Replies to post #1734 on Insmed Inc (INSM)

[parentsgratae]

AGREED; and beachgal...I realize your YMB post was directed to another but the title had my screen name on it; just to set the record straight - I am glad you are here and I would never insult you in any degree....It is a jungle on the YMB.

[io_io]

"Congratulations! This is by far the most comprehensive and most professionally presented investors board I have seen!"

BeachGal - well said

I have to agree. And on Friday I was banned by Dew from his board. Ostensibly for protesting his personal attacks on others (BSR_David). More likely because Elan kept making 52-week highs, and IDIX and GTCB kept making 52-week lows (my apologies if you own either !). It is great to have another iHub board with common cause with a few on several stocks (rstor, drbio, you - others here too).


(Someone sent me an email asking the question: did he ever get a biotech across a goal-line ? Like: a development stage biotech, and first FDA approval. I asked it on the DNDN YMB board. I think the answer is NEVER - otherwise we would know for sure, like weekly reminders of glory. Ok enough about him - I saw you also protesting his recent personal attacks there. On to INSM)


I'm trying to narrow down my biotech selection, but INSM is a cornerstone. It's priced like it has a late-stage pipeline, but in the fact the Drug is approved and about to launch.

And structurally it is like GENZ - niche drug, niche indication - and no real competition.

I think the impetus for a price movement will not be the launch itself - it will actually be the announced price of Iplex.

This is a CRITICAL decision for INSM, and I bet a lot of research and thought has gone into it. I will stick my head out and say they will set a price-point 20% higher than Increlex. That will finally wake the analysts up, and realize there's a huge difference.