Insmed, Inc. (NASDAQ:INSM)

2trpop (30.91) Submitted: 4/29/2012 9:20:58 AM : Start Price: $2.91 INSM Score: +8.12

pf/zzl

Kvedarna (96.46) Submitted: 4/13/2012 11:10:28 AM : Start Price: $3.09 INSM Score: +0.41

zzlanger idea

zzlangerhans (99.67) Submitted: 1/23/2012 11:37:10 AM : Start Price: $4.70 INSM Score: -36.63

On Friday Insmed opened at 5.5 on word that the FDA was lifting the clinical hold on the phase III trial of Arikace for non-tuberculous mycobacterial infection. The company' statements about the phase III trial for Arikace in cystic fibrosis have been conflicting.

In the last earnings statement in November the company wrote "Insmed was informed during further dialogue with the Agency that, if the Company chooses to proceed, the required 9-month dog inhalation toxicity study of ARIKACE can be conducted in parallel with the CF phase 3 clinical trials in human subjects".

On Friday when they announced the release of Arikace for NTM they wrote "We are initiating the work required to begin the 9-month dog study during the second quarter and are continuing our dialogue with FDA regarding the CF clinical program."

I do believe that the company will soon report they are resuming both phase III studies, and the share price will return to the high 5 range. Of course, it's anyone's guess what will happen with the dog study or what other adverse events might occur so this is a short-term play and only in CAPS.

nvcrader (21.70) Submitted: 1/21/2012 2:49:47 AM : Start Price: $5.03 INSM Score: -41.20

UPDATE 2-FDA lifts hold on Insmed's lung disease drug, shares jump

justinjohngalt (< 20) Submitted: 7/15/2010 1:20:05 PM : Start Price: $6.84 INSM Score: -77.43

Cash

mhurdle (< 20) Submitted: 6/21/2009 9:24:46 PM : Start Price: $24.70 INSM Score: -133.56

attractive economics; strong product

BeatBuffet (90.64) Submitted: 6/12/2009 9:42:06 AM : Start Price: $21.30 INSM Score: -127.42

Because people eat and drink too much sugar and they have a break-through medicine that treats insulin resistance, for which, they just cleared up legal liabilities and gained the right to market their product to a broader spectrum of patients. I bought it close to a buck, just sold it to hold another position, will hold it again soon. This is a long-term pick IMO.

utern (27.76) Submitted: 3/6/2007 8:38:49 PM : Start Price: $15.00 INSM Score: -130.87

Just got out from under a lwsuit with DNA seemingly unscathed. They have a novel interactive drug that has potential usage against ALS Diabetes and may more.

imagineimu (< 20) Submitted: 3/3/2007 9:11:07 AM : Start Price: $15.60 INSM Score: -82.55

This stock has been under pressure do to the on going litigation with trca/dna. Once this is over, which it appears it is close being it should increase substantially. INSM has orphan drug status and should get European market approval within the next 30 days and thus locking out any competitor for 10 years, it is also being tested for ALS uses by the Italian government and if positive results come out iplex could be the next billion dollar drug.

obiwankenobe1250 (93.06) Submitted: 3/3/2007 8:51:47 AM : Start Price: $15.60 INSM Score: +82.55

Voraciously consuming an inordinate amount of cash relative to its revenues. Long term prospects had better pan out, because the near term looks pretty dismal. And besides, downwithpumpers provided the tip.

theonlyslacker (60.32) Submitted: 3/2/2007 3:08:38 PM : Start Price: $15.70 INSM Score: -81.59

Have picked this stock since below a dollar. Company has numerous possible indications for their drugs in major categories. Price is risk weighted heavily as a result of financials and litigation with larger companies (DNA/TRCA). Two continuation in scheduled court dates lead one to speculate there is a settlement in the works. If you remove the cloud of litigation raising money should not be difficult assuming part of any settlement does not include capital.

mcob337 (< 20) Submitted: 2/22/2007 11:25:58 PM : Start Price: $15.00 INSM Score: -76.34

Letigation holding this winner down.

RBBioContest06 (54.27) Submitted: 5/31/2006 10:31:45 PM : Start Price: $16.50 INSM Score: -92.97

Picked by ferros