-1pm UK time Interesting and diverse programme of speakers" including Chalmers but NOTHING ABOUT INSMED. The trial failed and Insmed is trying to cover it up.
  • h
    Before many left a thread I thought good where the Institys beat this stock up, hedge their positions profit and then take a bid lower then the 52 week high. Happened quite a few times last year and examples were posted here.
    Insmed has always moved with the market and now the reality of one big hype story after another is company promotion.
    $38 unless you dont understand insiders selling at $40., otherwise if the market crashes like most think Insmed will be a stock in the teens.
  • J
    The ARDS news delayed now 3 months looks suspicious. Neutrophil influx into the lungs be it ARDS or non-cystic fibrosis bronchiectasis or COPD or asthma are results hoped for in the FDA Plll that insmed has ongoing.
    A harbinger of future failure.
    If I had a nickel for every fantastic phase two trial that failed Plll, Id be rich. 32% fail.
    Sentiment : Sell
  • M
    When WL speaks of the "Four Pillars", is he perhaps referring to salt???
  • r
    INSM Trmp raises 78M for thebiglie! Pockets all the cash
  • j
    Does the Scottish trial show the effectiveness of brensocatib is low in a late stage trial? We know the trial ended in MARCH! . . INSMED IS HIDING THESE RESULTS!