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The company is concerned with the delisting issue but "is very confident that they will be able to avoid being delisted. There is a IR/PR program in place and will become very aggressive" as the date gets near.
Zake,
I don't think there is one answer to your question but there are some possibilities, such as;
- Shorts, I don't mind them, they will help us create a frenzy on our way up especially if an unexpected announcement should occur.
-Traders (long & shorts), that's ok everyone it entitled to earn a living.
-Paid bashers- there are worst things that these sorts can do you know, they can be out there mugging our mothers.
-Bashers, not much to say about them except, that it's sad, very sad.
Not telling something that you don't know but I just thought you might want to hear (read it) from someone else.
What ever happend to ronfrak?
Regards to all longs,
RTN,
There could be many key words in that statement, such as: "dual strategy, growth plan, platform, development,FoB, timely. Which one are you thinking of?
Rod,
Those were some very confident sounding statements that you make with regard to PI and the discussions with Italy. Those sound like statements of in-the-know variety and not speculation on your part.
Going on you reserved and cautious approach of the past I would think you must have a little birdie. I know because I had access to one in the past.
A wonderful thing to have for ones peace of mind. It makes sleeping at night a lot easier.
Thanks for posting and please continue.
Regards,
max,
With all due respect to you, in liu of what happened in the last 48 hours how correct is that information?
I'd say it's older than our ages combined...just kidding but very old.
RTN,
Is Insmed aware of your effort (formerly coinstraz) in promoting/marketing the company and the products?
If so, than you should call them if you can or are able to get through and ask to update the web-site.
I don't know if that's just a re-design or ajustment after the settlement but they only have iplex and it only states about HARS, MMD and ALS, no other indications.
BP3 and INS-18 are no longer listed as part of the pipe line.
I've tried calling the company without success and waiting to see if their new PR/IR firm will answer my email.
If they do I will post.
But I think you should call and update this board if you can.
Has anyone else been able to talk to anyone at INSM since the settlement?
If anyone does get through, could you please ask about the web-site and what happened to it.
Regards,
To all true longs,
Do I hear class action? Count me in.
Zake, how about you buddy!
The investors get hosed and Dr. Allan makes it sound as if we should count our blessing.
regards,
buy,
Any announcement short of injuction has to be veiwed better by the market then $1.70 pps. Heck, we're almost there.
regards,
Anouncement of some sort of settlement/agreement/merger/buyout by the afternoon of 3/08/07 , otherwise how will Scarlett be able to answer all the questions regarding the two continuences during the CC.
We all know that with his talent of tellings lies and misinformation would anybody believe him...oops ...he could wind-up being our new CEO. I know, crazy thought and I should bite off my finger or is that my tongue...well you know what I mean.
Seriously I don't think TRCA will go into their CC with just being able to say "no comment" if there are negotiations going on. So, on the 8th we'll either have an announcement or he'll tell why they allowed INSM off the hook for three weeks,
Regards,
We had a method of producing the drug and it was called Avecia. And on several occassions during CC calls Dr. Allan answered questions to the fact that Avecia would be able to meet production.
Now, I won't argue with you that Boulder wasn't a better direction but the timing is suspect
Unfortunately Tercica is doing ok with their manufacturing aside for a couple of batches in the beggining. Tercicas problem isn't manufacturing, it's the drug and competetion from INSM.
It's very frustrating to find out that INSM moved forward with Boulder in light of the fact that came out during trial that management was concerned about patent infringement on method of production. Guess what, that method of producing is used at Boulder.
As for the type of investors INSM needs, well, they can't choose them but they can attract and they're only attracting the likes of you and me.
"Insmed pps should have rises" It didn't, so who was right and who was wrong.
May I ask you as to how long you've been invested? only if you want to answer.
By the way we are only arguing philosophies of management, no real test to show whose right or wrong. But concidering the current share price I dare to say I'm ahead.
With all due respect, where was the alternate plan for production if Boulder didn't fall into our lap?
I suppose you aren't saying that we were attempting to bring a drug to market without production capabilities.
Avicia was going to be our production, period.
What happens if the judge issues an injuction and the ficility only manufactures for current trials and current scripts.Would the income from that be able to sustain Boulder?
I'm saying the money at the time could have been better spent advancing the trails of other indications.
I would venture to say that if you have a successful FDA approved drug for a large indication one can always get someone to finance a production ficility. I don't think that one can be very successful doing it the other way aroung.
I hope we'll both agree that's a moot point now away.
regards,
jelly,
By dilution I mean we spend 8-10 million dollars to acquire Boulder, money from puplic offering at a very low share price I believe. Hard to remember all the details now but that's how it went down.
When the Boulder deal went down INSM was in a precarious financial position and by taking on that expense it put us in weaker financial position. If I remember correctly the martket at that time did not like the move. I, rstor1 and some others discussed the purchase and expressed our dipleasure with the move.
golden,
I disagree with you on the Boulder issue due to the fact that it has cost us a lot of dilution in order to acquire it. Espicially if judge Wilken orders an injuction (small chance but a chance none the less)against us. I also believe that it took longer for FDA approval because of the certification of Boulder. That is my opinion only, no fact. Avecia was producing enough drug for small stature and at a later date we would've had to make a decision about expension to support the other indications.Under better terms of course.
Intrested to hear why wouldn't we be here if it wasn't for Boulder.
regards,
Don't be surprised by anything that INSM says or does. The management (Dr. Allan) is a man of conviction (hard head) that I've ever known from a far. There has been so many instances that the company should have done one thing but did another. One thing to make sense to the investment community and another for the company to do.
Putting INS-I ahead of Iplex (somatokine)when we merged was one, purchasing Boulder fecility and timing of financing (dilution) are anothers.
Regards
I didn't want you to feel that you needed a detailed reply but thanks anyway. The comment sounded strange coming from you, that's all.
As far as INSM is concerned,I really couldn't begin to guess where we'll be in the future except that I've been in it for 10yrs now.I'm deep in the hole with it and willing to lose everything or make it back and then some.
regards,
RTN,
Your post on the trash board (yahoo) gives the impression that you're a long term trader instead of long term investor. Is that so? Your last post there you said "4 more days to CHMP meeting - 19-22 febr" I am holding.
You certainly have the right to trade anyway that you wish but it gave me the impression that you're ready to bail.
I hate to see our modarator on the fence, if that is the case.
If not my opology.
Smallinvestor,
Your last post was posted on the YMB by tshem_83.
At the very least give them the credit for posting it even if you have the exact same questions, otherwise, it's pillaging.
Regards,
Supa,
No argument there with anything you said, but how do we stay afloat concidering our current finances. We realyy can't afford another PIPE financing. If we had to raise cash at the current share price it will take 40-50 million shares.
Nice to have your contribution none the less.
Regards,
Zake,
Can you elaborate on #7 please.
Are you suggesting a buy/merger? if so, who do you think is a good suitor.
I for one think INSM (for the sake of us long term holders) needs to merge with someone with deep pockets, otherwise dilution will eat out positions (shares) away and we'll have to wait for splits to get them back (I can't wait that long).
By the way can't rule out a reverse split after new shelf.
If INSM does/is bought out it will be DNA or Pzifer.
Dna has the money and the back ground in the technology and Pfizer has the money, needs new pipe line and has some knowledge in the technology when they merged with Pharmacia.
Looking forward as to what you have about say on #7.
Regards,
Job! Who's Job?
Where is rstor anyway? How about Lynchstoch? Was good to see spoonless posting and chem. Good to see that we're all alive. That has to count for something huh...What ever happend to patcolo? I think he went over the deep end after the INS-I fiasco.
Regards,
Plum,
Yeah... I Looked at that but you can't tell me that were worth the same 3$ per share before the verdict and the same 3$ per share afterwards as a forecast. This verdict has to affect us in the negative for the next six months, at least. I know they say in 12 months but you know what I don't see it. Espicially with more dilution within Q1 of '07 at not so favorable terms.
Regards,
Plum,
You mean Lazard instead of Lehman. I've not read any comments made by Lehman. Have they gone on record with a statement?
Regards,
Toonce,
With all due respect, how many bumps on the road should we as investors be asked to go through?
I remember arguing on message boards against AMLN investors a few years back as to which company was going to be bigger and get there faster between AMLN or INSM, I don't need to tell you who won that one.
Insmed had it's chance with INS-I and failed, now with this set back and I for one don't see it as minor. I also can see it getting worse if an injunction is granted and I don't know how small of a possibilty that is. I'm not as confident as some others on the MBs are about "no injuction". Why not? Not many people thought we would be in this situation today, so I ask again why no injunction. Anything is possible.
I think DNA should offer INSM 3-4$ per share and we should accept a buy out and let DNA take Iplex to the next level.
Insmed just doesn't have the capital to see it through all the indications and to see the pipeline to fruition.
By the way I think zake came in as investor after the INS-I dibacle.Patcolo,rstor those were some of the old, old timers if you remember.
Regards,
We'll have to wait at the very least until tomorrow.
Regards,
Unfotunately INSM doesn't control the courts otherwise we would've had the trail.If the jury reached a decision yesterday it would be read out today first thing in the AM California time (11AM here). Insmed doesn't decide when the verdict is made public for maximum effect is what I'm trying to say.
GL true longs
Regards,
rtn,
I was under the impression that the jury got the case yesterday. I guess I was wrong.
Thanks for everything that you do.
Trial Motions Heard:Dispositin
rtn,
This happend today? We were under the impression that the case was handed to the jury yesterday.
Toonce,
I don't think the court would (at least I hope not) go along with market politics. There has to be another reason for them not publishing it at this time.
You really think they...??? Nah!
Regards,
Happy Thanksgiving!!
Hoping you and yours have a safe travel.
Regards,
With all due respect rtn, what was so interesting about motion 940? Am I missing something there?
Hello Chem,
Good to see lots of "Oldies" back. Now we need to hear from most of the others, like Lynch, spoonless, ronfrak and rstor. I understand he's very busy but lurking around. I know that ronfrak was posting on the TRCA bd until several months ago.
One needs a lot of fire in the belly or no seeds in the pumpkin to be able to post on the YMB. I don't have much fire in the belly anymore to fight those winless battles, so only post occasionaly here and on the INVESTOR VILLAGE. Lot's of knowledgable people on these two boards. GL
Kind regards,
No, don't go away for a couple of more years unless you divest. You are very valueble with your keen perspective.
This is an excellent board and the IV board is also very informative.
Regards,
Toonce, I see you are posting a lot on the YB trying to convince wounded_elbow and the like of the facts.
Slippery slope to nowhere buddy. Save your fingers. That board has become a cess-pool, for the most part.
Good weekend!
Regards,
Correction- Ment to be thoughtful instead of thought.
There are many longs here that are more knowlegable than you and I but none are more thought then you Cash. Same to you and yours.
Thank you!
Kind regards,
The court has set aside "11 days" for the trial. Some extrapolate that it will take 2-3 weeks for a verdict from start of trial.
Toonce,
Welcome back...are you still invested or just curiuos?
What did you do with "potato"?
rstor and plubobt are sitll around but haven't posted in quite a while. Actually none of the original oldtimers are currently posting.
Kind regards,
Has anyone any idea as to what post Baxter Phillip was elevated to or has he been terminated? I used to be in contact with him very often but have not called IR or emailed them since he was "moved".
rstor (bob) are you still a proud owner of shares. Is it me or I never thought the share price would linger around 1$ after fda approval.
It's a good thing I haven't had the time to track this every week the way I used to, otherwise I'd be in the looney bin.
Regards to all true longs,
That helped, at least it's in black and white.
Thank you!
I wonder at whose request it was delayed this time.
Does it show that?
Coin,
Remember that INSM does not own the fecility where ITP is located. They only lease and if I remember correctly it's a fairly short one with a few option years. My point though is that I don't know that it may be worth very much to someone else. Well, maybe TRCA. Just joking.
Regards,