FMR LLC 12/31/2013 12,104,278 3,891,543 47.38 27,961
BROADFIN CAPITAL, LLC 12/31/2013 8,066,000 5,900,000 272.39 18,632
DAFNA CAPITAL MANAGEMENT LLC 12/31/2013 5,698,739 3,673,093 181.33 13,164
BAKER BROS. ADVISORS LP 12/31/2013 3,718,617 2,200,000 144.87 8,590
This was just listed with Clinical Trials:
ClinicalTrials.gov Identifier: NCT02074059
Study Title: Trial to Assess the Safety and Tolerability of Lucinactant for Inhalation in Premature Neonates
First Received: February 25, 2014
Last Updated: February 27, 2014
Estimated Enrollment: 36
Study Start Date: February 2014
Estimated Study Completion Date: August 2014
Estimated Primary Completion Date: June 2014 (Final data collection date for primary outcome measure)
Great presentation, but not much news made yesterday. So I figured we'd see a pull back, but that didn't happen. That speaks volumes about the strength of Idera. Glad I'm still holding my shares as we begin the next leg up towards $10. GLTA, gonna be a great year for IDRA.
$7.68 next stop?
Humira, a treatment for rheumatoid arthritis, psoriasis, Crohn's disease and other conditions, is the world's top-selling prescription drug. Sales have risen steadily since it was introduced in 2002.
The Best Selling Drugs of All Time; Humira Joins The Elite
Comment Now Follow Comments
When Abbott announced its full-year results last week, its anti-TNF inhibitor product Humira delivered a stronger-than-expected 23.1 percent year-on-year increase in Q4 sales (recorded at $2.7 billion). Annual sales for 2012 stood at $9.3 billion, cementing the status of Humira as one of the biggest selling products of all time.
Measured in terms of peak annual sales, Humira revenues in 2012 were marginally below the combined sales of Plavix recorded by Bristol-Myers Squibb and Sanofi in 2011. However, while Plavix revenues are now undergoing a dramatic decline following US patent expiry last year, Humira continues to act as a key growth product for Abbott/AbbVie, and is expected to do so for some time.
Based on an annualised Q4 2012 performance, Humira sales would stand at $10.7 billion; thus full-year revenues for 2013 can be expected to easily outstrip those of Plavix and move closer to the peak $13.7 billion figure set by Pfizer‘s Lipitor.
Reading the filing.
Besides Baker Bros, the other 2 13F filings to watch for are Orbimed and/or FMR. If either of those added shares you'll want to quickly add as many shares as you can before word spreads. I check the filings multiple times each day. As of this evening Vanguard opened a new position over a million shares of IDRA. Everything else - bashers, share price, etc. is just noise right now. Keep your eye on the prize - $100 by years end.
As the title says.
Sort of. I was really trying to understand their motivation (besides making money). At a science level they must see something the general public does not. Perhaps TLR Antagonists are the next frontier in treating auto-immune disorders? Idera is certainly further along than any other company in this area. Or is it their gene silencing technology that Baker Bros like. The CEO did mention that the most recent round of funding will help drive research in GS.
Just posted to Edgar. Pillar converted 1,124,260 shares of Series D Convertible Preferred Stock into 6,266,175 shares of IDRA Common Stock. That's a pretty big vote of confidence from insiders.
You think they are in it to day trade or do they know something the rest of us don't?
Seems like a reasonable question to ask yourself before buying or selling IDRA shares.
Excellent thread guys. Baker Bros is a huge factor here, but I think those two execs they brought on from Genzyme really tell you where Idera is headed. I think $40-50 a share by the end of this year is achievable.
Outstanding find. Thanks. So do we have reason to believe that this genetic mutation has an excellent response rate to 8400? I love how these guys are zeroing in on very specific subclass of disease. Best way of ensuring trial success.
Perhaps we get details on Monday. Interesting how they slipped this into the prospectus for this offering - the same offering which Baker Bros accumulated. Hmm.