InsidersTradesSigma
Follow the CymaBay Therapeutics, Inc. share price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the oversight of SEC (Form 4). Operating in the Healthcare & Pharma sector, CymaBay Therapeutics, Inc. has logged 51 public disclosures. The latest transaction was reported on 22 March 2024 (Disposition). Among the most active insiders: Quinlan Paul T. All data is free.
51
Insider Decl.
n/a
Thresholds
€147,232
2 ops.
Buy Volume
n/a
7 ops.
Sell Volume
25Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
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Last declaration on 22 March 2024
Declarations51 total
30,000 sharesCommon StockSEC:0000950170-24-035448:0
41,824 sharesCommon StockSEC:0000950170-24-035453:0
310,420 sharesCommon StockSEC:0000950170-24-035447:0
20,125 sharesCommon StockSEC:0000950170-24-035460:0
90,000 sharesCommon StockSEC:0000950170-24-035435:0
21,000 sharesCommon StockSEC:0000950170-24-035458:0
15,000 sharesCommon StockSEC:0000950170-24-035470:0
41,824 shares@ US$7.8971.3% of flowCommon StockSEC:0001062993-24-006510:0
11,649 shares@ US$10.0010.6% of flowCommon StockSEC:0001062993-24-006513:0
6,000 shares@ US$4.6324.0% of flowCommon StockSEC:0001062993-24-003202:0
96,250 shares0Common StockSEC:0001062993-24-001426:0
31,938 shares0Common StockSEC:0001062993-24-001432:0
20,125 shares0Common StockSEC:0001062993-24-001435:0
21,000 shares0Common StockSEC:0001062993-24-001433:0
28,438 shares0Common StockSEC:0001062993-24-001429:0
2,250 shares@ US$1.060.3% of flowCommon StockSEC:0001062993-24-001164:0
5,000 shares@ US$2.943.2% of flowCommon StockSEC:0001062993-24-000923:0
10,000 shares@ US$4.0512.6% of flowCommon StockSEC:0001062993-24-000924:0
6,000 shares@ US$4.6323.7% of flowCommon StockSEC:0001062993-24-000776:0
4,828 shares@ US$5.003.3% of flowCommon StockSEC:0001062993-23-022793:0
10,000 shares@ US$4.0512.6% of flowCommon StockSEC:0001062993-23-022638:0
5,000 shares@ US$2.943.2% of flowCommon StockSEC:0001062993-23-022636:0
6,000 shares@ US$4.6324.0% of flowCommon StockSEC:0001062993-23-022367:0
63,975 shares@ US$5.0029.4% of flowCommon StockSEC:0001062993-23-022368:0
17,500 shares@ US$3.4519.0% of flowCommon StockSEC:0001062993-23-021138:0
25 of 51 declarations
关于 CymaBay Therapeutics, Inc.
CymaBay Therapeutics, Inc.是一家美国生物制药公司，专注于肝脏和炎症性疾病疗法，其战略定位日益集中于原发性胆汁性胆管炎（PBC）。该公司成立于1988年，总部位于美国加利福尼亚州纽瓦克。在2024年3月被Gilead Sciences收购之前，它在纳斯达克交易，股票代码为CBAY。对于投资者而言，这种区别很重要：CymaBay不再是独立的纽约证券交易所/纳斯达克上市公司，但其临床资产和开发记录对于评估此次收购背后的战略理由仍然具有相关性。（[gilead.com](https://www.gilead.com/news/news-details/2024/gilead-sciences-expands-liver-portfolio-with-acquisition-of-cymabay-therapeutics?utm_source=openai)) CymaBay的主要项目是seladelpar，一种用于PBC的PPARδ激动剂，PBC是一种罕见的慢性肝病，存在显著的未满足医疗需求。该公司围绕推进seladelpar通过2期和3期研究并获得支持性监管认定（包括FDA突破性疗法认定和EMA PRIME资格认定，针对特定患者群体）来构建其价值主张。实际上，CymaBay作为一家专注的生物技术公司而非多元化平台公司运营：其上行空间严重依赖于单一核心资产的临床疗效、安全性和监管执行。这种结构使得该股票高度受事件驱动，其估值通常由试验结果和备案里程碑驱动，而非广泛的运营基本面。（[gilead.com](https://www.gilead.com/news/news-details/2024/gilead-sciences-expands-liver-portfolio-with-acquisition-of-cymabay-therapeutics?utm_source=openai)) 从竞争角度看，CymaBay在肝病治疗市场中占据着专业化地位。其差异化来自于seladelpar数据的深度，包括Gilead所描述的与其长期肝病特许经营权相符的特点。此次收购公告对CymaBay的估值为每股32.50美元现金，股权价值约为4.3 billion美元，这突显了利基治疗领域中的单一后期资产如何吸引全球制药收购方的战略兴趣。（[gilead.com](https://www.gilead.com/news/news-details/2024/gilead-sciences-expands-liver-portfolio-with-acquisition-of-cymabay-therapeutics?utm_source=openai)) 最近最重要的进展是Gilead于2024年3月完成收购。此后，seladelpar已并入Gilead的肝脏产品组合，CymaBay的独立股票故事已基本结束。对于研究纳斯达克上市的美国医疗保健公司的法国、比利时和瑞士投资者而言，CymaBay是一个有用的例子，它展示了一家围绕主要资产构建、通过后期开发推进并最终通过并购而非长期上市后商业化实现货币化的资本高效生物技术公司。（[investors.gilead.com](https://investors.gilead.com/news/news-details/2024/Gilead-Sciences-Announces-Completion-of-Acquisition-of-CymaBay/default.aspx?utm_source=openai))
