3SOF

INSM is bouncing nicely after hitting a brick wall resistance at $2.12.

I expect that INSM will start moving up strongly starting tomorrow.

The great ELN news will fuel a biotec rally tomorrow. Plus, the GOOG blues will be over tomorrow. The Nasdaq is oversold and it will bounce hard this week.

calm....

we're waiting ...

Have a good day..

Bought in this morning at 2.21 (as per post on 1,000,000 board). Lots of people in my trading group are in this at 2.2 as well... This will bounce in the next few days imo.

glta
g

I agree. I see $2.4++ easily next week. Once it gains momentum this time INSM will be unstoppable IMO with most of the negativity far behind now.

INSM is making noise in the cancer therapy sector:

Antibodies Are The First Wave Of IGF-1R Antagonists For Cancer Therapy

Main Category: Cancer/Oncology News
Article Date: 07 Mar 2006 - 0:00am (UK)

BARCELONA, Spain - The Business Intelligence firm La Merie S.L. reported today that antibodies are at the forefront of novel cancer therapeutics targeting the insulin-like growth factor-1 receptor (IGF-1R). Pfizer is leading the field with the fully human IgG2 antibody CP-751,871 under investigation for multiple myeloma and advanced non-small cell lung cancer. Five other companies are closely following with antibody projects. Only six companies are currently visible with small molecule inhibitors targeting the IGF-1R tyrosine kinase which are not always selective for IGF-1R. INSM-18 from Insmed and the University of California San Francisco is a dual inhibitor of IGF-1R and Her2/neu and is the only clinical stage IGF-1R small molecule antagonist (phase I/II in prostate cancer). These results and more were found in a search conducted by La Merie Business Intelligence published in the March 6 issue of R&D Pipeline News, edited by La Merie. The competitor analysis of CB1 antagonists can be acquired at www.pipelinereview.com, La Merie's News Center and Online Store.

IGF-1R

Although the IGF-1 receptor was first cloned in 1986, it was the success of targeted drugs such as trastuzumab and imatinib that tyrosine kinase inhibitors and growth factor receptor blockers became hot targets. Now companies are aggressively pursuing compounds that target IGF-1R. Other reasons for the long delay in bringing compounds against IGF-1R into the clinic may be: 1) the fear that blocking IGF-1R in cancer therapy would also block the insulin receptor and signaling (70 % homology with IGF-1R) and, thus might be diabetogenic; and 2) the expression of IGF-1R in normal tissue throughout the body. Aventis selected an antibody which does not bind to the closely related insulin receptor. However, preclinical data indicate a limited spectrum of tumor cell lines against which the antibody was effective.

While antibodies are exquisitely selective inhibitors of the IGF-1R function by inducing rapid internalization and down regulation of the receptor, small molecule tyrosine kinase inhibitors suffer from a lack of selectivity because of binding to a well conserved site. In fact, several of the IGF-1R tyrosine kinase inhibitors in development are dual inhibitors, and in general do not lead to internalization and downregulation. Nevertheless, small molecule IGF-1R inhibitors offer the advantage of the ability to control the duration of drug exposure in contrast to long-acting antibodies.

Apart from antibodies and small molecules, there are individual approaches using peptides, proteins or antisense oligonucleotides to antagonize IGF-1R. The latter one has been evaluated as a topical cream to treat patients with psoriasis, but needs further dose optimization.

About R&D Pipeline News

R&D Pipeline News is a premier information source about research and development projects in the pipeline of the biopharmaceutical industry. The periodical is directed to all stakeholders in R&D. The weekly publication comes in a rapid- and easy-to-screen tabular format and provides access to the original information source via hyperlinks. R&D Pipeline News covers all relevant treatment modalities and is directly delivered to the desktop via e-mail. More information about the journal, a free trial and subscriptions are available via La Merie's Business Intelligence Center www.pipelinereview.com.

About Pipeline Review.com

PipelineReview.com is the News Center and Online Store of La Merie Business Intelligence focused on R&D in the Biopharmaceutical Industry. Visitors of PipelineReview.com will find R&D relevant press releases and can receive selected R&D news from one or more of the site's News Channels. A free R&D Newsletter conveniently brings via e-mail a daily selection of the most interesting news from biopharmaceutical R&D. For more information visit www.pipelinereview.com.

About La Merie

La Merie S.L. is a Business Intelligence enterprise fully dedicated to provide high quality R&D information to the biopharmaceutical industry. La Merie offers individual consultancy services and publishes reports and periodicals. For more information visit http://www.lamerie.com

http://www.medicalnewstoday.com/medicalnews.php?newsid=38971&nfid=rssfeeds

This is great!

On March 7, the Business Intelligence firm La Merie S.L. reported that antibodies are at the forefront of novel cancer therapeutics targeting the insulin-like growth factor-1 receptor (IGF-1R).

The report states that INSM along with giant Pfizer are among the leaders in this promising oncology research area. INSM-18 is a dual inhibitor of IGF-1R and Her2/neu and is the only clinical stage IGF-1R small molecule antagonist (phase I/II in prostate cancer).

http://www.pr.com/press-release/7579

Where are we going now??...have we finaly touched the bottom...


I'm expecting a rebound this week...

Cheers,
-Doyle-

LAZA (Lazard..the underwriter) is providing strong support today. Every time the shorts push the pps down, LAZA shows up with a huge bid.

The street seems to have liked the fact that INSM netted about $5M more than it was originally estimated. We'll see if that continues tomorrow.

News out....
Are we going to run now ?? (!)


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


RICHMOND, Va.--(BUSINESS WIRE)--March 15, 2006--Insmed Incorporated (NASDAQ:INSM - News) today announced that the underwriters of its previously announced public offering, have exercised in full the option to purchase an additional 3,000,000 shares of Insmed's common stock. The offering of 23,000,000 shares of common stock, including the over-allotment shares, closed on March 15, 2006. All of the shares in the offering were sold by Insmed.
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Insmed received net proceeds of approximately $42.8 million from the offering which it plans to use for working capital and for other general corporate purposes, including the continuing commercial launch and manufacturing of IPLEX, the pursuit of marketing authorization for IPLEX in Europe and clinical studies.



-Cheers-
Doyle

With most os the negativity behind, INSM is starting to move. I believe we are on a path to new 52-week highs with all the great stuff coming up in the next three months......

EMEA application, clinical trial updates, iPlex launch...etc.

INSM is inching up a few cents a day. Great entry point. It has not REALLY started to move up yet. But when it does, it will do a GNBT....and will be able to support higher prices.

Those buying GNBT today will become major bagholders. The company will start human trials in late 2006. By the time they develop something the bird flu hype will be long gone....just like SARS.

The scary thing is that GNBT lost $14.4M last quarter and only have $15 in cash left. What do you think it's going to happen??...Another stock sale.....and I don't think anyone would offer more than $2 for those shares. I'd be very careful with GNBT.

INSM has survived a rush of negative publicity lately just for being professional and for providing maximum transparency.

For instance, the announcement yesterday, that there was a "going concern" clause in the last 10-Q, and that it has been quickly addressed by obtaining $42.8M recently, is something that most biotecs don't do. Take GNBT, for instance, if you read their 10-Q, they have the "going concern" clause in every quarter. But they never release that information to the public. They never even release formal earnings PR's. Heck, most biotecs have similar clauses on their 10-Q/K's and never disclose that.

Now you know what happened yesterday, most of the over-reaction was caused by the criminal AP article that did not mentioned a word that INSM already addressed the issue. INSM has been penalized for being up and up with everything.... good or bad.

FYI, INSM has one of the highest Corporate Governance Quotient (CGQ) in the industry. As of March 1, 2006 INSM's CGQ was better than 95.7% of CGQ Universe companies and 86.7% of Pharmaceuticals & Biotechnology companies. As a comparison, GNBT's is the lowest (in the low teens).

I can sleep at night holding a bunch of INSM shares because management is doing the right things for the long-term appreciation of my investment in this company.


- INSM WILL LAUNCH IPLEX, ITS FIRST FDA-APPROVED DRUG, IN 2Q 2006.

- Also in June 2006, INSM will present results of Phase 2 using iPlex to treat Severe Insulin Resistance (of of many new applications of iPlex). This is a multi-billion dollar market

- INSM HAS a STRONG BALANCE SHEET....$61M IN CASH. No further dilution this year. Will start generating revenues in 2Q 2006.

- RICH DRUG PIPELINE ADDRESSING AILIMENTS FROM CANCER, TO INSULIN RESISTANCE, TO MUSCULAR DISTHROPHY, TO MUSCLE/BONE WEAKNESS, TO HIV......etc...etc....


++++++++++INSM will use its cash to:+++++++++

*** Accelerate the comercial launch and manufacturing of iPlex, its first drug approved by the FDA. The company plans to launch iPlex during 2Q 2006.

*** Continue pursuing the marketing authorization for IPLEX in Europe. The company will submit a formal application to the EMEA (the European equivalent of the FDA) any day now.

*** Continue clinical studies of the various drug candidates like iPlex for Severe Insulin Resistance, iPlex for Miotonic Muscular Dystrophy, small antibody molecule INSM-18 currently in Phases I/II to combat prostrate cancer, and several other drugs.

The following are a few highlights related to INSM's HUGE drug pipeline

** On March 7, the Business Intelligence firm La Merie S.L. reported that antibodies are at the forefront of novel cancer therapeutics targeting the insulin-like growth factor-1 receptor (IGF-1R).The report states that INSM along with giant Pfizer are among the leaders in this promising oncology research area. INSM-18 is a dual inhibitor of IGF-1R and Her2/neu and is the only clinical stage IGF-1R small molecule antagonist (phase I/II in prostate cancer).

http://www.pr.com/press-release/7579

** INSM recently initiated Phase 2 Clinical Trials of iPlex for the treatment of Myotonic Muscular Dystrophy (MMD), the most common form of adult muscular dystrophy:

http://biz.yahoo.com/bw/060104/20060104005653.html?.v=1


......MARCH 2, 2006 BUSINESS UPDATE.

Immediate Company Focus: Three major areas:

iPlex Comercialization

iPLex Manufacturing

Pipeline Clinical Develoment

DETAILS BELOW:


http://insmtotewnty.blogspot.com/


DO YOUR DD

INSM TO BE HONORED ON APRIL 24:


NORD Honors Companies and Individuals at 2006 Tribute Banquet


Representatives of patient organizations, the research community, government agencies, and health-related industries will gather to honor outstanding contributions to the development of treatments for rare diseases at the 2006 NORD Tribute Banquet on Monday, April 24, in Washington, DC.

Each year, NORD honors individuals and companies for milestones in the development of diagnostics and treatments for rare diseases. In addition, NORD honors government officials who have played key roles during the year in improving the lives of people affected by rare diseases.

This year, the NORD Banquet will include a special tribute to the U.S. Food and Drug Administration (FDA) in honor of its 100th anniversary. The FDA and its staff play a crucial role in determining the safety and effectiveness of new drugs, biologics, and medical devices for rare disorders.

The Tribute Banquet will be held at the Capital Hilton Hotel in Washington, DC. For further information about reservations, contact Donna Bolton at NORD (203 744-0100 or [email protected]) or download forms from this Web site.

Honorees for 2006 are:

The U.S. Food and Drug Administration, in honor of its 100th anniversary


The Biotechnology Industry Organization (BIO): (To be represented by James C. Greenwood, President & CEO)


The Pharmaceutical Research and Manufacturers of America (PhRMA): (To be represented by Billy Tauzin, President)


The Generic Pharmaceutical Association (GPhA): (To be represented by Kathleen Jaeger, President)


John J. McCormick, MD, Deputy Director, Office of Orphan Products Development, U.S. Food and Drug Administration


BioMarin Pharmaceutical Inc., for the development of Naglazyme, a treatment for Maroteaux-Lamy disease (MPS type VI)


Celgene Corporation, for the development of Revlimid, a treatment for myelodysplastic syndrome


Insmed, Inc., for the development of IPLEX, and Tercica, Inc., for the development of Increlex, two new treatments for the treatment of severe primary IGF-1 deficiency (e.g., Laron dwarfism)


Novartis Pharmaceuticals, for the development of EXJADE, a new oral treatment for chronic iron overload due to blood transfusions

http://www.rarediseases.org/briefs/2006_trib_banq_hnrs

--> 'time to UP !

Very very soon...they'll launch their product..then...--> $$$$$

2$ is cheap !...in a near future( I hope really )...we will see 4$ (a Minimum...)

Good price..

See ya later

'Doyle