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I would like to know what prompted Italian doctors & patients to seek IGF/BP3 over free IGF-I.
Given the propensity for free IGF-I to bind with less than ideal IGFBPs that render it inactive (for ALS), could the prebound complex be more effective than free IGF-I, yielding higher IGF-I bioavailability to motor neurons.
* Wilczak N,* de Keyser J. Department of Neurology, Academic Hospital Groningen, NL-9700 RB Groningen, The Netherlands. n.wilczak@neuro.azg.nl - Endocr Dev. 2005;9:160-9
Insulin-like growth factor system in amyotrophic lateral sclerosis.
Insulin-like growth factor-I (IGF-I) is a neurotrophic factor with insulin-like metabolic activities, and possesses potential clinical applications, particularly in neurodegenerative disorders. Amyotrophic lateral sclerosis (ALS) is a chronic progressive devastating disorder of the central nervous system, characterized by the death of upper and lower motor neurons. Both in vivo and in vitro studies have shown that IGF-I promotes motor neuron survival and strongly enhances motor nerve regeneration. Evidence that IGF-I rescues motor neurons has led to clinical trials of human recombinant IGF-I in ALS patients. However, systemic delivery of human recombinant IGF-I in these trials did not lead to beneficial clinical effects in ALS patients and may be due through inactivation of IGF-I by binding to IGF binding proteins (IGFBPs), and or limited delivery of IGF-I to motor neurons. Recently it was shown that both IGF-I receptors and IGFBPs were increased on motor neurons of ALS patients and free levels of IGF-I were decreased by 50%. In this study it was suggested that IGFBPs inactivate IGF-I by forming inactive complexes. The uses of IGF analogues with low affinity for IGFBPs and analogues that are able to displace IGF-I from IGFBPs are better candidates in new clinical trials. Another possibility is to find a way of IGF-I transport without hindrance of circulating and tissue-specific IGFBPs, such as IGF-I delivery based on gene therapy.
re: Tercica/DNA to be covered by Genetech's '151 patent as a "producing a greater anabolic state" - for ALS
I respectfully disagree. In IGFD, IGF-1 produces anabolic activity - growth. Whereas in ALS, as well as MMD, IGF-1 mitigates catabolic activity - tissue wasting.
Promoting the construction new polymeric molecules is very different from preventing their deconstruction.
Regards,
Peter
Did you set up a paypal account so we can help cover your costs of pacer? If not, do consider it....we are all very greatful....
My personal thanks....saved me plenty of cash and time :)
Your stategy is flawed with several oversights. The 7.5 million is NOT due all at once, and with the pending appeal, may not be due at all, if only in escrow, in installments
If you had payed attention to the court documents that RTN has been so kind to provide, you would have noticed that INSM had used a 15% worst case scenario when considering the terms of DEBT agreement. Your mad dash for cash scenario is just a load of BS. Why would they not wait for the news of appeal, clinical results, ineq cond....before considering anything....
Your opinion is welcomed. Your drama and fear mongering is better suited for the yahoo board.
I too do not belive management has ever been smart with money. Though I also belive NO ONE spends that much time on a message board to 'save investors' from making bad choices. Would you expect us to believe that you are an investment angel here out of your own goodwill?
Keep it real and your thoughts are most welcomed. You're better off spreading fear on the yahoo board to get your cheap shares.
Here is my take on what has been happening over the last few days/months.........
March 10, 2006, Insmed Prices $40 Million Equity Offering, 20,000,000 shares of common stock at a price of $2.00 per share. The scene is set
Mar 15, 2006, Underwriters Exercise In Full Option to Purchase Additional 3,000,000 shares - Sharks never shy away from blood
Lazard & C.E. Unterberg clients dump shares to shorts who systematically pull down the price from that date (check the chart)
Price bottoms and pulls the last tobin fuc*nut from his savings, VC's go long and call shorts....
volume/pps (cor)erection
As we approach court date....VC's push stock above $2, cash in, and play with houses money......
oh....let us not forget the converts at 1.3.....
get your rocks off on rumours or play the game....
I owe allot to many here/yahoo.....and am providing my game plan....
rstor (rob) you're missed here buddy....your logic is solid gold...hope you are well :)
peter
....at the very least with it comes some relief that some more of those warrants are done and over with....they will plague us for a while longer....i suspect with every push above the strike price or added risk we shall see the remainder of them cashed out....and I cant help but envy those VCs who made out with quite a handsome deal...
good to see you around Bob....I'm always here in the shadows ;)
Cheers,
Peter
brilliant post/thoughts.....thank you jelly
here is my chart:
http://www.pricequote.ca/insm040606.gif
4 technical events in tandem
RSI <30
PS reaching 200 MA
MACD -0.1
STOCH oversold
This is the main event. Up or down. Undoubtedly a pr would help with a nice bounce. without it I think we are close to the reversal. Until the fast MACD line (dark) crosses the slow line (thin), we base here or drift lower.
I see this as a buying opportunity. I made the bulk of my profit this time around from buying at 1.65-1.75 level AFTER the fda announcement. I had plenty from -$1.0 :) but, that stall into the 25 M vol day was a huge buying opportunity. This time, I have invested 20% more of my original intentions and have averaged just under $2 (bought 2/3's too early). I will buy more if it drops further.
I know this is a long down trend. But also another buying opportunity. I see support here, but I was wrong the first time :)
Coin - how do i post photos - <tag>?
It's from their compassionate care programs if i am not mistaken, patients pay for iplex
todays chart was certainly shock and awe for me!
MACD fast line crossed slow line while both lines are below centre, coupled with STOCH heading south along with histogram, that officially starts a down trend in my books as of today. I will add latter this week if this downtrend plays out. I just dont want to catch anything above the finance strike price from this point moving forward. My brain is telling me to load the boat, my instinct tells me wait some more. Just rambling here, dont mind me....
It was also noted in the answer to the question of why finance before instead of later, when stock price ‘could’ potentially be higher. Answer was that it was wise to finance with the current available data instead of waiting and taking a chance on the future data results. This answer was very negative in my view. Admitting almost that in the future, increlex data might not be as good and so they had to take the financing while they could still get it on ‘decent’ data.
When half these kids on 120 migs bail out to due to side effects and the data goes public all the spin in the world is not going suffice.
Additionally, he made valid points on how an endo treating a patient for 15 years is not going to call patients into the office ahead of the regular bi/annual checkup to put them on increlex. I belive we already have people on the street and enough word out in the endo community that being 3 months behind is not catastrophic. Admittingly, iplex is not going to sell itself, but even an armchair bio nub like me could sell more iplex then increlex. Pediatric docs are very conservative (ideally) and are less prone to getting their pockets greased by sales guys pushing garbage product.
> Buying opp?
Re: pages behind :)
I think so, and so does the chart. I expected it to touch 2.0 and was planning to ladder my buys in, hopefully picking up most of it at the bottom. I Bought my 1st 1/4 @ 2.35 and 2/4 at 2.2s as I saw support build, and am waiting to buy my last 1/4 back in and more if it drifts < 2.1
you pointed out a number of positives (along with negs) a while back, stating all what we have to look forward to, which outweighed the negs, dilution & trca sales announcements.
otherwise the charts and the markets point up, as mid and large caps get slammed
short term is really a PR timing thing, otherwise I see insm forming a base here as it did @ 2.25 between the april 03 / april 04.
cheers
peter
where in my post did i mention anything about charts? i asked copernicus to share his breakeven calculation.
if we are talking charts, i will have to disagree and say that while playing into fundamentals has been key with insm, charts have played a critical role in making great calls over the last 3 years that i have traded insm
trade vs invest.....bah...i do both
Yes copernicus I would like to hear your opinion on what you outlined, please add. You were a great poster in the old yahoo insm bb
thanks
coinstarz - does membership stop in two weeks? I have server space and expertise to set up open source message boards and other tools. Just let me know in the futre if you guys need tech resources.
cheers
peter
coinstarz drop me your e-mail address and I can send the docs to you. They were obtained through the kind efforts of Bob (rstor1) and north4000.
No need to e-mail IR my thoughts, Baxter has already heard them plenty :)
cheers
aftermath
Hello Everyone,
Thanks coinstarz for setting up this board. Hello old longs and new ones alike.
coin, bob – I still have those legal documents on my server. I just moved them because I noticed an unknown posting a link in the fury of n00bs on yahoo and thought it to be unsafe, because of redistribution restrictions from the doc. sources. Let me know if you need a temp pass :)
I was thinking of building a board with private membership for everyone but you made one out of the box a lot faster!
Things are looking good. I held almost everything through FDA decision except for some nice xmass money =) and actually averaged up considerably after the decision @ 1.60 :D
We all knew that more clinical trial announcements were coming early 06 and more importantly hoping for news of a distribution /partner agreement soon. Though I remain cautious on what that means to most people. Would we see big pharma throw down considerable money for trials without a considerable amount of the proceeds? Perhaps. Since there are so many indications.
Perhaps we just see a sponsorship for euro approval and distribution/marketing for now and have to raise cash on our own. I know we will have to raise cash anyways, but at what cost?
As Bob mentioned, management has never been savvy with their banking endeavors, so I am still skeptical as to what the final picture will look like. But I dream like the rest of you guys, in billion m. caps and seeing something on television about this new revolutionary drug ;)
I’ll hand it to management for getting this far. Approved drug in the time frame they did it. But BURNED the CLTX holders of share value from what the honest old longs have been saying. I just hope they do not do it again in this next phase of the company transition.
The $2 price was critical, we briefly grazed the naz top gainers today since we are above $2, popping on the screen of thestreet.com and many more silent radars ;)
Cheers and best to wishes to everyone this new year. Lets get it on!