Insmed Inc (INSM)

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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)
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_%28A_to_Z%29/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