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Andrew Nava LLC is a healthcare focused consulting and investment firm. Prior to launching Andrew Nava LLC, I was a venture analyst, buy-side analyst, and most recently, the Director of Research at Actin Biomed, a New York-based healthcare investment firm where I was responsible for the medical,... More
My company:
Andrew Nava, LLC
  • Morning Note to Clients Oct 4, 2010: New Milestones and Updates at AndrewNava.com
    Below is a sample email sent out to clients of AndrewNava.com.  The email briefly lists new milestones added to AndrewNava.com as well as several new database updates, including updated financial and clinical data.

    Dear Client,

    Here are the latest updates at AndrewNava.com...

    NEW MILESTONES:

    ACHN: 28-day and 12-week phase 2 data expected in 1Q11 and 4Q11, respectively, from ACH-1625.
    AMGN:
    Renal/CV AdComm to discuss Aranesp TREAT Study 10/18/10.
    ENDP:
    Oxymorphone new formulation PDUFA Jan. 7, 2011.
    HGSI:
    Benlysta Arthritis AdComm 11/16/10.
    OPTR:
    Fidaxomicin rolling NDA filed 9/21/10 with expected approval March 21, 2011 (will request priority review).
    PGNX:
    Relistor subcutaneous sNDA filing expected 1H11 (chronic pain OIC), pre-filled syringe (8 and 12 mg) launch expected 1H11.
    RPRX:
    Type B meeting on November 8, 2010 with the FDA Division of Reproductive and Urologic Products to review Androxal Phase III pivotal trial protocols.
    ZLCS:
    Prednisporin (FOV1101) data expected YE10 from Sanofi-Aventis (Fovea) persistant allergic conjunctivitis study.

    DATABASE UPDATES: ETRM, CXM, CLSN, PPHM, ANTH, CPRX, ACCP, VRX, BIIB, NNVC, VICL, BSDM, RIGL, ENDP, CHTP, SNSS, EBS, XOMA, DYAX, AVEO, CERS, YMI (financials), ALNY, tesetaxel, ONTY, PTN, ICO, CORX, OGX-427, APRI.


    For full milestones, clinical trial data, and drug sales, please visit
    http://andrewnava.com

    Andrew Nava, LLC provides institutional and retail healthcare investors with buy-side equity research tools which focus on value-driven investing, profitable trading ideas and clinical, commercial, and regulatory catalysts. Our research is supported by consulting with KOL's, industry professionals, company management, and our database of clinical trial data and upcoming company milestones.

    Disclosure: No positions

    Disclosure: No positions
    Tags: ACHN, AMGN, ENDP, GSK, OPTR, PGNX, RPRX
    Oct 04 8:41 AM | Link | Comment!
  • Morning Note to Clients for Aug 9, 2010
    Below is a sample email sent out to clients of AndrewNava.com.  The email briefly lists new milestones added to AndrewNava.com as well as several new database updates, including updated financial and clinical data.

    Dear Andrew,

    Here are the latest updates at AndrewNava.com...

    NEW MILESTONES:

    EBS: Expected rPA BARDA award by the end of September (up to $200M), Follow
    on procurement supply contract with CDC expected by 4Q10/1Q11 for Biothrax, AIG data expected 1Q11.
    IDRA: IMO-2125 data for monotherapy in null responder HCV expected 4Q10, riba combination data expected 4Q10.
    INSV: ISV-502 and ISV-305 potential SPA's for blepharitis 2H10.

    EARNINGS
    : Several new updates

    DATABASE UPDATES: XOMA, INSV (financials), DSCO (financials), INSM (financials), CLDX (financials), SVNT (financials), INFI (financials), CYPB, ARIA (financials), NVAX (financials), GNVC, BMTI (financials), NABI (financials), HALO (financials), EPCT (financials), EBS (financials), Biothrax (sales), SCMP (financials), CRXX (financials), IDRA (financials), SQNM (financials), CADX (financials), BIOD (financials), XNPT (financials), ARNA, OSIR (financials)
    .

    For full milestones, clinical trial data, and drug sales, please visit
    http://andrewnava.com

    Andrew Nava, LLC provides institutional and retail healthcare investors with buy-side equity research tools which focus on value-driven investing, profitable trading ideas and clinical, commercial, and regulatory catalysts. Our research is supported by consulting with KOL's, industry professionals, company management, and our database of clinical trial data and upcoming company milestones.

    Disclosure: No positions
    Tags: EBS, IDRA
    Aug 09 10:38 AM | Link | Comment!
  • Healthcare Investor Conferences to Watch Next Week
    BMO Capital Markets 10th Annual Focus on Healthcare Conference (italics denotes companies tracked by our database)
    Date: August 5, 2010
    Location: Sheraton New York Hotel & Towers, New York, NY

    Presenting Companies

    Accuray Incorporated
    Acura Pharmaceuticals
    Aetna
    Affymax
    AGA Medical Corporation
    Amedisys
    Anadys Pharmaceuticals
    Antares Pharma
    Arena Pharmaceuticals
    ArQule

    Arstasis
    Ascension Orthopedics
    AtriCure
    AVI BioPharma
    BioClinica
    BioScrip
    Biovista
    Boston Scientific Corporation
    Catalyst Health Solutions
    Celgene
    Centene
    Clinical Data
    Covidien
    Eli Lilly
    Endologix
    Greatbatch
    Health Net
    Henry Schein
    Idenix Pharmaceuticals
    Idera Pharmaceuticals

    Ikonisys
    ImmunoGen
    Infinity Pharmaceuticals

    Integra LifeSciences
    Intra-Cellular Therapies
    Inverness Medical Innovations
    ISTO Technologies
    Ligand Pharmaceuticals
    Light Sciences Oncology
    MacroGenics
    MDRNA
    Medco Health Solutions
    Merck
    Metropolitan Health Networks
    Nektar Therapeutics
    NPS Pharmaceuticals

    NuVasive
    OraSure Technologies
    PDI (Professional Disposables International)
    PDL BioPharma
    Penwest Pharmaceuticals
    Pfizer
    PharMerica
    POZEN
    Progenics Pharmaceuticals

    Quality Systems
    Questcor Pharmaceuticals
    Reata Pharmaceuticals
    Rigel Pharmaceuticals
    Salix Pharmaceuticals
    Santarus
    SciClone Pharmaceuticals

    St. Jude Medical
    STAAR Surgical
    Stryker
    SuperGen
    Tranzyme
    Vitae Pharmaceuticals
    Zimmer Holdings

    Wedbush Securities Life Sciences Best Ideas MAC: Management Access Conference
    Date: August 3, 2010
    Location: Le Parker Meridien Hotel, 118 West 57th Street, New York, NY

    Presenting Companies
    Abbott
    Acceleron Pharma
    Alder Biopharmaceuticals
    Alexza Pharmaceuticals
    Amylin Pharmaceuticals
    AVANIR Pharmaceuticals
    Biodel
    Cadence Pharmaceuticals

    Calistoga Pharmaceuticals
    Celgene
    Chelsea Therapeutics
    Clinical Data
    Dynavax Technologies

    HeartWare International
    Humana
    Idenix Pharmaceuticals
    Intarcia Therapeutics
    InteKrin Therapeutics
    Intercept Pharmaceuticals
    Ironwood Pharmaceuticals
    KAI Pharmaceuticals
    Light Sciences Oncology
    MacroGenics
    MAP Pharmaceuticals
    Momenta Pharmaceuticals
    Nektar Therapeutics
    Pharmasset

    Prometheus Laboratories
    Quidel Corporation
    Regado Biosciences
    Supernus Pharmaceuticals
    Transcept Pharmaceuticals
    Tranzyme
    World Heart Corporation
    Xenoport
    Zoll Medical Corporation

    About

    Andrew Nava LLC provides institutional and retail healthcare investors with buy-side equity research tools that focus on value-driven investing, profitable trading ideas and clinical, commercial, and regulatory catalysts. Our research is supported by our database of clinical trial data and upcoming company milestones and by consulting with KOLs, industry professionals, analysts, and company management.


    For more information, visit andrewnava.com


    Disclosure: No positions
    Jul 27 7:04 PM | Link | Comment!
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