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Alimera Sciences, Inc. (ALIM) Message Board

ilygod 1666 posts  |  Last Activity: Feb 8, 2016 6:49 PM Member since: Jan 29, 1999
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  • The data is quite convincing. The compound works. The study population in the recent PIII trial were folks who were the sickest of the sickest. In this population, a robust immune response can be the very cause of their demise. We see this in some AIDS patient who receive HAART therapy. Today's animal study further supports value for Brincidofovir.

  • Can any immunologist or infectious disease specialist comment on the strange events that can occur in the sickest of the sick patient population? The drugs seems very effective but the idea of GVHD...I haven't heard of any good explanation. I'm curious of the subset analysis that can be the basis for a future study.

  • Look. The movement here at this level is Shorts taking control of the overall Biotech weakness and squeezing BB out of their massive position. None of BB's Biotech bets have done nothing in the past 2 months but free fall. SGEN, BLCM, ACAD etc... ACAD should do well in the meeting. The safety profile is very clean.

  • The set up for ACAD will be something to look back to. Let's see who owns the 99% of the float. Who just bought up all of the secondary offering at $29? It appears to me that the price manipulation we are seeing is partly the exchange traded funds having to dump shares due to the recent market volatility. But, individual funds are adding. In the next month or so, I suspect JJ or BIIB buys out ACAD for their 2+ Billion dollar drug and for the pipeline that may make the buyer a company set for the next decade.

    We'll wake up one morning and see a buyout offer at $40+. That will make for a nice 2016. Baker Bros are banking on ACAD.

  • Hedge funds are readjusting their holding based on the abysmal rate of return for some of their biotech stocks. While they are unloading, someone is buying. When sufficient number of share are accumulated, then we will rise again. Recall, Redmile and others bought at 15-30% higher than where things are today.

  • Reply to

    Price movement

    by pdxdr48 Nov 18, 2015 8:24 PM
    ilygod ilygod Nov 18, 2015 8:47 PM Flag

    I agree. BVF and Redmile have positioned ARRY as their number 1 holding in the funds. Green has been buying like crazy from $4.5 to $5.95 He bought over 3 million shares since August. That's serious conviction. I think ARRY is the 4x waiting to happen in 2016.

  • Here's my take on the recent action for ARRY:
    Several prominent hedge funds have taken a sizable stake in ARRY. Many of these hedge funds got decimated in Sept-Nov period. The same ones held substantial concentration of shares in other high flying biotech's. Take Redmile for example, their top 4 holdings were ARRY, FOLD, VRX and CLVS. Needless to say, Redmile may have lost over 50% in the past three month. FMR LLC, Deerfield, BVF and Orbimed didn't fare too well either. I highly doubt they are dumping a

  • Redmile, BVF and Orbimed are all getting killed in the biotech space. I think we are seeing some capitulation and liquidation sales of a lot of promising companies. The accelerated sales at the end of the day is likely tied to many Hedge Funds facing margin call and having to liquidate.

    This affords opportunities for the rest of us. ARRY with 3 PIII trials, 2 of which will be paid for could make for an interesting buyout candidate. A larger bio-pharma could pick up ARRY on the cheap and if any of the PIII trials succeed, this would be a huge boon for their pipeline.

  • Monday should bode well for ARRY. We got pulled lower with all of the other biotechnology sector on Fri. Let's see some Hedge Funds add on Monday. Friday was our gift.

  • Someone thinks ARRY is undervalued. Recall they received 2 phase III drugs from Novartis and Novartis is paying for the trial. Patience.

  • Panic selling...tough day for many fund managers out there. Biotech and all health related stocks got crushed. SIEN will end the day 17+. Tomorrow, once reason prevails, the buy orders will flood it.

    Institution Name Portfolio
    Position New/Closed
    Position
    Filing Date
    Total Shares
    Total Value
    Change in Shares
    File
    ORBIMED ADVISORS LLC 45 - 2015-06-30 3,185,306 $80,365,000 -2

    Clarus Ventures LLC 1 - 2015-06-30 2,730,765 $68,897,000 0

    ABINGWORTH LLP 1 - 2015-06-30 2,199,012 $55,151,000 0

    VISIUM ASSET MANAGEMENT LP 26 - 2015-06-30 1,475,000 $37,214,000 0

    GOLDMAN SACHS GROUP INC/ 1346 - 2015-06-30 783,001 $19,755,000 -1

    TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERIC 42 - 2015-06-30 624,200 $15,749,000 -6,548

    FMR LLC 1938 - 2015-06-30 430,000 $10,849,000 -90,000

    MORGAN STANLEY 2148 - 2015-06-30 360,559 $9,096,000 -35,638

    SCHRODER INVESTMENT MANAGEMENT GROUP 656 - 2015-06-30 372,890 $9,069,000 -9,010

    LORD ABBETT & CO LLC 654 - 2015-06-30 285,257 $7,197,000 36,831

    NEXT CENTURY GROWTH INVESTORS LLC 142 - 2015-06-30 226,700 $5,719,000 34,959

    PURA VIDA INVESTMENTS LLC 5 - 2015-06-30 241,402 $5,613,000 -31,698

    VANGUARD GROUP INC 3009 - 2015-06-30 202,735 $5,115,000 5,170

    WALL STREET ASSOCIATES 77 - 2015-06-30 188,400 $4,753,000 0

    BLACKROCK FUND ADVISORS 2974 - 2015-06-30 176,395 $4,450,000 16,584

    FEDERATED INVESTORS INC /PA/ 655 - 2015-06-30 171,300 $4,322,000 0

    CONSONANCE CAPITAL MANAGEMENT LP 23 *New 2015-06-30 132,135 $3,334,000 132,135

    PUTNAM INVESTMENTS LLC 932 - 2015-06-30 93,187 $2,351,000 -5,716

    MILLENNIUM MANAGEMENT LLC 1682 - 2015-06-30 88,657 $2,237,000 5,643

    BAMCO INC /NY/ 299 - 2015-06-30 80,500 $2,031,000 0

    STATE STREET CORP 2991 - 2015-06-30 66,293 $1,672,000 12,258

    EUDAIMONIA ASSET MANAGEMENT LLC 215 - 2015-06-30 64,548 $1,629,000 -323

    NORTHERN TRUST CORP 3220 - 2015-06-30 54,356 $1,372,000 632

    BLAIR WILLIAM & CO/IL 805 - 2015-06-30 53,847 $1,358,000 13,011

    UBS OCONNOR LLC 354 - 2015-06-30 43,129 $1,088,000 -25,271

    BLACKROCK INSTITUTIONAL TRUST COMPANY 3322 - 2015-06-30 42,590 $1,075,000 -7,113

    DRILL CRAIG A 10 - 2015-06-30 39,700 $1,002,000 -12,800

    GEODE CAPITAL MANAGEMENT LLC 2897 - 2015-06-30 35,332 $891,000 3,487

    BLACKROCK INVESTMENT MANAGEMENT LLC 3041 - 2015-06-30 24,337 $614,000 6,843

    BANK OF NEW YORK MELLON CORP 3536 - 2015-06-30 19,882 $501,000 4,615

    TIAA CREF INVESTMENT MANAGEMENT LLC 2960 - 2015-06-30 19,829 $500,000 -6,075

    J P MORGAN CHASE & CO 2906 - 2015-06-30 17,600 $444,000 17,600

    PARAMETRIC PORTFOLIO ASSOCIATES 3333 - 2015-06-30 15,181 $383,000 -97

    CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2832 - 2015-06-30 12,255 $309,000 1,555

    SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2905 - 2015-06-30 11,000 $278,000 0

    BLACKROCK GROUP LTD 2439 - 2015-06-30 10,893 $275,000 0

    KOPP INVESTMENT ADVISORS LLC 60 *New 2015-06-30 10,615 $268,000 10,615

    TEACHERS ADVISORS INC 2904 - 2015-06-30 10,162 $256,000 3,069

    NATIONWIDE FUND ADVISORS 2646 - 2015-06-30 9,122 $230,000 4,857

    NEW YORK STATE COMMON RETIREMENT FUND 2978 *New 2015-06-30 6,697 $169,000 6,697

    WELLS FARGO & CO/MN 4690 - 2015-06-30 4,040 $102,000 3,743

    AMERICAN INTERNATIONAL GROUP INC 3648 - 2015-06-30 3,932 $99,000 317

    BLACKROCK ADVISORS LLC 3134 - 2015-06-30 3,611 $91,000 904

    DEUTSCHE BANK AG 4048 - 2015-06-30 1,613 $40,000 1,611

    BANK OF AMERICA CORP /DE/ 4977 - 2015-06-30 1,223 $31,000 203

    HANSON MCCLAIN, INC. 316 - 2015-06-30 680 $17,000 0

    BNP PARIBAS ARBITRAGE SA 2942 - 2015-06-30 559 $14,000 428

    ROYAL BANK OF CANADA 5207 - 2015-06-30 429 $11,000 429

    THOMPSON DAVIS & CO. INC. 864 *New 2015-06-30 250 $6,000 250

    WFG ADVISORS, LP 1335 *New 2015-06-30 200 $5,000 200

    UBS Group AG 6031 - 2015-06-30 200 $5,000 0

    INVESCO LTD 4012 *New 2015-06-30 214 $5,000 214

    BARCLAYS PLC 3718 - 2015-06-30 128 $3,000 -45

    CITIGROUP INC 4965 - 2015-06-30 87 $2,000 -259

    STRS OHIO 1872 *Closed 2015-06-30 0 $0 0

    PANAGORA ASSET MANAGEMENT INC 2472 *Closed 2015-06-30 0 $0 -91,221

    56 Records found
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  • Page 1 of 2

    Institution Name Portfolio
    Position New/Closed
    Position
    Filing Date
    Total Shares
    Total Value
    Change in Shares
    File
    FMR LLC 896 - 2015-06-30 18,496,391 $133,359,000 -45,100

    REDMILE GROUP LLC 1 - 2015-06-30 13,623,620 $98,226,000 498,026

    ORBIMED ADVISORS LLC 47 - 2015-06-30 10,060,500 $72,536,000 828,190

    DEERFIELD MANAGEMENT CO /NY 4 - 2015-06-30 9,529,361 $68,707,000 -2,305,234

    BVF INC/IL 1 - 2015-06-30 9,169,276 $66,110,000 -236,541

    PRICE T ROWE ASSOCIATES INC /MD/ 822 - 2015-06-30 7,275,200 $52,454,000 -332,900

    VANGUARD GROUP INC 1994 - 2015-06-30 6,314,257 $45,525,000 1,482,167

    STATE STREET CORP 1352 - 2015-06-30 5,653,077 $40,757,000 781,466

    BAKER BROS ADVISORS LLC 24 - 2015-06-30 5,482,505 $39,529,000 -176,250

    BLACKROCK FUND ADVISORS 1719 - 2015-06-30 5,169,481 $37,272,000 -465,816

    BLACKROCK INSTITUTIONAL TRUST COMPANY 1692 - 2015-06-30 3,858,334 $27,819,000 -192,958

    PINNACLE ASSOCIATES LTD 55 - 2015-06-30 3,820,053 $27,543,000 -126,430

    TIMESSQUARE CAPITAL MANAGEMENT LLC 197 - 2015-06-30 3,785,095 $27,291,000 -21,655

    ARTAL GROUP S.A. 11 - 2015-06-30 3,710,000 $26,749,000 0

    INVESCO LTD 1297 - 2015-06-30 1,930,539 $13,919,000 117,330

    MILLENNIUM MANAGEMENT LLC 844

  • VDSI will be on the block for a buyout. Likely that the price is being driving lower so that it can be taken out at a premium. Growth stock in cybersecurity...that's a good place to be.

  • JUNO has been under attack. Prices down, market has been brutal to many biotech's. Today is Margin Selling pressures. Once shorts start to move on, we'll be back around $36

  • Banking security stock...profitable and growing. 50% short interest but decreasing. Hedge funds who were long on VDSI from 30's is underwater. But, what if you were a large company looking to grow your company? VDSI is dirt cheap. Shorts will find themselves waking up to a buyout offer and having to cover at $25-30.

  • The shorts have played the game well. If a couple of more hedge funds jump in, AARY could fly to $10 within no time. PT is well north of $10. I'd say $15 by 2016.

  • Shorts rising. Float shrinking. Median PT is 2.6x current price. Multiple catalyst for 2015-2016. One suitor is all it will take to wipe out all shorts.

  • GSK almost owns 32million shares; Baupost owns 21million shares; Iridian owns 12million shares...these guys are masters of M &A. One day THRX will be bought out for $24+

  • MorningNotes® SPO Notes
    DEAL PRICED Epizyme, Inc. SPO (EPZM:Nasdaq)
    Wednesday 03/18/2015 8:21 AM ET - MorningNotes
    6,000,000 shares @ $20.75, last sale $21.13. Up-sized from 4,750,000 shares. Managers: Leerink Swann, Cowen & Company, RBC Capital Markets
    CHATTER Epizyme, Inc. SPO (EPZM:Nasdaq)
    Tuesday 03/17/2015 2:30 PM ET - MorningNotes
    4,750,000 shares @ $22.07 Managers: Leerink Swann, Cowen & Company, RBC Capital Markets We hear demand is strong and like the pull back today. We have increased our rating to reflect this.

ALIM
2.07-0.04(-1.90%)Feb 10 4:00 PMEST