InsidersTradesSigma
Follow the Tracon Pharmaceuticals, Inc. stock price and the full insider trade history of the company, a listed issuer based in United States. Shares are quoted on the US market, under the supervision of SEC (Form 4). Operating in the Healthcare & Pharma sector, Tracon Pharmaceuticals, Inc. has recorded 64 insider filings. The latest transaction was filed on 13 March 2024 (Attribution). Among the most active insiders: Opaleye Management Inc.. The full history is openly available.
64
Insider Decl.
n/a
Thresholds
€3m
56 ops.
Buy Volume
€1m
2 ops.
Sell Volume
48Σ 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 13 March 2024
Declarations64 total
3,500 shares@ US$0.13772.3% of flowCommon StockSEC:0001415889-24-007849:0
3,500 shares@ US$0.13770.2% of flowCommon StockSEC:0001415889-24-007846:0
4,324,008 shares@ US$0.294227.8% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-23-041038:0
3,999 shares@ US$0.661.1% of flowCommon StockSEC:0001209191-23-025930:0
Canonical exit: 25 Jul 2023 (T+90)
174,508 shares@ US$1.385.3% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-23-007400:0
Canonical exit: 7 Jun 2023 (T+90)
200 shares@ US$1.520.1% of flowCommon StockSEC:0001209191-23-014434:0
Canonical exit: 29 May 2023 (T+90)
6,800 shares@ US$1.624.9% of flowCommon StockSEC:0001209191-23-003934:0
Canonical exit: 18 Apr 2023 (T+90)
120 shares@ US$1.25530.3% of flowCommon StockSEC:0001209191-23-003933:0
3,500 shares@ US$1.4925.6% of flowCommon StockSEC:0001209191-23-000001:0
Canonical exit: 29 Mar 2023 (T+90)
140,000 shares@ US$1.25593.9% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-035779:0
Canonical exit: 14 Mar 2023 (T+90)
23,000 shares@ US$1.293713.3% of flowCommon StockSEC:0001209191-22-061329:0
Canonical exit: 14 Mar 2023 (T+90)
221,539 shares@ US$0.010.0% of flowCommon Stock, par value $0.01 per shareSEC:0001493152-22-034965:0
13,900 shares@ US$1.419.0% of flowCommon StockSEC:0001209191-22-058302:0
Canonical exit: 16 Feb 2023 (T+90)
9,200 shares@ US$1.526.8% of flowCommon StockSEC:0001209191-22-055687:0
Canonical exit: 1 Feb 2023 (T+90)
6,000 shares@ US$1.594.6% of flowCommon StockSEC:0001209191-22-055435:0
Canonical exit: 31 Jan 2023 (T+90)
10,000 shares@ US$1.650.4% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-028929:0
Canonical exit: 16 Jan 2023 (T+90)
5,000 shares@ US$1.774.3% of flowCommon StockSEC:0001209191-22-053202:0
Canonical exit: 5 Jan 2023 (T+90)
5,000 shares@ US$1.674.0% of flowCommon StockSEC:0001209191-22-052605:0
Canonical exit: 1 Jan 2023 (T+90)
9,400 shares@ US$1.74150.4% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-027414:0
Canonical exit: 28 Dec 2022 (T+90)
1,700 shares@ US$1.69240.1% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-027085:0
Canonical exit: 26 Dec 2022 (T+90)
5,000 shares@ US$1.764.3% of flowCommon StockSEC:0001209191-22-051200:0
Canonical exit: 21 Dec 2022 (T+90)
3,411 shares@ US$1.72970.1% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-026586:0
Canonical exit: 21 Dec 2022 (T+90)
10,000 shares@ US$1.85240.4% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-026411:0
Canonical exit: 19 Dec 2022 (T+90)
5,000 shares@ US$1.87330.2% of flowCommon Stock, par value $0.001 per shareSEC:0001493152-22-026270:0
Canonical exit: 18 Dec 2022 (T+90)
2,500 shares@ US$2.01526.0% of flowCommon StockSEC:0001209191-22-049886:0
Canonical exit: 11 Dec 2022 (T+90)
25 of 64 declarations
关于 Tracon Pharmaceuticals, Inc.
Tracon Pharmaceuticals, Inc.（股票代码：TCON）是一家美国生物制药公司，历史上曾在纳斯达克市场上市。该公司最初是一家临床阶段药物开发商，专注于新型靶向疗法，尤其是在肿瘤学领域，采用独立于 CRO 的开发模式，旨在简化合作、临床执行和资本效率。其总部位于美国主要的生物技术中心加利福尼亚州圣迭戈。在其 SEC 文件中，TRACON 将其业务描述为开发和商业化创新癌症疗法，其平台旨在与其他生命科学公司合作，在美国开发和商业化产品。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1394319/000095017024026205/tcon-20231231.htm?utm_source=openai)) 从商业模式的角度来看，TRACON 是一家典型的小型生物技术公司：高度依赖项目驱动、临床数据、监管里程碑和外部融资。该公司没有经营广泛的商业特许经营权，而是将资源集中在数量有限的候选产品上，这使得执行风险和二元试验结果成为投资案例的核心。如果主要资产成功，这种模式可以创造可观的上涨空间，但它也使股东面临集中风险、融资压力以及资本消耗型挫折的可能性。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1394319/000095017024026205/tcon-20231231.htm?utm_source=openai)) TRACON 最重要的项目之一是 envafolimab，该药物正在 ENVASARC 关键试验中评估肉瘤亚型，包括未分化多形性肉瘤和黏液纤维肉瘤。2024 年 7 月，该公司披露该研究未能达到其主要终点，82 名可评估患者中只有 4 名通过 BICR 获得缓解，低于支持 BLA 所需的水平。这对产品线来说是一个重大的负面事件，并有效地消除了核心的近期价值驱动因素。此后不久，2024 年 7 月 30 日，TRACON 宣布将解雇员工并停止运营；董事会随后批准解散和清算，但须经股东批准。该公司网站后来声明，股东于 2024 年 11 月 12 日批准清算和解散，剩余活动将仅限于业务清盘。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1394319/000095017024079290/tcon-20240701.htm?utm_source=openai)) 对于投资者而言，关键的启示是 TRACON 不应再被视为一家拥有商业产品线的传统成长型生物技术公司。相反，它最好被理解为一家处于清盘模式的前纳斯达克上市公司，投资重点已转向解散过程、剩余资产处置以及任何剩余的资产负债表结果。在这种背景下，内部人 Form 4 活动应谨慎解读，主要作为公司清盘框架的一部分，而不是作为运营扩张的传统信号。（[sec.gov](https://www.sec.gov/Archives/edgar/data/1394319/000095017024087947/tcon-20240726.htm?utm_source=openai))
