Insmed, Inc. (NASDAQ:INSM)

CAPS Rating: 2 out of 5

Insmed Incorporated, a biopharmaceutical company, is focused on developing and commercializing novel, targeted inhalation therapies.

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Member Avatar zzlangerhans (99.76) Submitted: 7/15/2013 5:16:23 PM : Underperform Start Price: $10.83 INSM Score: -3.42

Interestingly, I didn't even have enough time to register my negative feelings about Insmed's valuation before the company rushed to concur with me by arranging a 60M dilutive financing even though they had 82M in the bank and no debt as of the end of Q1. Looks to me like a company with experience reinventing themselves setting up for their next incarnation after the fizzling of Arikace.

Remember this is the same Insmed that traded below 3 in early 2012 after Arikace was placed on a clinical hold due to concerns from a rat inhalation carcinogenicity study. I bought 5000 shares of the stock near the low, and exerted huge self-control to wait for the high 6's to sell. That $20000 profit was one of my largest from a single trade. The stock rewarded my apparent wisdom by going on to highs near 14, so now I can remember the $35000 I left on the table with the $20000 I made. It wouldn't sting so much except that my losses continue to number far fewer than gains numerically, yet due to poor buy/sell decision-making my overall trading profits remain anemic.

Regardless of my personal annoyance with Insmed and its flighty traders, I see the market cap over 300M excessive given the unresolved carcinogenicity concerns, the weak results of CLEAR-108 which met the primary endpoint in name only, and the questionable commercial prospects of an antibiotic for non-tuberculous mycobacterial infection even if the results of TARGET-NTM and a future phase III trial are positive.

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Member Avatar scrubs62074 (85.84) Submitted: 2/12/2013 2:56:15 PM : Outperform Start Price: $6.07 INSM Score: +87.04

High Volume Breakout on 02/12/13

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Member Avatar solanZRaider (< 20) Submitted: 6/26/2012 4:07:27 PM : Outperform Start Price: $3.18 INSM Score: +265.93

ZZ Top

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Member Avatar nvcrader (64.57) Submitted: 1/21/2012 2:49:47 AM : Outperform Start Price: $5.03 INSM Score: +111.64

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

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Member Avatar justinjohngalt (< 20) Submitted: 7/15/2010 1:20:05 PM : Outperform Start Price: $6.84 INSM Score: +10.98

Cash

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Member Avatar mhurdle (< 20) Submitted: 6/21/2009 9:24:46 PM : Outperform Start Price: $24.70 INSM Score: -166.17

attractive economics; strong product

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Member Avatar BeatBuffet (36.89) Submitted: 6/12/2009 9:42:06 AM : Outperform Start Price: $21.30 INSM Score: -151.21

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.

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Member Avatar utern (< 20) Submitted: 3/6/2007 8:38:49 PM : Outperform Start Price: $15.00 INSM Score: -139.10

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.

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Member Avatar imagineimu (< 20) Submitted: 3/3/2007 9:11:07 AM : Outperform Start Price: $15.60 INSM Score: -68.36

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.

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Member Avatar obiwankenobe1250 (92.26) Submitted: 3/3/2007 8:51:47 AM : Underperform Start Price: $15.60 INSM Score: +68.36

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.

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Member Avatar theonlyslacker (69.11) Submitted: 3/2/2007 3:08:38 PM : Outperform Start Price: $15.70 INSM Score: -67.27

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.

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Member Avatar mcob337 (< 20) Submitted: 2/22/2007 11:25:58 PM : Outperform Start Price: $15.00 INSM Score: -56.73

Letigation holding this winner down.

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Member Avatar RBBioContest06 (56.15) Submitted: 5/31/2006 10:31:45 PM : Outperform Start Price: $16.50 INSM Score: -87.17

Picked by ferros

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Member Avatar TMFStockPick06 (91.12) Submitted: 5/23/2006 5:36:19 PM : Outperform Start Price: $15.62 INSM Score: -82.14

This stock was picked by TMF Rael.

Results 1 - 14 of 14

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