BioPharma « Terug naar discussie overzicht

INSM - Insmed - Deel 2

1.120 Posts, Pagina: « 1 2 3 4 5 6 ... 20 21 22 23 24 25 26 27 28 29 30 ... 52 53 54 55 56 » | Laatste

Omlaag ↓

[verwijderd] 12 juli 2006 16:28

Ortega, dat is minder! Heb veel begrip voor jou situatie en hoop alvast dat de andere helft vlug in het groen staan

Ortega 12 juli 2006 16:32

bedankt, maar it's all in the game.
een groot deel van mijn GTCB winst is weer weg. Die had ik wel op tijd verkocht.

prrrrr 12 juli 2006 16:35

Orgineel bericht
Ortega schreef:

bedankt, maar it's all in the game.
een groot deel van mijn GTCB winst is weer weg. Die had ik wel op tijd verkocht

jij heb nu gewoon minder winst.

[verwijderd] 12 juli 2006 16:46

Zoals het orderboek er nu uitziet zijn we vnv allemaal 4à5% rijker.

[verwijderd] 12 juli 2006 16:49

quote:
trader20 schreef:
Zoals het orderboek er nu uitziet zijn we vnv allemaal 4à5% rijker.

ik spreek liever van minder arm....

[verwijderd] 12 juli 2006 16:54

Niemand maar dan ook niemand verkoopt nog zie www.tradingday.com/3books.html

[verwijderd] 12 juli 2006 17:03

quote:
SkySpam1 schreef:
Je geloofd toch niet dat dat goed nieuws is he,bijna altijd voor slecht nieuws er aan komt is de koers al dagen aan het zakken,pas op!

wat kom je hier eigelijk doen? je hebt ze niet meer in portefeuille
maar komt hier om de haverklap negatief nieuws neerpennen
voel je hier nu beter mee?

hopelijk is u éénzelfde lot beschoren bij gnbt

Ik denk toch dat je mijn postings verkeerd begrijpt,ik ben hier helemaal niet om slecht nieuws te verkondigen maar om aan te geven wat mijn verwachting is,dat doen ze volgens mij allemaal hier.En trouwens ik wens niemand verliezen toe ,jou ook niet,het ga je goed hoor!

[verwijderd] 12 juli 2006 17:12

Vaino's Biotech Corner
INSM & TRCA - Fighting Like Two-Year Olds
Even with the VIX finally moving again, biotech stocks have been pretty quiet.The biggest biotech story of the week, for me at least, was the announcement on Wednesday that a patent dispute between Insmed (INSM) and Tercica (TRCA) would go to trial. I have written about these stocks before, and sold off TRCA in June’s market plunge. I still liked INSM so I kept it.

Both these companies have received FDA approval to sell insulin-like growth factor-1 (IGF) for the treatment of growth deficiencies in children. Tercica’s drug, Increlex, is given twice a day by injection and Iplex, Insmed’s drug, is given once a day. And note that Iplex is cleverly delivered with a complementary binding protein to improve distribution in the body.

Tercica claims that Insmed is using their patented technology to produce their drug. To read the headlines from the Tercica press release, it sounded like the court had already ruled that Insmed is infringing on their patent. However, all the court actually did was to deny Insmed’s request for summary judgement. That is, Insmed wanted the court to rule there was no evidence to support Tercica’s assertion. Courts typically only grant summary judgment if there is no evidence to support claims. Since Tercica had evidence to support its claim, the court had no choice but to proceed to trial. Only at trial can the validity of the evidence be determined. The trial is set to begin November 6.

In essence, Insmed will be seeking to establish that the patent issued to Tercica is invalid based on prior art. It’s now up to the court to decide if this is true or not.

A different court case in which Tercica sued Insmed for false advertising was thrown out last month. These guys just don’t seem to play well together.

While I don’t believe this is a killing blow for Insmed, it did knock the stock price down 33% from where it was last week, to under $1.30. Tercica saw a modest jump on the day of the announcement, but it’s actually down for the week.

I think Iplex is the better drug. A study published in May 2006 in Expert Opinion on Biological Therapy found protein-bound IGF had a superior safety profile as compared to the unbound. Also, Iplex is administered once a day compared to twice a day for Increlex. Ask yourself, would you rather get one needle a day or two needles a day? Now go ask a five year old. I’m pretty certain I know the answer.

This is a good drug, but it’s a niche product, and there likely isn’t room for two competitors anyway. TRCA is a one shot wonder (they licensed the drug from Genentech) while INSM has other ongoing clinical trials. Even if Tercica prevails in the trial, which is not certain, they’re still left with an inferior product: Insmed has patented delivery with the binding protein.

Neither INSM nor TRCA have strong balance sheets (TRCA’s is marginally better) and court cases are expensive and risky. My take, and this is definitely not for the faint of heart, is that if the trial goes well for Tercica it would still be worth their while to enter into an agreement with Insmed. The trial could well drag on for years, and Insmed will continue selling Iplex. If Tercica were to prevail and compel them to stop, the publicity of forcing little kids to have to take two needles a day instead of one likely isn’t going to be good I might get my head handed to me, but I’m seriously thinking of buying more INSM

64.233.167.104/search?q=cache:Zk9wUei...

[verwijderd] 12 juli 2006 17:31

[quote=SkySpam1]
Vaino's Biotech Corner
INSM & TRCA - Fighting Like Two-Year Olds
Even with the VIX finally moving again, biotech stocks have been pretty quiet.The biggest biotech story of the week, for me at least, was the announcement on Wednesday that a patent dispute between Insmed (INSM) and Tercica (TRCA) would go to trial. I have written about these stocks before, and sold off TRCA in June’s market plunge. I still liked INSM so I kept it.

Both these companies have received FDA approval to sell insulin-like growth factor-1 (IGF) for the treatment of growth deficiencies in children. Tercica’s drug, Increlex, is given twice a day by injection and Iplex, Insmed’s drug, is given once a day. And note that Iplex is cleverly delivered with a complementary binding protein to improve distribution in the body.

Tercica claims that Insmed is using their patented technology to produce their drug. To read the headlines from the Tercica press release, it sounded like the court had already ruled that Insmed is infringing on their patent. However, all the court actually did was to deny Insmed’s request for summary judgement. That is, Insmed wanted the court to rule there was no evidence to support Tercica’s assertion. Courts typically only grant summary judgment if there is no evidence to support claims. Since Tercica had evidence to support its claim, the court had no choice but to proceed to trial. Only at trial can the validity of the evidence be determined. The trial is set to begin November 6.

In essence, Insmed will be seeking to establish that the patent issued to Tercica is invalid based on prior art. It’s now up to the court to decide if this is true or not.

A different court case in which Tercica sued Insmed for false advertising was thrown out last month. These guys just don’t seem to play well together.

While I don’t believe this is a killing blow for Insmed, it did knock the stock price down 33% from where it was last week, to under $1.30. Tercica saw a modest jump on the day of the announcement, but it’s actually down for the week.

I think Iplex is the better drug. A study published in May 2006 in Expert Opinion on Biological Therapy found protein-bound IGF had a superior safety profile as compared to the unbound. Also, Iplex is administered once a day compared to twice a day for Increlex. Ask yourself, would you rather get one needle a day or two needles a day? Now go ask a five year old. I’m pretty certain I know the answer.

This is a good drug, but it’s a niche product, and there likely isn’t room for two competitors anyway. TRCA is a one shot wonder (they licensed the drug from Genentech) while INSM has other ongoing clinical trials. Even if Tercica prevails in the trial, which is not certain, they’re still left with an inferior product: Insmed has patented delivery with the binding protein.

Neither INSM nor TRCA have strong balance sheets (TRCA’s is marginally better) and court cases are expensive and risky. My take, and this is definitely not for the faint of heart, is that if the trial goes well for Tercica it would still be worth their while to enter into an agreement with Insmed. The trial could well drag on for years, and Insmed will continue selling Iplex. If Tercica were to prevail and compel them to stop, the publicity of forcing little kids to have to take two needles a day instead of one likely isn’t going to be good I might get my head handed to me, but I’m seriously thinking of buying more INSM

64.233.167.104/search?q=cache:Zk9wUei...

[/quote
Ik deel volledig de mening. INSM is de laatste dagen gezakt door het nieuws omtrent de rechtzaak. Toch was deze daling een overreactie aangezien iplex superieur product is. INSM komt echt goed!!

[verwijderd] 12 juli 2006 17:36

Niet vergeten:
Insmed Incorporated (NASDAQ:INSM) today announced that Philip J. Young, Chief Business Officer of Insmed, will present a corporate overview on Wednesday, July 12 at 1:35 PM ET during the C.E. Unterberg, Towbin Emerging Growth Opportunities Conference taking place in New York. Investors may access a live audio webcast of the presentation via www.wsw.com/webcast/ceut4/insm/

[verwijderd] 12 juli 2006 17:50

quote:
psycho-pharma schreef:
Niet vergeten:
Insmed Incorporated (NASDAQ:INSM) today announced that Philip J. Young, Chief Business Officer of Insmed, will present a corporate overview on Wednesday, July 12 at 1:35 PM ET during the C.E. Unterberg, Towbin Emerging Growth Opportunities Conference taking place in New York. Investors may access a live audio webcast of the presentation via www.wsw.com/webcast/ceut4/insm/

en als we nu ook nogeens iets te horen krijgen waardoor we een paar stappen voorwaarts zetten, en de koersvooruitzichten weer iets positiever
zou een mens al best tevreden stemmen
want van steeds die bobslee-baan te moeten volgen worden we allerminst vrolijk van
1.20 - 1.21 (afwachtend boekje)
en hopelijk morgen niet weer het deksel op de neus

[verwijderd] 12 juli 2006 19:15

grotere laat-blokken steken weer de kop op
toch niet weer dat geschaak zoals gisteren en voorgaand

[verwijderd] 12 juli 2006 19:26

iemand iets over unterberg bekend?

[verwijderd] 12 juli 2006 19:26

quote:
SkySpam1 schreef:
[quote=psycho-pharma]
Niet vergeten:
Insmed Incorporated (NASDAQ:INSM) today announced that Philip J. Young, Chief Business Officer of Insmed, will present a corporate overview on Wednesday, July 12 at 1:35 PM ET during the C.E. Unterberg, Towbin Emerging Growth Opportunities Conference taking place in New York. Investors may access a live audio webcast of the presentation via www.wsw.com/webcast/ceut4/insm/

[/quote]

en als we nu ook nogeens iets te horen krijgen waardoor we een paar stappen voorwaarts zetten, en de koersvooruitzichten weer iets positiever
zou een mens al best tevreden stemmen
want van steeds die bobslee-baan te moeten volgen worden we allerminst vrolijk van
1.20 - 1.21 (afwachtend boekje)
en hopelijk morgen niet weer het deksel op de neus

Hoe laat is dat nederlandse tijd?

[verwijderd] 12 juli 2006 19:27

is nu
:p

gustaaf1e 12 juli 2006 19:33

's kijken of de omzet na het praatje wat omhoog gaat.

G

[verwijderd] 12 juli 2006 19:35

quote:
1gustaaf schreef:
's kijken of de omzet na het praatje wat omhoog gaat.

G

en dan nog het liefst hogere volumes met hogere koersen
maar ja, mochten we zelf mogen kiezen

[verwijderd] 12 juli 2006 19:47

begint!!

[verwijderd] 12 juli 2006 19:47

Er werd weinig gemeld dat we nog niet wisten. Ik dacht heel even te horen dat hij iets over aantallen wilde gaan zeggen maar helaas.

[verwijderd] 12 juli 2006 19:48

Als je het zo allemaal achter elkaar hoort, is het gewoon een indrukwekkend bedrijf.
Laat de boefjes maar uitrazen, the future is ours!!

Psycho
$30

1.120 Posts, Pagina: « 1 2 3 4 5 6 ... 20 21 22 23 24 25 26 27 28 29 30 ... 52 53 54 55 56 » | Laatste

Aantal posts per pagina: 20 50 100 | Omhoog ↑

Direct naar Forum

Markt vandaag

AEX 907,46 -7,22 -0,79% 28 mrt


Germany40^	22.458,40	-0,97%
BEL 20	4.406,62	-0,63%
Europe50^	5.322,37	-0,17%
US30^	41.429,80	0,00%
Nasd100^	19.182,70	0,00%
US500^	5.556,95	0,00%
Japan225^	36.263,60	0,00%
Gold spot	3.085,30	0,00%
EUR/USD	1,0831	+0,32%
WTI	68,98	0,00%