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Tuesday, 06/20/2006 10:43:44 AM

Tuesday, June 20, 2006 10:43:44 AM

Post# of 24977
buying INSM at 1.46 for swing for the endo conference on june 27

BIGGEST JUNE EVENT WILL BE THE FORMAL RELEASE OF PHASE 2 SEVERE INSULIN RESISTANCE CLINICAL DATA (IPLEX)AT THE ENDO CONFERENCE ON JUNE 27

1) IPlex Commercial Launch in MAY----- 4 weeks ahead of schedule!!

2) INSM will formally apply with the EMEA in a few weeks for iPLex approval in Europe. iPLex has already been approved in Europe for Severe Insulin Resistance. INSM has not ruled out a partnership with a large pharma Co. to market iPlex in Europe.

3) Earnings for 2Q will exceed analysts' expectation by a wide margin because of 1 above.

4) Surveys by analysts indicate that IPlex is preferred by pediatric doctors for safety reasons and once/daily dosage.

5) INSM has $60M in cash. Enough to fund operations until mid-2007.

6) INSM will present "COMPELLING DATA" for phase 2 clinical results using iPlex to decrease Severe Insulin Resistance. Presentation will be made in 3 weeks at the ENDO international Show/Conference. Expect more than 10M shares traded that day.

6)ASCO published this week a milestone paper describing the relationship between PB3 and cancer prevention/cure. Eseentially PB3 neutralizes excess IGF-1 (Increlex) which if allowed to exist unbuffered could fuel uncontrolled cell growth including tumors/cancer.

Reminder....iPlex is a combination of iGF-1 and PB3. IPlex uses BP3 to regulate IGF-1 distribution in the body, thus avoiding unbuffered IGF-1. FYI, INSM is conducting cancer trials using BP3.

http://www.asco.org/portal/site/ASCO/menuitem.d773f70619f767fd506fe310ee37a01d/? vgnextoid=4cca201eb61a7010VgnVCM100000ed730ad1RCRD&reuterview=detail_view&reuter sid=4868

ABOUT IPLEX. iPlex is a proprietary INSM drug product for the delivery of recombinant insulin-like growth factor 1 (IGF-1). It is administered as a preformed complex with a recombinant form of its natural binding protein, insulin-like growth factor binding protein 3 (rhIGFBP-3). iPLEX is administered as a once-daily subcutaneous injection, which can restore and maintain IGF-1 levels to physiologically relevant levels.


OTHER ONGOING CLINICAL DEVELOPMENT:

* NOONAN's syndrome trials. This is to expand iPlex patient base from 6,000 to over 30,000.

* Miotonic Muscular Disthrophy (MMD) clinical trials using iPlex are well under way. The University of Rochester School of Medicine, and the Muscular Dystrophy Association (MDA) announced in March 2006 the initiation of a Phase 2 clinical study investigating the use of iPlex(TM) for the treatment of MMD.

Myotonic dystrophy affects an estimated 40,000 individuals in the United States and causes progressive muscle wasting and weakness in the hands, forearms, legs, neck and face.

* BP3 cancer trials....Ongoing (see ASCO news above)

The company's product candidate (BP3), rhIGFBP-3, recombinant human Insulin-like Growth Factor Binding Protein-3, is a naturally occurring anti-tumor agent. rhIGFBP-3 has demonstrated preclinical efficacy in numerous cancer indications, including breast, prostate, liver, ovarian, and colon cancers.

Recent independent studies have demonstrated rhIGFBP-3 used in combination can accentuate and even synergize the efficacy of standard cancer therapies.

* INSM-18 AT THE FOREFRONT OF NEW CANCER DRUGS....EVEN AHEAD OF PFYZER IN THIS AREA

On March 7, 2006, the Business Intelligence firm La Merie S.L. reported that antibodies are at the forefront of novel cancer therapeutics targeting the insulin-like growth factor-1 receptor (IGF-1R).

The report states that INSM along with giant Pfizer are among the leaders in this promising oncology research area. INSM-18 is a dual inhibitor of IGF-1R and Her2/neu and is the only clinical stage IGF-1R small molecule antagonist (phase I/II in pr


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