InsidersTradesSigma
Follow the OptiNose, Inc. share price and the full insider trade history of the company, a publicly traded company based in United States. Shares trade on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, OptiNose, Inc. has recorded 90 insider filings. The latest transaction was reported on 21 May 2025 (Disposition). Among the most active insiders: Marino Michael F III. Every trade is accessible without an account.
90
Insider Decl.
n/a
Thresholds
€109,729
2 ops.
Buy Volume
€479,384
38 ops.
Sell Volume
42Σ 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
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 21 May 2025
Declarations90 total
125,204 sharesCommon StockSEC:0001104659-25-051350:0
102,813 sharesCommon StockSEC:0001104659-25-051345:0
30,541 sharesCommon StockSEC:0001104659-25-051349:0
303,176 sharesCommon StockSEC:0001104659-25-051340:0
246 shares@ US$5.611.3% of flowCommon StockSEC:0001494650-25-000040:0
368 shares@ US$5.610.8% of flowCommon StockSEC:0001494650-25-000038:0
1,223 shares@ US$5.29100.0% of flowCommon StockSEC:0001494650-25-000028:0
2,145 shares@ US$5.2911.3% of flowCommon StockSEC:0001494650-25-000026:0
6,376 shares@ US$5.2913.2% of flowCommon StockSEC:0001494650-25-000024:0
21,150 shares0Common StockSEC:0001494650-25-000009:0
53,475 shares0Common StockSEC:0001494650-25-000013:0
13,875 shares0Common StockSEC:0001494650-25-000011:0
17,025 shares0Common StockSEC:0001494650-25-000007:0
3,050 shares@ US$0.441.3% of flowCommon StockSEC:0001494650-24-000172:0
4,614 shares@ US$0.440.8% of flowCommon StockSEC:0001494650-24-000170:0
150,000 shares0Common StockSEC:0001494650-24-000145:0
4,881 shares@ US$0.871.6% of flowCommon StockSEC:0001494650-24-000130:0
3,226 shares@ US$0.872.6% of flowCommon StockSEC:0001494650-24-000132:0
49,408 shares@ US$1.1453.6% of flowCommon StockSEC:0001494650-24-000112:0
111,426 shares@ US$1.1447.6% of flowCommon StockSEC:0001494650-24-000110:0
6,845 shares@ US$1.1460.1% of flowCommon StockSEC:0001494650-24-000114:0
2,946 shares@ US$1.193.4% of flowCommon StockSEC:0001494650-24-000097:0
624 shares@ US$1.195.8% of flowCommon StockSEC:0001494650-24-000099:0
6,113 shares0Common StockSEC:0001494650-24-000093:0
3,817 shares0Common StockSEC:0001494650-24-000095:0
25 of 90 declarations
关于 OptiNose, Inc.
OptiNose, Inc. 是一家美国专业制药公司，其业务围绕耳鼻喉科和过敏专科医生治疗的患者。该公司于2010年5月在特拉华州注册成立，围绕专有的呼气递送系统（EDS）平台发展，该平台旨在以支持局部治疗的方式将药物递送至鼻腔。OptiNose的主要运营基地位于宾夕法尼亚州雅德利，并在新泽西州尤因设有额外设施。在与Paratek Pharmaceuticals完成宣布的交易之前，其普通股在纳斯达克全球精选市场上市，股票代码为OPTN。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1494650/000149465018000025/R9.htm?utm_source=openai)） 该公司的核心商业资产是XHANCE（丙酸氟替卡松），一种通过EDS平台递送的类固醇鼻喷雾剂。XHANCE于2017年9月获得FDA批准用于鼻息肉，并于2018年4月通过美国商业渠道广泛上市。2023年1月，其说明书措辞更新，以符合FDA目前对伴有鼻息肉的慢性鼻窦炎的术语。实际上，XHANCE是该公司主要的收入来源和OptiNose估值的关键驱动因素，这使得该业务高度集中，但在专注的耳鼻喉科领域也具有高度可见性。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1494650/000149465024000018/optn-20231231.htm?utm_source=openai)） 从竞争角度来看，OptiNose在慢性鼻窦炎和相关耳鼻喉科适应症领域占据了专业地位。其差异化并非来自规模，而是来自其递送技术和旗舰产品的临床效用。该公司与大型制药和专业制药集团以及医生在实践中使用的其他治疗方案竞争。尽管如此，该模式也带有单产品生物制药公司典型的明显风险：产品集中度、对报销和医生采纳的依赖、融资需求以及对债务契约限制的敏感性。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1494650/000149465025000064/optn-20241231.htm?utm_source=openai)） 最近最重要的进展是2025年3月19日的合并协议，根据该协议，Paratek Pharmaceuticals同意收购OptiNose及其已批准产品XHANCE。SEC备案文件和公司公告显示，对价为每股9.00美元现金，外加与美国XHANCE销售里程碑挂钩的潜在或有价值权。OptiNose还报告了2024年第四季度和全年业绩，显示XHANCE在2024年第四季度的净收入为22.4百万美元，2024年全年为78.2百万美元。对于投资者而言，OptiNose最好被视为一家在美国纳斯达克上市的专业制药资产，已通过战略收购从独立商业化转向行业整合。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1494650/000149465025000047/ex-991pressrelease.htm?utm_source=openai)）
