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Insmed, in de gaten houden

20.047 Posts
Pagina: «« 1 ... 237 238 239 240 241 ... 1003 »» | Laatste | Omlaag ↓
  1. [verwijderd] 10 februari 2006 15:48
    quote:

    sethonno schreef:

    rt 2.48
    Wat is er aan de hand met onze concurrent Tercica Inc. -6% en nu al een volume 3 zo hoog als de laaste dagen? Hebben ze het licht gezien en stappen ze nu over naar Insmed??? LOL
  2. [verwijderd] 10 februari 2006 15:59
    Dit is een MUST read! Echt even lezen!

    Another good post...Iplex Vs Increlex
    by: zip512003
    Long-Term Sentiment: Strong Buy 02/10/06 09:20 am
    Msg: 65792 of 65810

    Recommend this Post - This post has 25 recommendations Ignore this User | Report Abuse
    Re: Please give me a rationale argument
    by: rfoable1 12/27/05 11:20 pm
    Msg: 1478 of 1546

    rondon,
    iPlex: 31% mild hypoglycemic episodes, 2 of which were "symptomatic" (but not severe) requiring intervention VS
    Increlex: 42% mild to moderate hypo episodes, 5 of which were "severe (requiring assistance and treatment)" and 4 involving "seizures and loss of consciousness"
    Mild vs moderate are medically very significant differences. It's the compound effect of frequency x severity that physicians pay attention to. "Seizures/loss of consciousness" is a big time red flag. Pediatric endocrinologists will not read those 2 product profiles as "comparable".
    1x injection per day vs 2x injection per day is also a huge issue, especially for a home administration drug.
    Ask any pharmaceutical marketing or sales professional whether if they would like to sell a 2x per day drug with even a small probability of seizures/loss of consciousness against a 1x per day drug with zero reports of same.
    As to diet, Increlex administration is required by the pkg insert to be injected in association within 20 minutes of a meal to avoid hypo episodes. If each of the 2 injections cannot be made within 20 minutes of a snack or meal, the pkg insert says the drug should be "withheld".
    iPlex pkg insert simply states that "regular, balanced diet" should be maintained during treatment, and the single daily injection should be withheld if the patient cannot/will not eat or if they completely skip a meal. In other words, as long as they are eating reasonably normally, they can receive the drug anytime in the day - although it should be around the same time each day.
    I would not want to be a parent trying to carefully time the eating of my 10 year old kid at two different times per day!
    The only disadvantage for iPlex is they have to keep the drug in their freezer until 45 minutes before the single injection. Quite manageable issue since you can easily figure out 1 time per day to take the vial out of the freezer.
    Pediatric endocrinologists are not going to want to work through the phone calls of pharmacists and Increlex patients' parents who are going nuts trying to keep the kids on a tight 2x daily meal + injection schedule or, god forbid, deal with one single panic call from an emergency room or kid's parents that are facing a seizure or loss of consciousness.
    Really, to be objective, these are not very comparable drugs. I'm not saying Increlex will not have some market share and help kids. But Insmed sales reps will have a dream job. Even if it takes a year or two of competition, over time iPlex is going to look like a superior medication.
    imho

  3. [verwijderd] 10 februari 2006 16:11
    Prachtig bericht, mooie vergelijking van de producten. Wat trouwens nu niet meer klopt is dat de som van de koersen van TRCA en INSM tegenwoordig veel te laag is, en de kans dat INSM dat verschil op haar naam gaat schrijven is meer dan groot. Stijging komt eraan tegen eind Feb, B/Maart naar de cijfers toe.

    quote:

    stockpikker schreef:

    Dit is een MUST read! Echt even lezen!

    Another good post...Iplex Vs Increlex
    by: zip512003
    Long-Term Sentiment: Strong Buy 02/10/06 09:20 am
    Msg: 65792 of 65810

    Recommend this Post - This post has 25 recommendations Ignore this User | Report Abuse
    Re: Please give me a rationale argument
    by: rfoable1 12/27/05 11:20 pm
    Msg: 1478 of 1546

    rondon,
    iPlex: 31% mild hypoglycemic episodes, 2 of which were "symptomatic" (but not severe) requiring intervention VS
    Increlex: 42% mild to moderate hypo episodes, 5 of which were "severe (requiring assistance and treatment)" and 4 involving "seizures and loss of consciousness"
    Mild vs moderate are medically very significant differences. It's the compound effect of frequency x severity that physicians pay attention to. "Seizures/loss of consciousness" is a big time red flag. Pediatric endocrinologists will not read those 2 product profiles as "comparable".
    1x injection per day vs 2x injection per day is also a huge issue, especially for a home administration drug.
    Ask any pharmaceutical marketing or sales professional whether if they would like to sell a 2x per day drug with even a small probability of seizures/loss of consciousness against a 1x per day drug with zero reports of same.
    As to diet, Increlex administration is required by the pkg insert to be injected in association within 20 minutes of a meal to avoid hypo episodes. If each of the 2 injections cannot be made within 20 minutes of a snack or meal, the pkg insert says the drug should be "withheld".
    iPlex pkg insert simply states that "regular, balanced diet" should be maintained during treatment, and the single daily injection should be withheld if the patient cannot/will not eat or if they completely skip a meal. In other words, as long as they are eating reasonably normally, they can receive the drug anytime in the day - although it should be around the same time each day.
    I would not want to be a parent trying to carefully time the eating of my 10 year old kid at two different times per day!
    The only disadvantage for iPlex is they have to keep the drug in their freezer until 45 minutes before the single injection. Quite manageable issue since you can easily figure out 1 time per day to take the vial out of the freezer.
    Pediatric endocrinologists are not going to want to work through the phone calls of pharmacists and Increlex patients' parents who are going nuts trying to keep the kids on a tight 2x daily meal + injection schedule or, god forbid, deal with one single panic call from an emergency room or kid's parents that are facing a seizure or loss of consciousness.
    Really, to be objective, these are not very comparable drugs. I'm not saying Increlex will not have some market share and help kids. But Insmed sales reps will have a dream job. Even if it takes a year or two of competition, over time iPlex is going to look like a superior medication.
    imho


  4. positivo73 10 februari 2006 16:36
    Kom maar op met die stijging, ik heb net weer een klein plukje gekocht. Eerst even tegen de 2,48-2,50 aanstoten en dan er met een knal eroverheen.
    m.v.g.Willem
  5. [verwijderd] 10 februari 2006 16:41
    quote:

    GTCBeliever schreef:

    Kom maar op met die stijging, ik heb net weer een klein plukje gekocht. Eerst even tegen de 2,48-2,50 aanstoten en dan er met een knal eroverheen.
    m.v.g.Willem
    haast en spoed is zelden goed!
  6. bali bob 10 februari 2006 16:43
    quote:

    ymuiden61 schreef:

    Mooi bericht ,we gaan nu zeker omhoog
    Als we omhoog gaan dan iig niet op basis van dit bericht, is het re-posten van een oud bericht
  7. positivo73 10 februari 2006 16:49
    quote:

    SkySpam1 schreef:

    [quote=GTCBeliever]
    Kom maar op met die stijging, ik heb net weer een klein plukje gekocht. Eerst even tegen de 2,48-2,50 aanstoten en dan er met een knal eroverheen.
    m.v.g.Willem
    [/quote]

    haast en spoed is zelden goed!
    wel leuk :-))))
  8. [verwijderd] 10 februari 2006 17:10
    OPROEP AAN IEDEREEN: aub het aantal berichten beperken; graag GEEN losse kreten meer. Ik lees me hier altijd kapot; ben je uurtje of zo niet hier geweest heb je weer 20 pagina's te lezen :-(
  9. [verwijderd] 10 februari 2006 17:15
    quote:

    stockpikker schreef:

    Zo een grote dump ineens... vreemd hoor
    wat hebben we nodig?
    nog een 8-K Current Report met de vermelding dat
    alle C & W's eruit zijn (kan toch niet lang meer duren)
    en zijn we sowieso verlost van die grote dumps

  10. bali bob 10 februari 2006 17:36
    quote:

    PaulBE schreef:

    OPROEP AAN IEDEREEN: aub het aantal berichten beperken; graag GEEN losse kreten meer. Ik lees me hier altijd kapot; ben je uurtje of zo niet hier geweest heb je weer 20 pagina's te lezen :-(
    20 pagina's?
    ff bovenaan de pagina aantal posts op 100 zetten

    en een scrollwieltje gebruiken, dat scheelt al behoorlijk denk ik...

    groet BT
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