Seeking Alpha

Insmed Inc. (INSM)

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Comments on INSM

  • Value Stock Screen: Potential Activist Targets [View instapost]
    Breaking out with a new BUY signal
    Dec 21 12:29 pm |
    Rating: 0 0
  • Insmed Still Looks Very Undervalued [View article]
    More accurately, Insmed sold their old small production facility and the biogenerics expertise they had build in only two years to merck... More »
    Comment by RTN
    Dec 1 06:26 am |
    Rating: 0 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    Well the comments are there since they have no sales other than expanded acces program in italy worth about 10-12 million dollar per... More »
    Comment by RTN
    Nov 30 11:23 am |
    Rating: 0 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    hi rtn, please note that i did not value iplex at 0. my point is that the cash balance does not constitute a margin of safety, since... More »
    Comment by Saj Karsan
    Nov 29 18:04 pm |
    Rating: 0 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    As for NON value stock play coming week , TA swing plays. CAEI was good entry last wednesday when it bounced from .90 to 1$. For... More »
    Comment by RTN
    Nov 29 10:14 am |
    Rating: 0 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    I am sure you are , the problem is not negativity as such. Criticism is allways welcomed and good to balance one's own arguments if one... More »
    Comment by RTN
    Nov 29 10:10 am |
    Rating: 0 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    Hi guys, thanks for your comments. I have added some thoughts here: http://www.barelkarsan.com/2009/11/taking-it-personally.html
    Comment by Saj Karsan
    Nov 27 15:27 pm |
    Rating: +1 0
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    Apoptotic properties of the binding protein IGFBP3 are abundant in reports and easy to find on pubmed etc as well. Since it has a... More »
    Comment by RTN
    Nov 26 16:45 pm |
    Rating: 0 -1
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    That is why Jae Jun has more followers than you on seeking alpha. He gets his facts straight and is not at work for others. Sloppy is... More »
    Comment by RTN
    Nov 26 16:35 pm |
    Rating: 0 -1
  • Value Investors Know Insmed's Cash Wealth Offers No Margin of Safety [View article]
    Hi, Your article is full of mistakes and you should study more carefully the product IPLEX which you value at zero. IPLEX works for... More »
    Comment by Riad
    Nov 26 07:43 am |
    Rating: +1 -1
  • Insmed Still Looks Very Undervalued [View article]
    In 2008, INSM sold their assets to Merck for $130m. That raised the book value.
    Comment by Jae Jun
    Nov 23 23:28 pm |
    Rating: +1 -1
  • Insmed Still Looks Very Undervalued [View article]
    Why did book value increase after 2008 by a large margin? Book value was negitive according to YAHOO at the end of 2008, now it's... More »
    Comment by J Stew
    Nov 23 17:35 pm |
    Rating: 0 0
  • Insmed Still Looks Very Undervalued [View article]
    I must admit that they have been doing a good job though. The more liabilities they can reduce liabilities as well as maintain or... More »
    Comment by Jae Jun
    Nov 14 22:14 pm |
    Rating: +1 -1
  • Insmed Still Looks Very Undervalued [View article]
    The new Chair is an experienced, successful medical businessman. With the cash he will find a way to increase shareholder value... More »
    Comment by Willgil
    Nov 14 12:28 pm |
    Rating: 0 0
  • Insmed Still Looks Very Undervalued [View article]
    It seems like you didn't read the article On Nov 10 10:40 AM User 504990 wrote: > When I looked at INSMED a while back, it was set... More »
    Comment by Jae Jun
    Nov 10 19:45 pm |
    Rating: +1 -2