Biotech Values

[maverick_1]

OMER's OMS721 re aHUS query

Obviously unable to answer.
But FWIW:

Just going by today's OMER action BOTH sheer volume turnover of 84% of OMER's outstanding shs, along with intraday activity and closing above it's open, aside from making an historical record hi price... I would conclude SERIOUS players are positive on OMS721 aHUS since in excess of $800 mln were transacted on OMER.

Moreover most of the key top 5 institutional owners of ALXN per 2Q '15 did sell a large % of their ALXN holdings even BEFORE 7/23/15 OMER's FT on OMS721. When ALXN over the last two calendar years has been largely mirroring overall market action especially this year and there may be a competitive development,"performance oriented mgrs tend to be ahead of the crowd" tend to sell. Specifically when the 3rd largest holder, FMR, reduces from 23 mln to 14 mln. Same probably can be said of #5 holder Baker Bros decreasing it's 3rd largest position (13% of $9.5 bln portfolio.).