Andrew Nava's  Instablog

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

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

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