IMRA 15.00$ (-37%)

enttäuschende IMR-687-Daten (Sichelzellenerkrankungen)

https://ir.imaratx.com/news-releases/...l-trial-results-imr-687-adult

 

"The Company expects that its cash, cash equivalents and investments as of September 30, 2020, will be sufficient to enable it to fund its planned operations into mid-2022."

https://ir.imaratx.com/news-releases/...inancial-results-and-business

https://www.fiercebiotech.com/biotech/...cell-disease-during-covid-19

 

Zahlen für 2020

• keine Umsätze
  
• Verlust 41 Mio. $
  
• Cash 88 Mio. $
  
• MK 177 Mio. $
  

"The Company currently expects that its full-year 2021 research and development expenses will range between $50 million and $55 million and that its full-year 2021 general and administrative expenses will range between $12 million and $14 million. The Company expects that its cash, cash equivalents and investments as of December 31, 2020, will be sufficient to enable it to fund its planned operations into mid-2022."

https://ir.imaratx.com/news-releases/...inancial-results-and-business

 

MK 155 Mio. $, das aktuelle 52 WT liegt bei 8,49$  

fällt wie ein Stein, Biotechs derzeit nicht gesucht, noch dazu waren die Studiendaten nicht die Besten, MK 123 Mio. $, könnte noch weiter fallen, wenn sich die Stimmung im Biotech-Sektor nicht aufhellt.  

 

Zahlen für Q1/21

• keine Umsätze
  
• Verlust 10 Mio. $
  
• Cash 76 Mio. $
  
• MK 138 Mio. $
  

report interim analyses for both Ardent sickle cell disease and Forte beta-thalassemia Phase 2b clinical trials in the second half of 2021

https://ir.imaratx.com/news-releases/...inancial-results-and-business

 

50 Mio. $ Offering

• zu je 6,00$ pro Aktie
  

https://ir.imaratx.com/news-releases/...unces-pricing-public-offering

Fragwürdiges Timing, nahe des 52 WT´s. Die Cashreichweite lag bis dato bei "Mitte 2022". Gerade im Hinblick auf die in Posting #7 genannten Katalysatoren in H2/21 stellt sich mir die Frage ob das Management befürchtet, dass die Daten schlecht ausfallen könnten und deshalb vorher noch schnell ein Offering durchführt?

 

MK 141 Mio. $
https://www.benzinga.com/general/biotech/21/07/...treatment-candidate  

Zahlen für Q2/21

• keine Umsätze
  
• Verlust 13 Mio. $
  
• Cash 67 Mio. $ (+50 Mio. aus dem Juli Offering)
  
• MK 108 Mio. $
  

extends cash runway through 2022

- Accelerated enrollment in Phase 2b trials in sickle cell disease and beta-thalassemia; interim analyses expected in fourth quarter of 2021

- Positive IMR-687 data in sickle cell disease presented at the European Hematology Association (EHA) Annual Congress

- HFpEF Phase 2 proof-of-concept study under development; FDA interaction planned in fourth quarter of 2021

https://ir.imaratx.com/news-releases/...inancial-results-and-business

 

MK 98 Mio. $, müsste theoretisch leicht unter dem Cashbestand von Ende Q3/21 liegen. Die klinischen Studienergebnisse waren bisher schwach, aber vlt. bringt der Katalysator in Q4/21 den Kurs wieder etwas in Schwung.  

Zahlen für Q3/21

• keine Umsätze
  
• Verlust 14 Mio. $
  
• Cash 103 Mio. $
  
• Mk 38 Mio. $
  

https://ir.imaratx.com/news-releases/...inancial-results-and-business

zuletzt zwei Insider-Käufe:

https://www.gurufocus.com/stock/IMRA/insider?search=imara

 

Weiterentwicklung von IMR-687 wird nicht fortgesetzt

• nach schwachen Phase 2b Studienergebnissen in der Zwischenanalyse
  
  • betroffen sind die Ardent Studie (SCD)
    
  • und die Forte Studie (beta-thalassemia)
    

https://www.fiercebiotech.com/biotech/...wiping-out-clinical-pipeline

 

Zahlen für 2021

• keine Umsätze
  
• Verlust 51 Mio. $
  
• Cash 90 Mio. $
  
• MK 29 Mio. $
  

"The Company currently expects that its full-year 2022 research and development expenses will range between $60 million and $65 million and that its full-year 2022 general and administrative expenses will range between $13 million and $15 million. The Company expects that its cash, cash equivalents and investments as of December 31, 2021, will be sufficient to enable it to fund its planned operations substantially through the first quarter of 2023."

https://ir.imaratx.com/news-releases/...inancial-results-and-business

Die Pipeline sieht ziemlich dünn aus:

-Added clinical indication for tovinontrine to include the treatment of HFpEF;
anticipate first subject dosing in Phase 2 trial in second quarter of 2022

- Expanded pipeline with addition of IMR-261, an oral, clinic-ready Nrf2 activator
with potential indications in hemoglobin and iron overload disorders