Beleggen.nl Markt MonitorMarkt Monitor

BioPharma Terug naar discussie overzicht

INSM - Insmed - Deel 16

1.439 Posts
Pagina: «« 1 ... 61 62 63 64 65 ... 72 »» | Laatste | Omlaag ↓
  1. [verwijderd] 1 april 2009 00:18
    10k highlights

    investor.insmed.com/secfiling.cfm?fil...

    1. Enough Inventory through 2010.
    2. No outsource manufacturer identified yet.
    3. 12-18 months to get approved once identified.

    The transfer of the Boulder facility to Merck takes away our internal IPLEX™ production capability. We believe, however, that we have sufficient inventory of IPLEX™ to support our ongoing Amyotrophic Lateral Sclerosis Expanded Access Program (“ALSEAP”) in Italy through 2010 together with the IPLEX™ requirement for the clinical trial currently being planned with the FDA for ALS patientsin the US. Any requirements for IPLEX™ beyond 2010 or any significant increase in demand beyond our current commitments either in the Myotonic Muscular Dystrophy (“MMD”) or ALS fields will require that we identify a Contract Manufacturing Organization (“CMO”) to produce the necessary IPLEX™ to meet the demand. We estimate that the tech transfer of our IPLEX™ production process could take 12 to 18 months once a CMO has been identified.

    -12/31/2008 - accumulated deficit - $346 million (ie future tax write offs)
  2. [verwijderd] 1 april 2009 08:18

    Insmed Completes Sale Of Follow-on Biologics Business To Merck For $130 Mln. - Update
    3/31/2009 7:04:40 PM RTT News
    Insmed completes $130 mln sale of its follow-on biologics business to Merck - Quick Facts
    3/31/2009 5:23:18 PM RTT News
    Insmed closes $130 mln sale of its follow-on biologics business to Merck
    3/31/2009 5:07:48 PM RTT News
    Insmed Pens Agreement With IDIS to Manage Expanded Access Programs for IPLEX - Quick Facts
    3/30/2009 6:01:23 PM RTT News
    Insmed signs agreement with IDIS, UK to manage programs for investigational drug IPLEX worldwide, excluding US and Italy
    3/30/2009 5:32:38 PM RTT News
    Insmed says NASDAQ further extends temporary suspension of minimum bid closing price rule
    3/25/2009 8:07:29 AM RTT News
    Insmed Q4 & FY08 Earnings Conference Call At 8:30 AM
    3/11/2009 7:49:48 AM RTT News
    Insmed Q4 loss widens - Quick Facts
    3/11/2009 7:18:32 AM RTT News
    Insmed posts Q4 loss per share of $0.03, same as last year
    3/11/2009 7:06:09 AM RTT News
    FDA to allow patients with Lou Gehrig's disease to access Insmed's drug Iplex - quick facts
    3/10/2009 2:01:24 PM RTT News
    Previous 10 Headlines

    Press Releases
    Insmed Completes Sale of Follow-On Biologics Platform to Merck & Co., Inc. for Gross Proceeds of $130 Million
    3/31/2009 5:06:24 PM PR Newswire
    Insmed Announces Agreement With IDIS to Manage Expanded Access Programs for IPLEX(TM)
    3/30/2009 5:30:08 PM PR Newswire
    Insmed Announces That NASDAQ Further Extends Temporary Suspension of Minimum Bid Closing Price Rule
    3/25/2009 8:01:34 AM PR Newswire
    Insmed Announces Fourth Quarter and Full-Year 2008 Financial Results
    3/11/2009 7:01:23 AM PR Newswire
    Insmed Announces FDA Issues Statement Regarding Position on Allowing Patients With ALS Access to IPLEX(TM) Under an IND
    3/10/2009 1:40:35 PM PR Newswire
    Insmed to Host Fourth Quarter and Full-Year 2008 Conference Call
    2/26/2009 8:01:29 AM PR Newswire
    Insmed Sells Follow-on Biologics Platform to Merck & Co., Inc. for Gross Proceeds of $130 Million
    2/12/2009 7:01:11 AM PR Newswire
    Merck & Co., Inc. Acquires Biologic Manufacturing Capabilities and Developmental Follow-on Biologics Portfolio from Insmed
    2/12/2009 7:00:14 AM Business Wire
    Insmed and Premacure Announce European Orphan Designation for IPLEX(TM) in Retinopathy of Prematurity in Infants
    1/21/2009 8:02:10 AM PR Newswire


  3. [verwijderd] 1 april 2009 10:57

    After Hours Trade Reporting
    Pre-Market Charts | After Hours Charts
    After Hours
    Last: $ 1.01 After Hours
    High: $ 1.07
    After Hours
    Volume: 13,400 After Hours
    Low: $ 1.01

    Misschien vandaag de range $1,00 tot $1,10 testen?.

    vr gr willem.
  4. ludwig mack 1 april 2009 10:59
    quote:

    crackedtooth schreef:

    10k highlights

    investor.insmed.com/secfiling.cfm?fil...

    1. Enough Inventory through 2010.
    2. No outsource manufacturer identified yet.
    3. 12-18 months to get approved once identified.

    The transfer of the Boulder facility to Merck takes away our internal IPLEX™ production capability. We believe, however, that we have sufficient inventory of IPLEX™ to support our ongoing Amyotrophic Lateral Sclerosis Expanded Access Program (“ALSEAP”) in Italy through 2010 together with the IPLEX™ requirement for the clinical trial currently being planned with the FDA for ALS patientsin the US. Any requirements for IPLEX™ beyond 2010 or any significant increase in demand beyond our current commitments either in the Myotonic Muscular Dystrophy (“MMD”) or ALS fields will require that we identify a Contract Manufacturing Organization (“CMO”) to produce the necessary IPLEX™ to meet the demand. We estimate that the tech transfer of our IPLEX™ production process could take 12 to 18 months once a CMO has been identified.

    -12/31/2008 - accumulated deficit - $346 million (ie future tax write offs)
    crack, wijkt dit nu af van wat je eerst dacht, dat ze zelf iplex konden maken in hun overgebleven faciliteit? hebben ze nu een voorraad aangelegd, die moet heel wat waarde hebben dan? en hoe vind je nw faciliteit en alles klaar hebben dan ......
    vragen, die ze blijkbaar wel weten op te lossen.
    gr
  5. [verwijderd] 1 april 2009 16:45
    ludwig ??? nee dus, en ook nooit zelfs maar gedacht.

    uiteindelijk contractproductie zou bij merck KUNNEN zijn, maar daar houdt elke speculatie mee op.
  6. [verwijderd] 1 april 2009 17:47
    De stabiele koersontwikkeling in het aandeel bevalt me wel .

    Geen grote uitslagen naar beneden en boven , maar zeer geleidelijke koersbeweging .

    Iedere dag een paar cent erbij heb ik veel liever .
    Houdt ook de daytraders weg .
  7. [verwijderd] 1 april 2009 20:31
    En toen was het stil

    INSM 0.984 -0.016 (-1.65%)

    Is het geld al gestort ?

    deal af gerond ?

    short posities in genomen door de kenners ?

    allemaal vragen die ik graag beantwoord ziet.

    Vriendelijke groet,
  8. ludwig mack 1 april 2009 21:22
    quote:

    crackedtooth schreef:

    ludwig ??? nee dus, en ook nooit zelfs maar gedacht.

    uiteindelijk contractproductie zou bij merck KUNNEN zijn, maar daar houdt elke speculatie mee op.
    mooi, ok!
  9. [verwijderd] 1 april 2009 21:58
    quote:

    The Wishbone schreef:

    En toen was het stil

    INSM 0.984 -0.016 (-1.65%)

    Is het geld al gestort ?

    deal af gerond ?

    short posities in genomen door de kenners ?

    allemaal vragen die ik graag beantwoord ziet.

    Vriendelijke groet,

    Ga jij maar fietsen.

    P.
  10. [verwijderd] 1 april 2009 22:51


    "

    Current situation
    Current state = $123 million in the bank and full loaded there are about 144 million shares outstanding = .85/share

    .96 - .85 = .11/share above cash value = @$15 million

    We are receiving about $10 million in revenue from cost recover program in Italy so $15 million - $10 million = $5 million

    That means that the market is placing a value of $5 million on the following:

    1) Phase II results from MMD trial that was paid for by the MDA - anticipated revenues of more than $300 million if approved
    2) If MMD results are good we could see an opt in from Ipsen or Roche - more cash on hand
    3) ALS expansion in US and Europe - so if only half the number of people actually take advantage of the program in the rest of the world as are using iPlex in Italy that would make up all the $5 million by itself in current revenues
    4) ROP, oncology platform, ins-18 ...

    Really??? Is it logical that people would sell 1 million shares at a .04 loss from yesterdays close and confirmation that we actually have $123 million in the bank???

    I don't think so. Plus Antler is back with some new friends. Things are looking pretty good. Slacker

    "
  11. [verwijderd] 1 april 2009 23:25
    quote:

    Frederik C schreef:

    Crack, wie is Antler? Heb ik iets gemist?

    succes, F.
    neuh, IV/ymb gespuis, geen idee of hedgies traders of andere trading strategieen.
1.439 Posts
Pagina: «« 1 ... 61 62 63 64 65 ... 72 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beleggen.nl

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.001
AB InBev 2 5.481
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.194
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 264
Accsys Technologies 23 10.502
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 188
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.647
Aedifica 3 901
Aegon 3.258 322.648
AFC Ajax 538 7.086
Affimed NV 2 6.287
ageas 5.844 109.885
Agfa-Gevaert 14 2.048
Ahold 3.538 74.292
Air France - KLM 1.025 34.991
AIRBUS 1 11
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.036
Alfen 16 24.319
Allfunds Group 4 1.468
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 405
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.812
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.835 242.709
AMG 971 133.045
AMS 3 73
Amsterdam Commodities 305 6.686
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 482
Antonov 22.632 153.605
Aperam 92 14.905
Apollo Alternative Assets 1 17
Apple 5 380
Arcadis 252 8.731
Arcelor Mittal 2.033 320.559
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.288
Aroundtown SA 1 219
Arrowhead Research 5 9.715
Ascencio 1 26
ASIT biotech 2 697
ASMI 4.108 39.078
ASML 1.766 105.979
ASR Nederland 21 4.451
ATAI Life Sciences 1 7
Atenor Group 1 469
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.609
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.390