InvestorsHub Logo
Replies to #28821 on Biotech Values
icon url

ToysInTheAttic

05/17/06 1:41 PM

#28823 RE: beachgal7711 #28821

Wall's other 2 or 3 <$300M cap
I don't know if INSM is one of your other 2 or 3 but I've been adding all week.
I'm particularly pleased that 1)it is holding up rather well these last 2 days in light/spite of the blood bath out there as beachgal puts it. and 2) the institutional ownership has more than doubled

icon url

DewDiligence

05/17/06 2:58 PM

#28826 RE: beachgal7711 #28821

There are some bargains out there!
icon url

walldiver

05/18/06 12:58 AM

#28869 RE: beachgal7711 #28821

<<2 OR 3 undervalued biotechs under $300 million cap

Do you care to share what the other 2 are? After today, you may have 6 or 7. Man, its bloody out there.>>

INSM, HNAB, YMI, and SNUS come to mind. PANC is almost there and IDIX could be on its way.


icon url

drbio45

05/20/06 12:17 PM

#29049 RE: beachgal7711 #28821

beachgal-Insmed

I think I saw you ask how to get to the insmed i hub board. It is a wierd question since you post on biotech values but you just go to the bottom of the page where it says search and type in insm

You mentioned on the yahoo board that you think many doctors won't prescribe Iplex because of the lawsuit. The Tercica sales reps may tell the doctors that Iplex will be taken off the market but I don't think there is much chance for that to happen.

The doctors will see that Insmed's drug is once a day versus twice a day injection. They will also look at the label and see that Iplex not only has less hypoglycemia but even when it happens it is less severe.

The reason I don't think that the drug is taken off the market if Insmed loses is that it is a safer drug. That isn't Insmed's sales force saying that, it is Tercica's own court documents. In Tercica's documents they clearly say that if an equivalent amount of Increlex(tercica's drug) were given as compared to Iplex, the kids would either develop seizures or die. That is in their document. No judge would take the safer drug off of the market. They would force Insmed to pay royalties.

Once Iplex is launched it should overtake tercica's first mover advantage quickly. If it doesn't, doctors wouldn't be doing their jobs, which is possible. But there is no incentive for them to prescribe the inferior drug.