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Insmed, in de gaten houden

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  6. [verwijderd] 11 april 2006 15:47

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    Quick Search Results for Insmed (INSM)




    Results for Up/Down; 1 year





    Date Brokerage Firm Action From To Old New
    11-Apr-06 CE Unterberg Towbin Initiated Buy $3
    17-Aug-05 Lazard Freres Initiated Buy $2.5
    16-Jun-05 CE Unterberg Towbin Upgrade Market Perform Buy $2.5
    20-Apr-05 CE Unterberg Towbin Initiated Market Perform





    Copyright © 2006 Briefing.com. All rights reserved.

  9. [verwijderd] 11 april 2006 15:51

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    quote:

    M.A.D.W. schreef:

    Quick Search Results for Insmed (INSM)

    Results for Up/Down; 1 year
    17-Aug-05 Lazard Freres Initiated Buy $2.5

    Copyright © 2006 Briefing.com. All rights reserved.
    en deze dan
    INSM PRICE TARGET: $4.00 (DECEMBER 13, 2005)
    DECEMBER 13, 2005
    LAZARD CAPITAL MARKETS, LLC
    30 ROCKEFELLER PLAZA
    NEW YORK, NY 10020
    INSMED (INSM)
    BIOTECHNOLOGY RATING: BUY PRICE: $1.44 PRICE TARGET: $4.00
    INSM: iPlex gains approval and orphan exclusivity; increasing target to $4.00

    Last night, Insmed’s iPlex gained approval and orphan exclusivity for the treatment of growth failure in children with severe primary IGF-1 deficiency, placing it in direct ompetition with Tercica’s (TRCA-$9.90, SELL)Increlex, which was approved in August 2005 The Office of Orphan Products Development decided iPlex was a different drug for purposes of granting orphan exclusivity Insmed has identified key sales personnel and is ready to expand its commercial operations for a mid-2006 launch Labeling advantages for iPlex, besides a once-daily dosing regimen, may include the lack of a requirement for a meal or snack 20 minutes to be given before or after each injection, as is the case with Increlex In speaking with pediatric endocrinologists, they indicate that iPlex’s dosing advantage alone renders this drug their exclusive choice for the initial indication of severe primary IGF-1 deficiency. We assume that iPlex and Increlex will face more formidable competition for children with idiopathic short stature, where we have modeled low penetration rates Preliminary injunction suits filed by Tercica will likely ensue with little consequence to Insmed, in our view We arrive at our new 12-month price target of $4.00 price by applying a 5.6 enterprise value-to-revenue multiple to our new 2008 iPlex sales estimate of $119 M, discounted two years at 25%, including fully diluted shares of 109.5 million, which assumes a financing in 2006 Risks to our thesis include a delayed launch for iPlex or faster-than-anticipated launch of Increlex.
  12. [verwijderd] 11 april 2006 15:57

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    quote:

    DoDD666 schreef:

    Reculer!

    E.
    Frans is frans als er frans op staat.
    DoD, wat ben je weer streng voor mij, een beta!!

    Psycho
    de schrik van menig docent, toen

  14. [verwijderd] 11 april 2006 16:14

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    ...Tekst bij CE-Unterberg's Coverage:

    CEUT note
    by: rstor1 (46/M/NY) 04/11/06 10:03 am
    Msg: 85522 of 85524

    Insmed, Inc. (INSM5,6,7,8,9 $1.69) - Buy

    Growing Potential – Initiating with Buy Rating

    Initiating coverage of Insmed with a Buy rating.

    Insmed’s lead product, IPLEX, was approved in December 2005, for the treatment of severe primary IGF deficiency. Though it has not launched yet, we expect launch to begin in 2Q:06. We believe it will soon lead the IGF-1 market over its competitor Tercica’s Increlex (which was launched in January 2006) given its favorable safety profile as well as added convenience. We believe the initial worldwide sales for IPLEX and Increlex growth hormone revenue may represent a combined opportunity of roughly $10-15MM in 2006 growing to $200MM in 2010.

    We highlight Insmed’s pursuit of an indication for HIV lipodystrophy. We estimate the number of patients with HIV lipodystrophy could be as high as 800,000. Insmed holds a key advantage over its competitors in that IPLEX can safely be used in the nearly 50% of HIV lipodystrophy patients who are insulin resistant. IPLEX would step easily into this role to fulfill the unmet need for these patients. Though this program is in the early stages and we would not expect to see an FDA filing until 2009, we would point to this as the key driver for the name as a long-term buy and hold story.

    We believe INSM’s shares are best suited for investors seeking private equity type returns with the stomach necessary to deal with nearer-term volatility as litigation matters are worked through. Furthermore, a longer-term time perspective permits investors to look past the somewhat limited initial market opportunity for IPLEX, and ahead to significantly larger potential market opportunities, including those beyond short stature.

    We arrive at our 12-month price target for INSM of $3.00 by averaging valuation ranges arrived at both under a multiple of revenue and multiple of earnings perspective. Our target represents potential upside of more than 75% to INSM’s current levels.

    Upcoming events for INSM include an Unfair Business Practices Judgement Hearing on April 15 and a Markman hearing on May 19. Historically, Markman hearings have been used to assess a judge’s bias in a particular patent case and to review procedural issues. In this case, the judge, Judge Claudia Wilkens, has not tried many patent cases. We note that this is more a formality for Insmed and would not assign it much weight as a catalyst.

    The major risk for Insmed stems from the patient litigation with Tercica and Genentech. In December 2004, Tercica and Genentech began to file a series of complaints against Insmed. A negative decision could have a major impact on Insmed as it could potentially eliminate its only commercialized product. However, we add that the risk of this outcome is not as likely as a monetary settlement. Additional risks for Insmed include the successful launch of IPLEX as well as the company’s inability to differentiate IPLEX from TRCA’s Increlex. There is also risk in the inability to successfully develop and commercialize other pipeline products. For greater discussion of risks, see the body of our report as well as the company’s reports filed with the SEC.

    Andrew Fein
    Equity Research -- Biotechnology

    'n Mooie dag!

    Geluk, F.
  15. [verwijderd] 11 april 2006 16:23

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    Hoebedoelu, chinese muren.

    Van Yahoo:
    Insmed Completes $46 Million Public Offering
    Wednesday March 15, 4:05 pm ET
    Underwriters Exercise In Full Option to Purchase Additional Shares

    "C.E. Unterberg, Towbin, LLC served as the co-manager."

    Ach, het is gewoon een corrupte bende.

    Go INNI Go!!

    PsyGo
    hoopt dat de stijging houdt
  18. [verwijderd] 11 april 2006 16:39

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    Willem,

    Dit blijft denk ik een beetje af en aan tot aan de patentzaak Markman hearing in mei of PRs in het kader van de andere trials of de conventions. Een van de risks die Unterberg schetst is namelijk het onderscheidend vermogen van Iplex tov Increlex. Als INSM dit in de a.s. conferenties goed voor het voetlicht weet te krijgen dan is dat risk al weer weg.

    E.
    Die erg blij is dat Unterberg aangeeft dat dit een aandeel is voor op de plank.
  19. [verwijderd] 11 april 2006 17:00

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    quote:

    DoDD666 schreef:

    Willem,

    Dit blijft denk ik een beetje af en aan tot aan de patentzaak Markman hearing in mei of PRs in het kader van de andere trials of de conventions. Een van de risks die Unterberg schetst is namelijk het onderscheidend vermogen van Iplex tov Increlex. Als INSM dit in de a.s. conferenties goed voor het voetlicht weet te krijgen dan is dat risk al weer weg.

    E.
    Die erg blij is dat Unterberg aangeeft dat dit een aandeel is voor op de plank.
    Dit betekend dat we niet bang hoeven te zijn dat die 23.000.000 snel op de markt komen.
  21. positivo73 11 april 2006 17:16

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    Het volume ligt op dit moment inderdaad te laag om de 1,80 te slopen, maar als we erdoorheen gaan dan kan het nog weleens hard gaan.
    m.v.g.Willem
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